Hub International-posted 3 months ago
Full-time • Entry Level
Remote • Houston, TX
5,001-10,000 employees
Insurance Carriers and Related Activities

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. This role involves preparing invoices, transmittals, ID cards, binders, and cancellation forms as required, reviewing and processing change requests, setting up and maintaining client files, and participating in the renewal preparation process. The associate will also provide quality customer service to clients, prepare policies for delivery, communicate with company personnel regarding client needs, and maintain accurate records.

  • 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
  • Insurance industry experience preferred
  • 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
  • Flexible Work-from-home scheduled if preferred
  • Significant opportunity for advancement
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