Account Administrator, Commercial Lines

Hub International • Tulsa, OK

404d

About The Position

The Commercial Lines Account Administrator at HUB International is responsible for supporting Account Managers, Account Executives, and Risk Consultants in servicing assigned Commercial Lines accounts. This role involves coordinating account servicing, data entry, processing insurance requests, and maintaining accurate records, all while adhering to company policies and procedures.

Requirements

• 3 years of administrator related work experience (Insurance Industry experience preferred)
• High School diploma or equivalent
• Bachelor's degree preferred
• P&C License required or able to obtain within 120 days from hire
• Proficient in Microsoft Office including Excel, Word, and PowerPoint
• Bilingual in English and Spanish is a plus

Nice To Haves

• Experience in the insurance industry
• Strong communication skills
• Ability to work in a team environment
• Attention to detail

Responsibilities

• Coordinate the servicing of assigned accounts with the Account Manager
• Enter data as required by insurance company automation systems
• Provide support to the Account Manager on pre-renewal processes
• Handle correspondence and clerical processing of accounts including applications and computer input
• Process certificate of insurance requests as needed
• Help track cancellation/reinstatement system for commercial accounts
• Develop complete familiarity with all forms and paperwork including their intent and purpose
• Conduct business from a professional standpoint and willingness to learn
• Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
• Review and process change requests in the broker management system
• Prepare policies for policy check and delivery to clients
• Maintain an accurate suspense system on all items that require a response
• Scan/electronic filing of communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Attend industry related continuing education training and courses
• Follow HUB Broker Standards

Benefits

• Health insurance
• 401k plan
• Paid holidays
• Professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED