Commercial Lines Assistant Account Manager
HUB International
ABOUT HUB INTERNATIONAL:
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ 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/vision insurance 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 Commercial 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
billing
policies
certificates and evidences of insurance
endorsements
invoices
proposals for new and renewal accounts
change requests
audits
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 fields 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
Other reasonable duties as assigned by your supervisor
REQUIREMENTS:
At least one year of insurance experience strongly preferred
High School diploma or equivalent
Ability to obtain state insurance license P&C within 90 days of employment
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
Department Account Management & Service
Required Experience: Less than 1 year of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
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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