Personal Lines Assistant Account Manager

Hub International Insurance•Greensboro, NC

About The Position

The Personal Lines Assistant Account Manager assists Account Managers and Producers with servicing assigned accounts in accordance with company practices, policies, and procedures. The role supports account transactions and documentation, renewal preparation, customer service, communication with company personnel and carriers, and the maintenance of account records and systems. It may also include answering insureds’ questions and providing mailroom and switchboard support when needed. HUB International is a global insurance and employee benefits broker with more than 21,000 employees and over 600 offices throughout North America. HUB describes a collaborative, growth-oriented culture and offers training, licensing support, and ongoing development opportunities.

Requirements

At least one year of insurance experience is strongly preferred.
Exceptional written and verbal communication skills.
Superior customer service and problem-solving skills.
Proficiency with Microsoft Office Suite, including PowerPoint, Word, Excel, and 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.
Ability to obtain a state Property and Casualty insurance license within 90 days of employment.

Responsibilities

Prepare, review, and process transactions, correspondence, and documents for assigned accounts, including applications, marketing and rating for new accounts, billing policies, endorsements, invoices, proposals for new and renewal accounts, change requests, evidence of insurance, annual reviews, binders, cancellations, and new or renewal client electronic files.
Participate in renewal preparation, including generating renewal updates for accounts specified by the Account Manager and/or Producer.
Provide quality customer service to clients, team members, and carriers.
Communicate with company personnel regarding clients’ needs and issues.
Maintain an accurate suspense system for items requiring a response.
Use carrier websites to obtain documents and information as needed.
Field calls from insureds about coverage, changes, additions, payments, cancellations, and related questions, as needed.
Scan communications and documents.
Enter and maintain data in the account management system and ancillary systems as required.
Provide mailroom and switchboard support when needed.

Benefits

Medical, dental, and vision insurance, plus voluntary insurance options.
Health Savings Account funding.
401(k) matching program.
Company-paid life and short-term disability plans.
Supplemental life and long-term disability options.
Comprehensive wellness program.
Generous paid time off, including vacation, holidays, sick time, and personal time.
Paid parental leave.
Structured training, licensing support, and ongoing development opportunities.
Competitive pay and retirement savings matching.
Employee engagement events and community support through HUB Gives.