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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, 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
- 1-2 years insurance industry experience or equivalent combination of education & experience.
- Property & Casualty 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 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
- $24-28/hr
Benefits
- Health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- Paid-time-off benefits
- Eligible bonuses
- Equity
- Commissions for some positions
About the Company
- HUB advises businesses and individuals on how to prepare for the unexpected.
- HUB is one of the world's 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 unique aggregation of entrepreneurs and leaders.
- HUB offers a competitive, exciting, and friendly work environment.
- HUB strategically positions employees for longevity and success.
- HUB invests in the future of its 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 its insurance professionals.
- HUB is committed to providing competitive and flexible benefits options.
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