Associate Account Manager, Commercial Lines

HUB International•Troy, MI

About The Position

The Associate Account Manager, Commercial Lines provides administrative and clerical support to HUB International’s Commercial Channel through customer service, client record maintenance, and assistance with special projects. The role coordinates servicing for assigned accounts with Account Managers and supports pre-renewal processes, account correspondence, policy processing, and accurate maintenance of account information. It also prepares insurance documents and checks policies and endorsements for completeness and accuracy. The position requires attention to detail, consistent follow-up, organization, and effective communication with internal and external clients. The associate is expected to take ownership of role expectations and conduct business with an understanding of the company’s business and earnings implications. HUB offers structured training, licensing support, and ongoing development opportunities; benefits and programs vary by employment status, role, location, and eligibility.

Requirements

1–2 years of insurance background or work in a professional office environment.
Intermediate skill level with Microsoft Office products, including Outlook, Word, and Excel.
Ability to organize large volumes of information and set priorities.
Attention to detail and consistency in follow-up.
Ability and desire to take ownership of role expectations, with accountability to internal and external clients.
Intermediate insurance knowledge and proven ability to apply it in daily work.
Strong verbal and written communication skills.

Responsibilities

Coordinate servicing of assigned accounts with the Account Manager.
Enter data as required by insurance company automation systems.
Support the Account Manager with pre-renewal processes.
Handle account correspondence and clerical processing, including applications and computer input.
Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required.
Review and process change requests in the agency management system.
Check policies and endorsements for completeness and accuracy, and prepare policies for policy check and delivery to clients.
Maintain an accurate suspense system for items requiring a response.
Scan and electronically file communications and documents.
Input and maintain data on the account management system and ancillary systems as required.
Perform other responsibilities as assigned by the Account Manager.