Hub International-posted 3 months ago
$25 - $28/Yr
Full-time • Entry Level
Yakima, WA
5,001-10,000 employees
Insurance Carriers and Related Activities

We are currently seeking an Associate Account Manager to join our growing Commercial Insurance team. You'll be assisting the account managers with preparing invoices, reviewing, and processing endorsements, policy checking and issuing binders and ID cards. Other tasks include preparing invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required, reviewing and processing change requests in the system of record, setting up and maintaining new and renewal client files in the system of record, participating in the renewal preparation process, providing quality customer service to clients, team members, and carriers, and fielding phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.

  • Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
  • Review and process change requests in the system of record
  • Set-up and maintain new and renewal client files in the system of record
  • Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Producer
  • Provide quality customer service to clients, team members, and carriers
  • May review policies and endorsements for completeness and accuracy
  • Prepare policies for delivery to clients
  • Communicate with company personnel regarding the client's needs and/or issues
  • Use system's 'activity' function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests
  • Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
  • Responsible for scanning communications and documents
  • Input/maintain data on account management system and ancillary systems as required
  • Prepare and coordinate all transactions, documents, and internal processing for assigned accounts
  • At least 2 years insurance experience
  • Excellent verbal and written communication skills
  • Strong knowledge of Microsoft Office products
  • Experience working with EPIC
  • 401k plan where the Company matches 50% of the first 6% you contribute
  • Paid parental leave
  • Medical, dental, and vision options
  • Robust wellness program
  • Paid vacation, paid holidays, floating holidays and more!
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