Associate Account Manager

2 months ago

Scottsdale, United States HUB International Full time

The Associate AM will provide professional, courteous service to our customers, producers, and company personnel. With a positive attitude, the Account Representative will provide a high level of support in obtaining, maintaining, expanding, and servicing our employee benefits accounts. The Associate AM will work with producers to maintain synergy among HUB corporate goals, carrier requirements, and the needs of our customers.

JOB DUTIES

Respond promptly and professionally to the service needs of our insureds.

Provide clerical and technical support to Producers to benefit clients and to reach agency's strategic business goals.

Assist producer in adding coverages to existing accounts.

Produce quote requests, spreadsheets and other related items while verifying their accuracy.

Maintain controls on renewals to ensure timely preparation and processing.

Prepare summaries of insurance and proposals as needed for account review.

Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer.

Refers current and prospective clients to other departments for solicitation of those lines of business.

Adhere to all Agency systems, procedures, and state regulations.

Communicate effectively orally and in writing.

Broad knowledge of insurance products and usages and ability to work independently.

Ability to utilize computer programs and understand functionality.

Oversee functions performed by Assistant CSSs.

Maintain required client filing.

QUALIFICATIONS

High School diploma, four years in insurance company or agency with at least three of those years in employee benefits.

Experience working with computers in Windows environment.

Strong MS Office skills, e.g., MS Word and MS Excel.

Good written and oral communication skills.

Above average mathematical skills.

Department Account Management & Service

**Required Experience**: 1-2 years of relevant experience

**Required Travel**: No Travel Required

**Required Education**: High school or equivalent

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