Account Manager Associate II - Personal Lines
About The Position
The Account Manager Associate supports Account Managers with the daily management of a group of personal lines accounts, delivering excellent and efficient client service. The role contributes to client retention and agency success by providing consistent service and supporting a culture of accountability, integrity, trust, respect, teamwork, and continuous improvement. Responsibilities include processing policy transactions, supporting submissions and renewals, preparing policy documents, responding to client inquiries, and keeping agency and data management systems current. The position follows agency workflows and procedures to help avoid errors and omissions. The role is based at HUB’s facility, with a regular full-time schedule. HUB offers structured training, licensing support, and ongoing development opportunities. Benefits and programs may vary by employment status, role, location, and eligibility.
Requirements
- High school diploma or equivalent.
- Willingness to obtain the Tennessee Property & Casualty License.
- Proficiency with computer applications such as Microsoft Office and EPIC or other account management systems.
- Superior customer service and problem-solving skills, with the ability to work in a team environment.
- Excellent written and verbal English communication skills.
- Ability to work a regular, full-time schedule at HUB’s facility or facilities.
Nice To Haves
- Previous experience in clerical roles.
Responsibilities
- Process cancellations, endorsements, and reinstatements.
- Perform policy uploads and issuance at the direction of the Account Manager.
- Support the Account Manager in preparing submissions for delivery to carriers.
- Prepare policy summaries and policy identification cards for clients.
- Process manual invoices as required.
- Update information in the Agency Management System.
- Review policy checklists for completion for renewals and new business.
- Process cancellations, endorsements, rewrites, and reinstatements for existing clients as warranted and guided by the Account Manager.
- Respond to customer inquiries as needed, primarily for clients within Service Centers.
- Keep the data management system current and maintain submission tracking.
- Send schedules and applications to insureds for completion and issue policies to clients.
- Follow agency workflows and procedures to avoid errors and omissions.
Benefits
- Competitive salaries and benefits offerings.
- Medical, dental, and vision insurance and voluntary insurance options.
- Health Savings Account funding.
- 401(k) matching program.
- Company-paid life and short-term disability plans.
- Supplemental life and long-term disability options.
- Comprehensive wellness program.
- Generous paid time off, including vacation, holiday, sick, and personal time.
- Employee engagement events.
- Structured training, licensing support, and ongoing development opportunities.
- Paid parental leave.
- Community support and involvement through HUB Gives.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
