Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Assistant Account Manager, Commercial Lines

Squaremouth Inc

Assistant Account Manager

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production standards, goals and service commitments.

Assists the Account Management team with all aspects of the account-service process.

Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.

Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments.

Participates in the renewal preparation process, including generating renewal updates on accounts.

Assists with marketing clients to carriers.

Assists with coordinating premium financing and the collection of premiums.

Checks policies/endorsements and audits for accuracy.

Prepares quotes and proposals.

Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.

Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.

Performs other duties and projects as assigned.

High School / GED

1-2 years insurance industry experience or equivalent combination of education & experience

Property & Causality License required

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

Ability to effectively and professionally communicate orally and in writing with internal and external customers.

Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.

Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.

Computer skills: proficiency with Microsoft Office Suite and Outlook.

Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Desire to learn and grow within the insurance industry.

This position primarily involves remaining in a stationary position for the majority of the workday.

The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

Throughout our network of more than 450 HUB offices in North America, we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

Are seeking a progressive work environment at a rapidly growing organization

Have a desire to help others protect their future

Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Are focused on learning and development to enhance your industry knowledge and expertise

Are a self-starter willing to invest time and energy to learn the technical aspects of our business

Believe in integrity and building success by developing relationships with others

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

Squaremouth
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Assistant Account Manager, Commercial Lines in Santa Barbara, CA vacancy
  • $65k - $85k

     ...Account Manager II In a rapidly changing world, HUB advises businesses and individuals...  ...less experienced Account Managers and Assistant Account Managers as required. Supports...  ...have at least 3+ years of related commercial lines insurance experience within a... 
    Suggested
    Contract work
    Work at office

    HUB International

    Santa Barbara, CA
    4 days ago
  • $70k - $85k

     ...Commercial Lines Account Servicer Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise...  ...ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of... 
    Suggested
    Work at office
    Local area
    3 days per week

    Squaremouth

    Santa Barbara, CA
    4 days ago
  •  ...Personal Lines Account Manager I In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that... 
    Suggested
    Work at office
    Local area
    Flexible hours

    Squaremouth

    Santa Barbara, CA
    1 day ago
  • $70k - $75k

     ...Personal Lines Account Manager In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what... 
    Suggested
    Work at office
    Local area

    Squaremouth

    Santa Barbara, CA
    6 days ago
  • $26.5 - $32.5 per hour

     ...Maintains accurate and organized account files by appropriately...  ...systems and automated agency management systems; ensures the accuracy...  ...and emerging industry trends. Assists client with all billing issues...  ...current benefits and rates for all lines of coverage, cobra... 
    Suggested
    Hourly pay
    Work at office
    Local area
    Flexible hours

    HUB International

    Santa Barbara, CA
    3 days ago
  • $177.5k - $275.2k

     ...roads, and rail. As we plan, design, and manage projects that move people and goods from...  ...is seeking a Senior Project Manager with Account Management responsibilities to support California...  ...practice and other business lines (Environmental Sciences, Buildings, Water... 
    Contract work
    Work at office
    Local area
    Flexible hours

    Stantec

    Santa Barbara, CA
    5 days ago
  •  ...The Opportunity The Employee Benefits Account Executive manages assigned book of business, develops client...  ...and emerging industry trends. Assists client with all billing issues including...  ...including current benefits and rates for all lines of coverage, COBRA administration... 
    Work at office
    Local area

    HUB International

    Santa Barbara, CA
    3 days ago
  •  ...Job Description Job Description The Accounting Manager reports to the Director of Finance and...  ...accounting support to the Finance team. Assists with the development and implementation...  ...working relationship and promotes open lines of communication with managers, team... 

    Rebel Hotel Company

    Santa Barbara, CA
    1 day ago
  • $40k - $42.5k

     ...Account Executive This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship,...  .... As an Account Executive, you will lead all sales and client management responsibilities of your book of business. You will be responsible... 
    Work at office
    Local area
    Visa sponsorship

    Spectrum

    Santa Barbara, CA
    3 days ago
  • $80k - $90k

    Join to apply for the Accounting Manager role at Rosewood Miramar Beach 4 days ago Be among the first...  ...Accounting Manager is responsible for assisting the Assistant Director of Finance in...  ...Assists with tax calculations and filings in line with filing requirements and guidelines... 
    Hourly pay
    16 hours
    Full time
    Work at office
    Local area
    Shift work

    Rosewood Miramar Beach

    Montecito, CA
    3 days ago
  •  ...Insurance Office of America seeks a Director, Commercial Lines to serve as a national subject matter expert in Commercial P&C and agency operations. The role partners with senior leaders to standardize workflows, drive results, and support growth across the organization... 
    Work at office
    Remote work

    Insurance Office of America

    Goleta, CA
    2 days ago
  • $93.6k - $128.7k

     ...contributions. This position manages an identified geographic...  ...overall responsibility within an account in the Fresno and Santa...  ...business across all LD product lines. Grow share of wallet within...  ...Track record of success leading commercial teams in med tech industry (... 
    Temporary work
    Local area

    Siemens Healthineers

    Santa Barbara, CA
    2 days ago
  • $135k

     ...extraordinary outcomes for our customers, our communities, and ourselves.The Growth Account Executive - Mid-Market is a full-cycle sales professional responsible for driving account expansion and managing renewals across AppFolio’s existing mid-market customer portfolio. You... 
    Full time
    Contract work
    Flexible hours

    AppFolio

    Santa Barbara, CA
    5 days ago
  • $150k - $190k

     ...transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey....  ...gain exposure to new marketing technologies as we progress. As an Account Executive, SMB, you will be responsible for driving the sales... 
    Contract work
    Work at office
    Worldwide
    Home office
    Flexible hours

