Associate Account Manager

3 weeks ago

Chicago, United States HUB International Full time

Job Description

**About Specialty Program Group**:
Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

**Summary of the Role**:
A pioneer in insurance technology, Insureon a division of Specialty Program Group operates the largest online insurance marketplace for small businesses in the U.S. Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need. We also license this platform to select industry participants who are looking to more effectively service their own clients. We are integrated with every major U.S. carrier, manage over $400M in premium annually and are licensed in all 50 states.

We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients.

We believe that our team members know what work location will enable them to do their best work in serving our customers. As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago location as a resource to work from instead of a daily workplace.

We are looking for a Digital Associate Account Manager to join our firm. This role is viewed as a developmental position with the objective of obtaining the skills, proficiencies and sustained performance to support our Digital Account Managers through retaining and servicing their book of business.

This position is hybrid and can be located anywhere in the US.

Essential Functions and Responsibilities;
Approved State Licenses needed

Oversee renewal of automatic and manual renewal policies

Identify and execute cross sell opportunities

Broker the terms and conditions of insurance contracts

Coordinate and monitor account servicing

Other duties may be assigned

**Additional or Daily Responsibilities**:
Assist the AM team members to act on alerts in the agency management system

Follow up with Carrier/ Client on new business quotes and renewals.

Review renewal data and assist AMs to maximize our book retention rate.

Support policy cancellation process.

Assist with customer servicing requests from clients by working with internal teams and carrier service centers.

Deliver excellent customer service to delight our customers in every online and offline interaction.

Have a full understanding of the processes in our agency management system to be able to assist in working renewals, process endorsements, cancellations, LPR’s, rating and Certificates

Successfully be able to prioritize and support the workloads for at least 2 Account Managers

Coverage training and utilization of carrier trainings

Back up the Account Manager in the event they are busy or out of the office

Develop strong communication with Underwriters to build our relationship

**Qualifications**:
1-2 years of relevant experience.

Familiar with Customer Account Servicing in regulated/financial services experience preferred.

**Education/Experience**:
High School Degree Required

4 Year Degree Preferred

**Physical Demands or Requirements**: This role requires sitting at a workstation for extended periods of time, while working in a dedicated office space in your home environment.

**Travel Requirements**:
This is a virtual first company and no travel is required to complete the responsibilities of this assignment.

\#SPG

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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E-Verify Program

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

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