Assistant Account Manager, Commercial Lines

HUB International•San Francisco, CA

1d•Hybrid

About The Position

The Assistant Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support staff in obtaining, maintaining, and expanding business. Can sit out of any CA city - residence within the San Francisco/Bay Area.

Requirements

High School / GED
1-2 years insurance industry experience or equivalent combination of education & experience
Property & Causality License required
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Ability to effectively work with a team and coach others in developing their skills and abilities.
Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

Nice To Haves

Desire to learn and grow within the insurance industry.

Responsibilities

Assists the Account Management team with all aspects of the account-service process.
Responds to policy inquiries via phone and email.
May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments.
Participates in the renewal preparation process, including generating renewal updates on accounts.
Assists with marketing clients to carriers.
Assists with coordinating premium financing and the collection of premiums.
Checks policies/endorsements and audits for accuracy.
Prepares quotes and proposals.
Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
Performs other duties and projects as assigned.