    Impact Tech

    Santa Barbara, CA
    2 days ago
  • $120k - $140k

     ...Avoca's SDR org has grown to 18 people. We're adding a third SDR Manager to take direct ownership of our Santa Barbara SDR team. You're...  ...and quality against monthly and quarterly targets, holding the line on our SQO Qualification Guide rather than raw activity counts... 
    Temporary work
    For contractors
    Work at office
    Immediate start
    Flexible hours
    Night shift

    Avoca AI

    Santa Barbara, CA
    4 days ago
  • $26 - $31 per hour

     ...Affordable Medical PPO Option Education Assistance Program Up To $1,500 per year YMCA...  ...Schedule What does a Program Director do? Accountable for financial development including budgeting and meeting growth expectations Management of financial controls including registration... 
    Work experience placement
    Flexible hours
    Shift work

    Channel Islands YMCA

    Santa Barbara, CA
    5 days ago
  • $106.78k - $153.41k

     ...s next, you’ll fit right in.OverviewThe Account Director, Influencer role will be responsible...  ...for owning a portfolio of clients, and managing a team of influencer and content creator...  ...to work.If you require accommodation or assistance with the application or onboarding... 
    Temporary work
    Freelance
    Work at office
    Flexible hours
    3 days per week

    Publicis Media

    Santa Barbara, CA
    3 days ago
  •  ...financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in...  ...clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams... 

    JP Morgan Chase

    Santa Barbara, CA
    3 days ago
  •  ...will report to a District Sales Manager. The successful...  ...strategy and demonstrating our commercial values of keeping the patient...  ...team established business and account plans to improve brand usage...  ...databases, statistics, product lines and latest medical issues... 
    Local area

    Prism Biotech, Inc

    Summerland, CA
    5 days ago
  • $105k - $125k

     ...across every interaction - from intake and scheduling to referral management, post-visit care, and more. Hear from our CEO, Guillaume de...  ...the future. ABOUT THE OPPORTUNITY Artera is seeking a Senior Account Executive to drive growth across our healthcare client base. You... 
    Full time
    Temporary work
    Summer work
    Summer holiday
    Work at office
    Local area
    Relocation
    Flexible hours
    Shift work

    Artera Corporation

    Santa Barbara, CA
    3 days ago
  • $90k - $100k

     ...We’re seeking a driven and strategic Account Executive to lead high‑impact sales cycles with some of the industry’s most influential clients. In this role, you’ll manage everything from lead generation to executive‑level presentations and contract negotiations, while... 
    Contract work
    Work at office
    Flexible hours

    Yardi Systems

    Santa Barbara, CA
    2 days ago
  •  ...lead your team to achieve budgeted top-line revenues. Accountable for Sales and Marketing budget to...  ...tactically with the Director of Revenue Management (DORM), Digital Marketing, and Public...  ...and recommend appropriate actions.Assist with individual quarterly action plans... 
    Temporary work
    Work at office
    Home office
    Shift work

    Kimpton Hotels & Restaurants

    Santa Barbara, CA
    2 days ago
  • $57k

     ...technology space. You'll be on the front lines, acting as a strategic consultant, not...  ...mentorship, training, and promotion path to an Account Executive role. This is a full-time,...  ...daily to meticulously track progress, manage follow-up cadences, and provide critical... 
    Full time
    Temporary work
    Internship
    Summer holiday
    Work at office
    Monday to Friday
    Flexible hours

    Artera

    Santa Barbara, CA
    5 days ago
  •  ...Yardi is seeking an Account Executive to lead full sales cycles—from lead generation to closing—with a focus on delivering value to clients. You will build relationships with executive-level decision-makers and become a trusted advisor as you sell Yardi solutions within... 

    RXinsider

    Santa Barbara, CA
    2 days ago
  • $50k - $70k

     ...Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Tammy Dobrotin - State Farm Agent, you are vital to our daily business operations and... 
    For contractors
    Work at office
    Flexible hours

    State Farm

    Santa Barbara, CA
    3 days ago
  •  ...Mechanical Service Account Manager Established mechanical contractor in is looking for a Service Account Manager to join their growing team. We are offering excellent compensation, benefits and collaborative team culture. No micro management and flexible schedule for... 
    For contractors
    Flexible hours

    GPAC

    Santa Barbara, CA
    4 days ago
  •  ...extremely well: Hunt and discover your own leads. Our biggest accounts all come from AEs creatively finding ways to get in front of...  ...better products. Our founders, two ex-Amazon Alexa Product Managers, were tired of manually sifting through customer reviews, support... 

    Unwrap

    Santa Barbara, CA
    2 days ago
  • $100k

     ...reporting and improves decision-making, giving Revenue Cycle Management (RCM) teams the visibility and tools they need to drive higher...  ...phone, building relationships, and finding creative ways into accounts ~ Excellent written and verbal communication. You can tailor... 
    Contract work
    Private practice
    Work at office
    Flexible hours

    Pearly Technology, Inc

    Santa Barbara, CA
    2 days ago
  • $75k - $95k

     ...features, and much more. We are currently searching for an Account Manager to join our high-end residential Santa Barbara luxury...  ...application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final... 
    For contractors
    Seasonal work

    Diamond Landscaping

    Santa Barbara, CA
    14 days ago
  •  ...meals to low-income children and seniors, and offers utility assistance, youth mentorship, and a 2-1-1 Health & Human Services...  ...Santa Barbara County residents. Role Description The Senior Accounting Manager is a full-time, hybrid role based in Santa Barbara, CA, with... 
    Full time
    Contract work
    Local area
    Work from home

    Communify

    Santa Barbara, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Assistant Account Manager, Commercial Lines. Be the first to apply!