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. The role delivers efficient, high-quality client service and contributes to client retention and agency success while fostering accountability, integrity, trust, respect, teamwork, and continuous improvement. The associate processes policy changes and related transactions, prepares and issues policy materials, supports account submissions to carriers, responds to client inquiries, and maintains accurate information and submission tracking in the agency management system. The role follows agency workflows and procedures to help prevent Errors and Omissions.
Requirements
- High school diploma or equivalent.
- Previous experience in clerical roles preferred.
- Willingness to obtain a 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 facilities.
Nice To Haves
- Previous experience in clerical roles.
Responsibilities
- Process cancellations, endorsements, reinstatements, and rewrites for existing clients as directed or warranted.
- Upload and issue policies at the direction of the Account Manager.
- Support Account Managers 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 and maintain current data and submission tracking.
- Review policy checklists for completion on renewals and new business.
- Respond to customer inquiries, primarily from clients within Service Centers.
- Send schedules and applications to insureds for completion and issue policies to clients.
- Follow agency workflows and procedures to help avoid Errors and Omissions.
Benefits
- Competitive pay and salaries.
- Medical, dental, and vision insurance, plus voluntary insurance options.
- Health Savings Account funding.
- 401(k) matching.
- Company-paid life and short-term disability plans.
- Supplemental life and long-term disability options.
- Comprehensive wellness program.
- Generous paid time off, including vacation, holidays, sick time, and personal time.
- Paid parental leave.
- Structured training, licensing support, and ongoing development opportunities.
- Employee engagement events and a collaborative team culture.
- Community support and involvement through HUB Gives.
- Career growth opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
