The Personal Lines Assistant Account Manager is responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.
Prepares, reviews, and processes all transactions, correspondence, and documents for assigned accounts, including but not limited to applications, marketing and rating new accounts, billing policies, endorsements, invoices, proposals for new and renewal accounts, change requests, evidences of insurance, annual reviews, binders, cancellations, and setting up new/renewal client electronic files.
Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager and/or Producer.
Provides quality customer service to clients, team members, and carriers.
Communicates with company personnel regarding the client's needs and/or issues.
Maintains an accurate suspense system on all items that require a response.
Navigates and utilizes carrier websites to obtain documents and/or information as needed.
May 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.
Provide mailroom and switchboard support, when needed.
At least one year of insurance experience strongly preferred.
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 - 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.