Hub International-posted 2 months ago
Entry Level
Tulsa, OK
5,001-10,000 employees
Insurance Carriers and Related Activities

As a Personal Lines Account Administrator, you will be responsible for assisting Account Managers and Producers with the servicing of assigned Personal Lines accounts in accordance with the practices, policies, and procedures of the Company.

  • Coordinate the servicing of assigned accounts with the Account Manager and/or Account Executive
  • Enter data as required by insurance company automation systems
  • Provide support to the Account Manager and/or Account Executive on pre-renewal processes
  • Handle correspondence and the clerical processing of accounts including applications and computer input of each account
  • Help track cancellation/reinstatement system for personal accounts
  • Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose
  • Prepare invoices, transmittals, ID cards, binders, and cancellation forms as required
  • Review and process change requests in the broker management system
  • Check policies and endorsements for completeness and accuracy
  • Maintain an accurate suspense system on all items that require a response
  • Responsible for scanning/electronic filing of communications and documents
  • Input/maintain data on broker management system and ancillary systems as required
  • Other responsibilities as assigned by Account Manager and/or Account Executive
  • Follow HUB Broker Standards
  • 3 Years of administrator related work experience
  • High school diploma or equivalent required
  • P&C License required or able to obtain within 120 days from hire
  • Must hold a valid Driver's License
  • Dependable transportation
  • Bilingual in English and Spanish a big plus
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