Assistant Account Manager, Personal Lines
HUB International•Culver City, CA
•$21 - $24•Onsite
About The Position
The Assistant Account Manager is responsible for assisting Account Managers and Senior Account Managers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.
Requirements
- One or more years of professional office experience preferred
- High School or equivalent
- P & C Insurance Producer License Required within 90 Days of Start
- Applicable insurance experience preferred
- Exceptional customer service skills
- Excellent organizational, interpersonal, communication skills
- Proven ability of working in a successful team environment
- Strong data entry skills
- Strong attention to detail
- Proficient in Microsoft Word, Excel, Outlook, and internet utilization
- 1-2 years of relevant experience
Nice To Haves
- Applied EPIC Agency Management System experience preferred but not required
Responsibilities
- Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
- Review and process change requests in the system of record
- Set-up and maintain new and renewal client files in the system of record
- Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer
- Provide quality customer service to clients, team members, and carriers
- May review policies and endorsements for completeness and accuracy
- Prepare policies for delivery to clients
- Communicate with company personnel regarding the client’s needs and/or issues
- Use system’s “activity” function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests
- Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
- Responsible for scanning communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Prepare and coordinate all transactions, documents, and internal processing for assigned accounts
- Other reasonable duties 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
