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About the Role

The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information, preparing client presentations, general account assistance, and other special projects. This position will require meeting daily production standards, goals, and service commitments.

Responsibilities

Assists the Account Management team with all aspects of the account-service process.
Responds to policy inquiries via phone and email.
Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
Responsible for service work as needed on a daily basis, including certificates of insurance, policy changes, and client payments.
Participates in the renewal preparation process, including generating renewal updates on accounts.
Assists with marketing clients to carriers.
Assists with coordinating premium financing and the collection of premiums.
Checks policies/endorsements and audits for accuracy.
Prepares quotes and proposals.
Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.
Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives.
Updates all HUB computer systems and automated agency management systems.
Ensures the accuracy of data.
Performs other duties and projects as assigned.

Requirements

High School / GED
1-2 years insurance industry experience or equivalent combination of education & experience
Property & Causality License required within first 6 months

Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Proficiency with Microsoft Office Suite and Outlook.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Desire to learn and grow within the insurance industry.

Location

North America

Work Type

Onsite

Experience Level

1-2 years

Education Level

High School / GED

Salary/Compensations

$30 - $34/hr

Benefits

Health/dental/vision/life/disability insurance
FSA, HSA and 401(k) accounts
Paid-time-off benefits
Eligible bonuses, equity and commissions for some positions

About the Company

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.
As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control.
Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success.
At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.
Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time.
Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

Equal Opportunity

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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