Commercial Lines Account Administrator, Certificate Management

Hub International InsuranceKansas City, MO
Onsite

About The Position

As an entry-level Commercial Lines Account Administrator, you will be responsible for assisting Account Managers, Account Executives, and Risk Consultants with the servicing of assigned Commercial Lines accounts. This role involves adhering to the company's practices, policies, and procedures, specifically concerning Certificate issuance. You will coordinate account servicing with the Account Manager, provide support on certificate processing, and handle correspondence and clerical tasks, including computer input for each account. A key part of the role involves reviewing contracts for insurance requirements to issue certificates, navigating the management system to pull policy documents for certificate holders, and developing a thorough understanding of all forms and paperwork. The position requires conducting business professionally, a willingness to learn, and preparing certificates of insurance, evidence of property, and binders of insurance. You will maintain an accurate suspense system for items requiring a response, scan and electronically file communications and documents, and input/maintain data in account management and ancillary systems. Other responsibilities may be assigned by the Account Manager. The role also includes attending industry-related continuing education training and courses, entering data as required by insurance company automation systems, and following HUB Broker Standards.

Requirements

  • 3 Years of administrator related work experience (Insurance Industry experience preferred)
  • High School diploma or equivalent required
  • P&C License required or able to obtain within 120 days from hire
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  • Ability to write routine reports and correspondence.
  • Ability to speak effectively customers and teammates.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
  • Proficient in Microsoft Office including Excel, Word and Power Point
  • Follow guidelines on working in BMS (EPIC) for premium efficiency with your team.
  • Must hold a valid Driver’s License
  • Dependable transportation

Nice To Haves

  • Bachelor’s degree preferred
  • Bilingual in English and Spanish a big plus.

Responsibilities

  • Coordinate the servicing of assigned accounts with the Account Manager
  • Provide support to the Account Manager on certificate processing
  • Handle correspondence and the clerical processing of accounts including computer input of each account
  • Assist in review of contract regarding insurance requirements for issuance of certificates
  • Navigate the management system pulling policy documents to include for certificate holders
  • Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose
  • Conduct business from a professional standpoint and willingness to learn
  • Prepare certificates of insurance, evidence of property & binders of insurance forms as required.
  • Maintain an accurate suspense system on all items that require a response
  • Responsible for scanning/electronic filing of communications and documents
  • Input/maintain data on account management system and ancillary systems as required
  • Other responsibilities as assigned by Account Manager
  • Attends industry related continuing education training and courses.
  • Enter data as required by insurance company automation systems
  • Follow HUB Broker Standards

Benefits

  • HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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