Commercial Lines Account Administrator, Certificate Management

Commercial Lines Account Administrator

As an entry level Commercial Lines Account Administrator, you will be responsible for assisting Account Managers, Account Executives and Risk Consultants with the servicing of assigned Commercial Lines accounts in accordance with the practices, policies, and procedures of the Company as they apply to Certificate issuance.

Duties and Responsibilities

• Coordinate the servicing of assigned accounts with the Account Manager
• Provide support to the Account Manager on certificate processing
• Handle correspondence and the clerical processing of accounts including computer input of each account
• Assist in review of contract regarding insurance requirements for issuance of certificates
• Navigate the management system pulling policy documents to include for certificate holders
• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose
• Conduct business from a professional standpoint and willingness to learn
• Prepare certificates of insurance, evidence of property & binders of insurance forms as required.
• Maintain an accurate suspense system on all items that require a response
• Responsible for scanning/electronic filing of communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Other responsibilities as assigned by Account Manager
• Attends industry related continuing education training and courses.
• Enter data as required by insurance company automation systems
• Follow HUB Broker Standards

Key Competencies

• Team Work Supports all organizational departments in a collaborative effort for everyone to succeed.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Initiative Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality Management Demonstrates attention to detail.
• Project Management Ability to work with a team and adhere to deadlines

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• 3 Years of administrator related work experience (Insurance Industry experience preferred)
• High School diploma or equivalent required
• Bachelor's degree preferred
• P&C License required or able to obtain within 120 days from hire

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements

Must hold a valid Driver's License

Dependable transportation

Communication/Language Skills:

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
• Bilingual in English and Spanish a big plus.

Math Skills:

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability:

• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

• To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

Join the HUB team!

Apply today!