Assistant Account Manager
HUB International
Assistant Account Manager
The Assistant Account Manager provides front-office and administrative support for the branch while also assisting Account Managers with day-to-day servicing tasks for client accounts. This role combines reception and office operations duties with a growing set of account-support responsibilities, offering a strong entry point into the insurance account management career path. This position is well suited to a detail-oriented, organized individual who enjoys variety, works well under deadlines, and is eager to build technical insurance servicing skills.
Front Office & Office Operations Responsibilities
- Greet and welcome visitors, clients, and vendors in a professional and friendly manner.
- Accept and distribute all incoming deliveries.
- Process and sort daily incoming mail; prepare and process outgoing FedEx and other courier shipments as needed.
- Manage office supplies inventory, including monitoring stock levels and placing orders.
- Oversee the copier/multifunction printer, including paper and ink/toner cartridge replacement and coordinating service calls with the vendor.
- Maintain general office organization and support other administrative tasks as assigned.
Account Manager Support Responsibilities
This position provides meaningful day-to-day support to Account Managers, including:
- Ordering and analyzing Motor Vehicle Records (MVRs)
- Requesting and reviewing loss runs from carriers
- Processing client change requests
- Issuing Auto ID Cards
- Issuing Certificates of Insurance
- Preparing IFTA worksheets and documentation for renewals
- Completing data entry in carrier portals as needed
- Backing up Assistant Account Managers in other Texas Transportation offices
- Ongoing insurance knowledge development and willingness to obtain applicable license
Qualifications
- High school diploma or equivalent required; college coursework a plus.
- Prior experience in an office, administrative, or customer service role.
- Insurance industry experience or active, applicable insurance license preferred.
- Strong organizational skills with excellent attention to detail and accuracy.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Professional verbal and written communication skills.
- Proficiency with Microsoft Office (Word, Excel, Outlook) and ability to learn carrier and agency management portals.
- Reliable, punctual, and able to maintain confidentiality of sensitive client information.
Physical Requirements
- Ability to sit or stand at a workstation for extended periods.
- Ability to lift and move packages/deliveries up to 25 lbs.
- Ability to operate standard office equipment (computer, phone, copier, postage/shipping equipment).
Department Account Management & Service Required Experience: Less than 1 year 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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