Personal Lines Assistant Account Manager
About The Position
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. HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
Requirements
- 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
- Ability to obtain state insurance license (P&C) within 90 days of employment
Nice To Haves
- 1-2 years of relevant experience
Responsibilities
- Prepares, reviews, and processes all transactions, correspondence, and documents, for assigned accounts, including but not limited to the following: 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 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
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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
