Assistant Account Manager, Commercial Lines

HUB International•Fresno, CA

6d•$50,000 - $60,000•Onsite

About The Position

HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions. The Commercial Lines Assistant is responsible for providing all aspects of service support to commercial lines insurance customers. The commercial lines assistant works under the direction of two to four account managers. The account manager will delegate work assignments to the commercial lines assistant. If needed, account servicing, additional training and problem-solving assistance will be provided by the account manager or department manager.

Requirements

Support and personally strive to follow DMIG’s stated Purpose, Values and Beliefs
Knowledge of the computer and associated programs: Epic agency management system, scanning software, various carriers’ on-line systems, Microsoft products
Understand and follow established DMIG/HUB procedures
Ability to perform basic math functions including addition, subtraction, multiplication, division, percentages and fractions
Ability to analyze work assignments and know when to ask for assistance in order to complete the assignments in a timely manner
Ability to respond promptly to customers’ needs, solicit customer feedback to improve service
Ability to speak clearly and persuasively in positive or negative situations, be an active listener, focus on solving conflict, maintain confidentiality
Prepare memos and professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information
Balance team and individual responsibilities, support team objectives, exhibit openness to the views of others, give and welcome feedback, when necessary, assist team on large projects to meet group work commitments
Perform all job requirements, consistently produce quality work, complete tasks accurately and on time, prioritize and plan work assignments, use time efficiently to meet productivity standards and commitments, take responsibility for own actions, be responsive to coaching from account manager and department manager
Strive to continuously pursue training and development opportunities to build knowledge and skills
Contribute to building a positive working environment, treat others with respect regardless of their position
Understand HUB Employee Handbook
High School Diploma
CA Property & Casualty Insurance License (or willing/able to obtain license within six months)
1 or more years of related experience

Nice To Haves

College degree is a plus

Responsibilities

Process policies: e-file/attach agent copy and process original copy for delivery to the insured – AM will proof policy
Issue Evidence and Certificates of Insurance
Process direct bill endorsements
Check on policy cancellation status with carriers/premium finance companies and report back to account manager
Order MVRs and update driver lists
Order loss runs
Order policy changes and update agency management system – when delegated to do so from account manager
Issue auto ID cards
Assist with back up receptionist duties including covering front desk phones, processing mail, scanning mail, routing faxes, as well as end of day kitchen duties
Printing, e-filing/attaching of on-line reports, policies, endorsements, and cancellation warnings.
Various department housekeeping and all other work assignments delegated by the account manager or department manager