Assistant Account Manager, Commercial Lines
About The Position
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Assistant Account Manager assists account managers in certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production standards, goals and service commitments.
Requirements
- High School / GED
- 1-2 years insurance industry experience or equivalent combination of education & experience
- Property & Causality License or wiliness to obtain within first 6 months
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
- Ability to effectively and professionally communicate orally and in writing with internal and external customers.
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
- Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
- Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
- Computer skills: proficiency with Microsoft Office Suite and Outlook.
- Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Desire to learn and grow within the insurance industry.
Responsibilities
- Assist the Account Management team with all aspects of the account-service process
- 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.
- Assist with marketing clients to carriers.
- Assist with coordinating premium financing and the collection of premiums.
- Quickly respond to policy inquiries (email, phone).
- Prepare quotes and proposals.
- 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
- Check policies/endorsements/audits for accuracy.
- 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.
- Performs other duties and projects as assigned.
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
