About the position
Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned 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 19,000 professionals in 500 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for an Assistant Account Manager to join our Commercial Lines team in our East Long Meadow, MA office with the potential for hybrid.
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.
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.
