Assistant Account Manager, Commercial Lines

HUB International is one of the world's largest insurance brokers, dedicated to providing customers with tailored insurance solutions. The Assistant Account Manager plays a crucial role in supporting clients and servicing commercial lines accounts, assisting with policy administration, client presentations, and ensuring high-quality customer service.

Responsibilities

• Assists the Account Management team with all aspects of the account-service process
• Responds to policy inquiries via phone and email. May field 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 but not limited to the following: 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 our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
• 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

Skills

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

Benefits

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

Company Overview