Commercial Lines Associate 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 Customer Service Representative is responsible for the day-to-day servicing of specific accounts at the direction of the Account Executive and/or Producer. This position requires direct interaction with clients, Account Executives, Producers, insurance companies, finance companies and various departments within the HUB organization.

Essential Duties and Responsibilities

• Issue auto ID cards, binders, certificates & Evidence of Property
• Order loss runs and input information
• Order MVRs and E Mods
• Process change requests and cancelations - suspense and follow up, check and scan when received
• Audits - including checking rates, ordering worksheets and invoicing
• Support Account Manager and Account Executives - provide updates once policy is bound (update future application and pull over to current)
• Process new business and renewals
• Set up/update billing information
• Scan and input all correspondence into paperless file
• Email signed forms to carrier
• Invoices
• Prepare policies to be delivered
• Reconcile fleet schedules
• Prepare tabs for proposals
• Agent of record letters
• Finance agreement quotes
• Renewal of all policies
• Additional administrative duties - general scanning, mail, phone support
• Assist as needed with various projects
• Handle claims intake for the unit

Requirements

• High school diploma or equivalent
• 1-2+ years of Commercial Lines experienced preferred
• Active Property and Casualty License is preferred or must be willing to complete licensing requirements within 60 days of hire if not already obtained
• Strong computer skills and proficient with various software programs
• Must have excellent written and verbal communication
• Organized and highly detail-oriented
• Department Account Management & Service
• Required Experience: 1-2 years of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent