Assistant Account Manager, Commercial Lines
Hub International Insurance•Riverside, CA
•Onsite
About The Position
The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with 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
- Hold a high school diploma/GED (college preferred)
- Have at least 1-2 years of related insurance experience
- Are currently licensed or are willing to obtain an insurance license within 6 months of hire.
- Have exceptional attention to detail
- Have the confidence and demeanor to effectively interact with all levels within the organization
- Have demonstrated computer skills including Microsoft Office Suite and Outlook and possess a sincere 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.
Benefits
- health/dental/vision/life/disability insurance
- FSA, HSA and 401(k) accounts
- paid-time-off benefits
- eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
