Personal Lines Assistant Account Manager

HUB International•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 prepares and processes account transactions and documents, supports renewal preparation, provides customer service to clients, team members, and carriers, and maintains account records and follow-up systems. It may also involve responding to insureds’ questions, obtaining information from carrier websites, scanning communications, and providing mailroom or switchboard support as needed. The position offers structured training, licensing support, and ongoing development opportunities. The successful candidate must be able to obtain a state Property and Casualty insurance license within 90 days of employment.

Requirements

Ability to obtain a state Property and Casualty insurance license within 90 days of employment.
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.

Nice To Haves

At least one year of insurance experience is strongly preferred.

Responsibilities

Prepare, review, and process transactions, correspondence, and documents for assigned accounts, including applications, new-account marketing and rating, billing, policies, endorsements, invoices, proposals for new and renewal accounts, change requests, evidences 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 about client needs and issues.
Maintain an accurate suspense system for items requiring a response.
Use carrier websites to obtain documents or information as needed.
Field insureds’ phone calls about coverage questions, changes, additions, payments, and cancellations as needed.
Scan communications and documents.
Input and maintain data in the account management system and ancillary systems as required.
Provide mailroom and switchboard support when needed.

Benefits

Competitive salaries and pay.
Medical, dental, and vision insurance, plus voluntary insurance options.
Health Savings Account funding.
401(k) matching.
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.
Employee engagement events.
Career growth opportunities.