Commercial Lines Associate Account Manager

HUB International • Waukesha, WI

2d

About The Position

The Commercial Lines Associate Account Manager provides administrative and clerical support to HUB’s Commercial Channel, helping the team deliver quality customer service. The role supports account management and day-to-day client service by handling policy and account documentation, coordinating requests with insurance carriers and underwriters, and maintaining accurate information in the broker management system. The position also includes completing renewal materials and pursuing personal and professional development.

Requirements

• 1–2 years of insurance experience.
• Wisconsin property/casualty license required.
• Well organized with an aptitude for details.
• Strong written and oral communication skills.
• Ability to understand and analyze insurance coverages, forms, and policies.
• Work normally scheduled hours and additional time as needed.
• Basic knowledge of Microsoft Office.

Nice To Haves

• Knowledge of EPIC.

Responsibilities

• Process lost policy release forms.
• Prepare Summaries of Insurance.
• Process endorsement requests and secure pricing from the carrier when needed.
• Manage account documentation, including ERM 14 forms; send documentation to insureds and follow up to ensure it was received and submitted to the carrier.
• Maintain a follow-up system with insurance carriers to ensure requests are processed in a timely manner.
• Furnish underwriters with additional information as requested.
• Enter client information and policy details into the broker management system.
• Check policies for accuracy against the insurance quote and Broker Management System.
• Request, process, and document audits and endorsement requests.
• Assemble and process renewal documents.
• Complete renewal kits and marketing exhibits.
• Pursue a program for personal and professional development.
• Perform other specific duties and projects as assigned by management.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) matching program.
• Health Savings Account funding.
• Voluntary insurance options.
• Two weeks of vacation plus personal, sick, and floating holidays.
• Competitive pay.
• Company-paid life and disability plans.
• Paid parental leave.
• Wellbeing program.
• Structured training, licensing support, and ongoing development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed