Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

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, requiring 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, fielding calls regarding coverage, changes, additions, payments, and cancellations.
• Performs daily service work 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 and courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.
• Maintains accurate and organized account files by documenting conversations and updating HUB computer systems and automated agency management systems.
• Performs other duties and projects as assigned.

Requirements

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

Skills

• Computer skills: proficiency with Microsoft Office Suite and Outlook.

Location

• North America

Work Type

• No Travel Required

Experience Level

• 1-2 years of relevant experience

Education Level

• High school or equivalent

Salary/Compensations

• $25-29/hr

Benefits

• Competitive and flexible benefits options
• 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

• HUB advises businesses and individuals on how to prepare for the unexpected.
• HUB is one of the worlds' largest insurance brokers.
• HUB focuses on providing customers with peace of mind through unrelenting advocacy and tailored insurance solutions.
• HUB's 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.
• HUB offers a competitive, exciting and friendly work environment that strategically positions employees for longevity and success.
• HUB believes in investing in the future of employees, providing continuous opportunities for growth and development.
• HUB's entrepreneurial culture empowers people to make the best decisions for customers and the organization.
• HUB focuses on expanding the industry knowledge of insurance professionals to better serve clients.
• HUB International Limited is an equal opportunity and affirmative action employer.

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 .
• EEOAA Policy
• E-Verify Program