Account Manager, Personal Lines

SUMMARY:

The Associate Account Manager takes on responsibilities in transaction processing and client support. This role is designed for individuals who have obtained their P&C license and demonstrated competency in administrative functions, typically with 1-2 years of insurance or related experience.

Associate Account Managers work on policy processing, routine client inquiries, and carrier interactions while continuing to build technical expertise. This role works closely with Account Managers, Senior Account Managers, and Account Executives to develop client service skills and deepen coverage knowledge.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Transaction Processing

• Manage small book of insurance business including: process policy endorsements, cancellations, and reinstatements under supervision

• Prepare certificates of insurance and evidence of coverage documents

• Enter and maintain accurate data in agency management system (EPIC)

• Process auto ID cards, declarations pages, and policy documents

• Submit routine transactions to carriers via online portals

• Review and verify policy documents for accuracy

Administrative Support

• Maintain organized electronic and physical client files

• Gather documentation and applications for renewals and new business

• Prepare meeting materials and client presentation documents

• Respond to routine carrier and client requests under guidance

• Track pending items and follow up on outstanding requirements

• Support team members with administrative tasks as needed

Learning and Development

• Participate in carrier training and product education

• Shadow experienced team members to learn client interaction skills

• Deepen knowledge of coverage types, policy structures, and industry terminology

• Attend team meetings and contribute to process improvement discussions

• Seek feedback and apply coaching to improve performance

REQUIREMENTS:

• High School Diploma or equivalent required

• 1-2 years of insurance or related clerical/service experience

• P&C license required or able to obtain within 90 days of hire

• Proficiency in Microsoft Office applications and agency management tools (EPIC or equivalent)

• Excellent organizational skills with the ability to multi-task and prioritize work

• Superior customer service and problem-solving skills with the ability to work in a team environment

• Knowledge of basic insurance terminology and policy structures

• Strong written and verbal communication skills

• Ability to work a regular, full-time schedule at a HUB facility

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 including medical/dental/vision insurance, Health Savings Account funding, 401k matching program, company paid Life and Short-Term Disability Plans, and generous PTO package

• 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!

• Strong community support and involvement through HUB Gives

ABOUT HUB INTERNATIONAL:

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

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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