Assistant Account Manager, Commercial Lines
HUB International is one of the world's largest insurance brokers, dedicated to providing customers with tailored insurance solutions. The Assistant Account Manager plays a crucial role in supporting clients and servicing commercial lines accounts, assisting with policy administration, client presentations, and ensuring high-quality customer service.
Responsibilities
- Assists the Account Management team with all aspects of the account-service process
- Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc
- Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments
- Participates in the renewal preparation process, including generating renewal updates on accounts
- Assists with marketing clients to carriers
- Assists with coordinating premium financing and the collection of premiums
- Checks policies/endorsements and audits for accuracy
- Prepares quotes and proposals
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
- Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
- Performs other duties and projects as assigned
Skills
- High School / GED
- 1-2 years insurance industry experience or equivalent combination of education & experience
- Property & Causality License required
Benefits
- Health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- Paid-time-off benefits
- Eligible bonuses
- Equity and commissions for some positions
Company Overview