Assistant Account Manager - Commercial Lines

HUB International•Wilmington, MA

1d•$20 - $33•Onsite

About The Position

The Assistant Account Manager supports Account Managers on client service, marketing, and renewal of commercial insurance accounts, following HUB’s best practices, policies, and standard procedures. The role works with Account Managers and Client Executives/Producers to gather pre-renewal information, assemble renewal submissions, complete preparatory work, and participate in strategy meetings to build account-management skills. It also collaborates with the Account Management Team to develop service strategies aligned with clients’ business needs and insurance objectives. The position maintains agency management systems and checks policies for accuracy across renewals, endorsements, audits, and cancellations. It prepares summaries of insurance and business templates, obtains carrier loss-run data, and assists with loss-analysis worksheets. Other client-service work may include updating applications and exposure schedules, preparing Massachusetts RMV forms for vehicle registrations, issuing evidence of property and certificates of liability, and monitoring team email. The role also maintains internal resources, follows industry developments, and conducts business with an understanding of the Company’s business and earnings implications. Other duties may be assigned by the Manager/Team Leader. This opportunity is with HUB International’s Commercial Lines team in its Wilmington, Massachusetts office. The stated expected pay range is $20.44 to $33.33 per hour, with compensation affected by skills, experience, work location, and the position’s business line, scope, and level.

Requirements

Related insurance support experience.
A producer’s license, or the ability to obtain one within six months of hire.
Proficiency with Microsoft Office and automated agency management systems.
Excellent customer service and communication skills.
Ability to prioritize workload and execute tasks with focused attention to detail and a sense of urgency.
Ability to problem-solve and communicate outcomes to stakeholders.
Excellent organizational and interpersonal skills, communication skills, and ability to work in a team environment.

Responsibilities

Support Account Managers with client service, marketing, and renewal of commercial insurance accounts in accordance with company practices, policies, and procedures.
Work with Account Managers and Client Executives/Producers on pre-renewal processes, collect pre-renewal information, and assemble complete renewal submissions.
Complete Critical Path pre-work and participate in account strategy meetings.
Collaborate with the Account Management Team on service strategies that align with client business needs and insurance objectives.
Update and maintain agency management systems according to service workflow procedures.
Check policies for accuracy for renewals, endorsements, audits, and cancellations, and update or enter policy and form details in the agency management system.
Create insurance summaries for existing client accounts and templates for new and renewal business using quoted coverages, exclusions, and endorsement terms offered by carriers.
Obtain loss-run data from carriers and assist with developing and maintaining loss-analysis worksheets.
Update Acord applications and exposure schedules, prepare Massachusetts RMV forms for vehicle registration transactions, issue evidence of property and certificates of liability from master templates, and monitor team email, as needed.
Maintain internal resources and stay informed about industry news, trends, and trade publications.
Conduct business with an understanding of the Company’s business and earnings implications.
Perform other responsibilities as assigned by the Manager/Team Leader.