Account Associate

Hub International Insurance•Dallas, TX

About The Position

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. General Description (SUMMARY, Scope, Purpose): The Personal Lines Account Associate is responsible for assisting Personal Lines Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company. Essential Duties & Responsibilities: The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Requirements

Insurance industry experience preferred
Property & Causality Insurance license required (or obtained within the first 90 days of employment).
Exceptional customer service skills
Excellent organizational, interpersonal, communication skills
Proven ability of working in a successful team environment
Strong data entry skills
Ability to exercise independent judgment
Proficient in Microsoft Word, Excel, Outlook, and internet utilization
Applied Agency Management System experience preferred but not required

Responsibilities

Prepares invoices, transmittals, ID cards, binders and cancellation forms as required
Reviews and processes change requests in the agency management system and confirms completeness and accuracy
Sets- up and maintains new and renewal client files
Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager or Producer
Provides quality customer service to clients, team members, and carriers
Prepares policies for delivery to clients including generating proposals and annual reviews for renewals and new business
Communicates with company personnel regarding the client’s needs and/or issues
Maintains an accurate suspense system on all items that require a response
Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
Maintains complete customer files
Responsible for scanning communications and documents
Input/maintain data on account management system and ancillary systems as required
Provide mail room and switchboard support, when needed
Other reasonable duties as assigned by your supervisor and overall support of the Account Manager and Producer