Personal Lines Account Manager Assistant

Hub International Insurance•Benton, KY

7d•Onsite

About The Position

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: 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 because that’s important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: The Account Manager Assistant is accountable for delivering excellent and efficient service by assisting the Account Manager(s) with the daily management of a group of accounts. The Account Manager Assistant I has an impact on agency success by assisting in achievement of client retention goals, effectively and consistently providing client service, and fostering a culture of accountability, integrity, trust, respect and teamwork while focusing on continuous improvement.

Requirements

High School Diploma or Equivalent
Previous experience in clerical roles preferred
Active P & C license or must be obtained within 6 months
Demonstrate proficiency in computer applications such as Microsoft Office and EPIC or other Account Management Systems
Superior customer service and problem-solving skills with the ability to work in a team environment
Excellent written and verbal English communications skills required
Ability to work a regular, full-time work schedule at HUB’s facility(s)

Nice To Haves

Previous experience in clerical roles preferred

Responsibilities

Processes cancellations, endorsements, reinstatements
Performs policy upload and issuance at direction of Account Manager
Supports the Account Manager in preparing the submission in order to deliver to the carriers
Prepares policy summaries and policy identification cards for client
Processes manual invoices as required
Update information in Agency Management System
Reviews Policy Checklist for completion on Renewals and New Business
Performs the process for cancellations, endorsements, rewrites, and reinstatements for existing clients as warranted and guided by Account Manager
Responds to customer inquiries as needed primarily clients within Service Centers
Keeps the data management system up to date with current information as well as submission tracking
Sends schedules and applications to insureds for completion and issues policies to clients
Follow the agency workflows and procedures to avoid Errors and Omissions

Benefits

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 because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives