Assistant Account Manager, Commercial Lines

Hub International Insurance•Visalia, CA

About The Position

The Assistant Account Manager provides high-level support in obtaining, maintaining, expanding, and servicing commercial lines accounts. The role assists with certificates of insurance, policy changes, gathering renewal information, preparing client presentations, general account assistance, and special projects. It requires meeting daily production standards, goals, and service commitments. The position supports the Account Management team throughout the account-service process, responds to policy inquiries, and provides routine service to insureds and other stakeholders. It also assists with renewals, carrier marketing, premium financing and premium collection, policy and endorsement review, quotes and proposals, and maintaining accurate account records and system data. The role primarily involves remaining stationary during the workday, frequent communication with colleagues and clients in person and by telephone, and constant use of a computer and office productivity equipment. Occasional movement around the office is needed to access files and machinery. The expected salary range is $21–$25 per hour, depending on location and other factors.

Requirements

High school diploma or GED.
1–2 years of insurance industry experience, or an equivalent combination of education and experience.
Property and Casualty license required within the first 6 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 in a timely and thorough manner.
Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and accurately.
Ability to respond to customer needs, solicit feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Proficiency with Microsoft Office Suite and Outlook.
Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Desire to learn and grow within the insurance industry.
Ability to remain stationary for most of the workday, communicate and exchange accurate information, operate a computer and office productivity machinery, and occasionally move around the office.

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.
Perform 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.
Assist with coordinating premium financing and collecting premiums.
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 expectations.
Maintain accurate, organized account files by documenting conversations, updating HUB and agency management systems, and ensuring data accuracy.
Perform other assigned duties and projects.