Associate Account Manager, Insurance

Hub International•Napa, CA

32d•$25 - $27•Onsite

About The Position

Great opportunity to start a career in the insurance industry! Established in 1993, Paul Hanson Partners has developed a reputation as an expert in insurance products & related services to the transportation industry & currently insure more than 4000 moving & storage agents, van lines & contract drivers across the nation. Paul Hanson Partners is a division of Specialty Program Group, LLC part of HUB International Limited ("HUB"). When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600 offices across North America.

Requirements

Bilingual: Fluent and proficient in English and Spanish required
Knowledgeable in Microsoft office products (Outlook, Word, Excel, PowerPoint)
Must be able to have good judgement to make informative decisions when considering coverage exceptions/overrides, etc.
Strong oral & written communication skills
Adhere to employee manual including confidentiality requirements
Comply with Carrier partner(s) service practices, program guidelines & procedures
To assure that PHP brands are presented in the utmost professional manner when working with insurers, agents, customers, vendors and the community.
Provide additional support to Department Manager on special tasks/projects as needed
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent

Nice To Haves

Desire to obtain a Property & Casualty Insurance License within 9 months of employment

Responsibilities

Customer assistance throughout the insurance policy lifecycle
Conduct detailed review of insurance documents upon receiving submissions
Speak with insureds, agents and motor carriers in regards to accounts, policy verification and coverage deficiencies
Document information, follow up if necessary, and answer questions/concerns timely for clients
Provide detailed communications & summary of deficiencies to customers/agents
Provide administrative and transactional support to department Account Managers
Learn and conduct basic claim procedures such as claim verification, distribution & escalations.
Service claim deductible calls and other billing issues and discrepancies
Meet quality assurance requirements and other key performance metrics
Attend and participate in weekly team meetings
Provide primary backup support to Reception duties including in/outbound calls, mail, etc.
To process all Urgent tasks within two hours of receipt, by the end of business at the very least
Coordinate/manage relationships with our vendors to ensure all clients' requirements and expectations are exceeded
To Treat all employees with respect and courtesy in all business and personal matters