Assistant Account Manager - Specialty Real Estate

Hub International Insurance•Wilmington, MA

16d•Hybrid

About The Position

HUB International is seeking an Assistant Account Manager to join their Commercial Lines Specialty Real Estate team in Wilmington, MA. This role operates on a hybrid schedule and is responsible for supporting Account Managers in all aspects of client service, marketing, and renewal of commercial insurance accounts. HUB International is a large insurance brokerage with a focus on investing in its people and fostering a culture of belonging, as evidenced by various workplace awards. They offer a broad range of insurance, retirement, and wealth management products and services, with a global reach and regional agility.

Requirements

Related insurance support experience.
Producer’s license or ability to obtain license 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 sense of urgency.
Ability to problem solve and communicate outcomes to stakeholders.
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
2-5 years of relevant experience.
High school or equivalent.

Responsibilities

Works closely with Account Managers and Client Executives/Producers on pre-renewal processes, in capturing pre-renewal information and assembling complete renewal submissions.
Completing pre-work for Critical Path and participates in strategy meetings for high level view of client accounts and learning skills needed for successful account management.
Collaborates with Account Management Team on service strategies, aligning client’s business needs and ensuring insurance objectives are met with highest service standards.
Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
Creates summaries of insurance on existing client accounts and templates for new and renewal business by excerpt of quoted coverages, exclusions and endorsement terms offered by carrier.
Obtain loss run data from carriers and assisting with developing and maintenance of loss analysis worksheets.
Client services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team.
Maintain various internal resources, staying apprised on industry news, trends, and trade publications for growth opportunities and to gain competitive edge for offering top tier HUB agency services.
Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Other responsibilities as assigned by Manager/Team Leader.

Benefits

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education
health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.