Servicing Account Manager

HUB International•Fort Worth, TX

2d•Hybrid

About The Position

The Servicing Account Manager assists Account Managers and Producers with servicing assigned accounts in accordance with Company practices, policies, and procedures. The role coordinates account handling, supports pre-renewal processes, processes account changes and related documentation, and helps deliver accurate work and excellent customer service. The position is hybrid and requires three days per week in the office. Other responsibilities may be assigned by the Manager.

Requirements

Property and Casualty license required, or must be obtained within 90 days of employment.
High level of computer literacy, including working knowledge of Microsoft Outlook, Word, Excel, PowerPoint, and Adobe.
Excellent communication and interpersonal skills.
Results-driven approach to meeting goals.
Strong attention to detail and accurate record keeping.
Excellent time-management skills and ability to set priorities and adapt to changing conditions and work assignments.
Willingness to enhance knowledge and skills.

Nice To Haves

Four-year college degree or industry-specific designation preferred.
Insurance experience preferred.
Knowledge of Applied Epic preferred.

Responsibilities

Coordinate the handling and servicing of assigned accounts with the Account Manager/Producers.
Review and process change requests in the agency management system.
Enter data into insurance company automation systems as required.
Support the Account Manager/Producer with pre-renewal processes.
Handle correspondence and clerical account processing, including applications, transactional file maintenance, and agency management system data entry.
Prepare invoices, transmittals, ID cards, certificates of insurance, evidence of insurance, binders, and cancellation forms as required.
Order loss runs as required.
Maintain an accurate suspense system for items requiring a response.
Develop familiarity with forms and paperwork, including their intent and purpose.
Implement a quality-control review process to ensure quality work and excellent customer service.
Conduct business with an understanding of the Company’s business and earnings implications.
Help renew bonds in the system as directed by the Account Manager.
Perform other responsibilities as assigned by the Manager.

Benefits

Structured training, licensing support, and ongoing development opportunities.
Competitive pay.
Comprehensive health benefits.
Retirement savings matching.
Company-paid life and disability plans.
Generous paid time off.
Paid parental leave.
Wellbeing program.
Collaborative, high-performing culture with meaningful engagement and opportunities for career growth.
Community impact opportunities through HUB Gives.