Assistant Account Executive - Personal Lines
About The Position
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 570+ offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. Job Purpose: We currently have an opportunity for an Assistant Account Executive. Reporting to the Senior Vice President and supporting a team of Account Executives of our Private Client Team. Additionally, you will assist the team with processing and updating high net worth client accounts, responding to requests, and supporting the service goals of the agency.
Requirements
- High school degree or office work experience
- Experience with an automated agency management system, preferably EPIC
- Excellent organizational skills and strong attention to detail
- Proven ability to manage multiple responsibilities in a deadline driven environment
- Possesses the ability to multitask
- Ability to work independently and collaboratively with a team
- Excellent written and verbal communication skills
- Proficient with Microsoft Office suite
- Valid P&C license preferred or must be willing to obtain P&C license if not licensed
Responsibilities
- Handling all processing requests for insurance renewals, endorsements, and cancellations
- Processing policy change requests from Account Executives as well as directly from customers
- Providing reports for processing new business and/or remarketing of accounts
- Providing Account Executives with quotes on existing or new accounts as needed
- Providing documentation to mortgage companies and lenders on behalf of clients
- Issuing binders, insurance identification cards, evidence, and certificates of insurance as requested by Account Executives
- Providing Account Executives with updated summaries of insurance
- Performing accurate and thorough reviews of client coverage, exposure, and price, and communicating recommendations to the customer in a timely manner
- Maintaining business relationships with customers, company representatives, underwriters, as well as HUB producers and employees
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA and 401(k) accounts
- paid-time-off benefits
- commissions for some positions
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
