Servicing Account Manager

Hub International Insurance•Fort Worth, TX

1d•Hybrid

About The Position

The Servicing Account Manager assists Account Managers and Producers with servicing assigned accounts in accordance with the company’s practices, policies, and procedures. The role coordinates account handling, processes service requests and documentation, supports pre-renewal activities, and provides accurate, high-quality customer service. Other responsibilities may be assigned by the Manager. This is a hybrid role requiring three days per week in the office.

Requirements

Property and Casualty license required, or must be obtained within 90 days of employment.
Excellent communication and interpersonal skills.
Results-driven approach to meeting goals.
Strong attention to detail and accurate record keeping.
Excellent time management skills, including the 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.
High computer literacy, including working knowledge of Microsoft Outlook, Word, Excel, PowerPoint, and Adobe.
Knowledge of Applied Epic preferred.

Responsibilities

Coordinate the handling and servicing of assigned accounts with the Account Manager and Producers.
Review and process change requests in the agency management system.
Enter data in insurance company automation systems as required.
Support the Account Manager and Producer with pre-renewal processes.
Handle correspondence and clerical processing of accounts, including applications, transactional file maintenance, and account input in the agency management system.
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 promote 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.