Commercial Lines Assistant Account Manager

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: 1-2 years of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent