Personal Lines Assistant Account Manager

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings

• Medical/dental/visioninsurance and voluntary insurance options

• Health Savings Account funding

• 401k matching program

• Company paid Life and Short-Term Disability Plans

• Supplemental Life and Long-Term Disability Options

• Comprehensive Wellness Program

• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

• Great work/life balance, because that’s important for all of us!

• Focus on creating a meaningful environment through employee engagement events

• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

• Growth potential - HUB is constantly growing and so can your career!

• A rewarding career that helps local businesses in the community

• Strong community support and involvement through HUB Gives

SUMMARY:

The Personal Lines Assistant Account Manager is responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Prepares, reviews, and processes all transactions, correspondence, and documents, for assigned accounts, including but not limited to the following:

• Applications

• marketing and rating new accounts

• billing

• policies

• endorsements

• invoices

• proposals for new and renewal accounts

• change requests

• evidences of insurance

• annual reviews

• binders

• cancellations

• setting up new/renewal client electronic files

• Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager and/or Producer

• Provides quality customer service to clients, team members, and carriers

• Communicates with company personnel regarding the client’s needs and/or issues

• Maintains an accurate suspense system on all items that require a response

• Navigates and utilizes carrier websites to obtain documents and/or information as needed

• May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.

• Responsible for scanning communications and documents

• Input/maintain data on account management system and ancillary systems as required

• Provide mailroom and switchboard support, when needed

REQUIREMENTS:

• At least one year of insurance experience strongly preferred

• Exceptional written and verbal communication skills

• Superior customer service and problem solving skills.

• Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)

• Detail-oriented self-starter

• Ability to work in a team environment

• Significant skill in handling competing demands and projects

• Excellent organizational skills and ability to prioritize and delegate responsibility

EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS

• Ability to obtain state insurance license (P&C) within 90 days of employment

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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