Commerical Lines Assistant Account Manager

Hub International-posted about 1 year ago

Full-time • Entry Level

Charlotte, NC

10,001+ employees

Insurance Carriers and Related Activities

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The Commercial Lines Assistant Account Manager at HUB International is responsible for supporting Account Managers and Producers in servicing assigned accounts. This role involves preparing and processing various insurance-related documents, providing quality customer service, and maintaining accurate records, all while adhering to company policies and procedures.

Prepares, reviews, and processes all transactions, correspondence, and documents for assigned accounts, including applications, billing policies, certificates, endorsements, invoices, and proposals.
Participates in the renewal preparation process by generating renewal updates on specified accounts.
Provides quality customer service to clients, team members, and carriers.
Communicates with company personnel regarding client needs and issues.
Maintains an accurate suspense system on all items requiring a response.
Navigates and utilizes carrier websites to obtain necessary documents and information.
Fields phone calls from insureds regarding coverage questions, changes, payments, and cancellations.
Responsible for scanning communications and documents.
Inputs and maintains data on account management and ancillary systems as required.
Provides mailroom and switchboard support when needed.
Performs other reasonable duties as assigned by the supervisor.

At least one year of insurance experience strongly preferred.
High School diploma or equivalent.
Ability to obtain state insurance license P&C within 90 days of employment.
Exceptional written and verbal communication skills.
Superior customer service and problem-solving skills.
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).
Detail-oriented self-starter.
Ability to work in a team environment.
Significant skill in handling competing demands and projects.
Excellent organizational skills and ability to prioritize and delegate responsibility.

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance
Focus on creating a meaningful environment through employee engagement events
Growth potential within the company
Strong community support and involvement through HUB Gives

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Commerical Lines Assistant Account Manager

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