Assistant Account Manager, Commercial Lines

Hub International Insurance•Newport Beach, CA

About The Position

The Assistant Account Manager provides support in obtaining, maintaining, expanding, and servicing commercial lines accounts. The role assists with certificates of insurance, policy changes, renewal information, client presentations, general account assistance, and special projects. It requires meeting daily production standards, goals, and service commitments.

Requirements

High school diploma or GED.
One to two years of insurance industry experience, or an equivalent combination of education and experience.
Property and Casualty license required within the first six months.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to communicate effectively and professionally, orally and in writing, with internal and external customers.
Ability to gather pertinent information, analyze it, and solve problems promptly and thoroughly.
Ability to prioritize and organize multiple tasks and responsibilities and complete assignments on time with accuracy.
Ability to respond to customer needs, solicit feedback, and handle difficult or emotional customer situations promptly and accurately.
Proficiency with Microsoft Office Suite and Outlook.
Critical-thinking skills, including using logic and reasoning to assess alternative solutions, conclusions, or approaches to problems.
Desire to learn and grow within the insurance industry.

Nice To Haves

Experience in Medical Malpractice Insurance.

Responsibilities

Assist the Account Management team with all aspects of the account-service process.
Respond to policy inquiries by phone and email, including questions about coverage, changes, additions, payments, and cancellations.
Complete daily service work, including certificates of insurance, policy changes, and client payments.
Participate in renewal preparation, including generating renewal updates on accounts.
Assist with marketing clients to carriers.
Coordinate premium financing and premium collection.
Check policies and endorsements and audit them for accuracy.
Prepare quotes and proposals.
Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, supporting account retention goals.
Maintain accurate, organized account files by documenting conversations, updating HUB and agency management systems, and ensuring data accuracy.
Perform other assigned duties and projects.