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Commercial Account Support Specialist

2 months ago


Waunakee, Wisconsin, United States HUB International Full time


Please note, this is a hybrid role reporting into our office 3 days per week and remote 2 days per week.

About HUB

In a rapidly evolving landscape, HUB provides guidance to businesses and individuals on how to prepare for the unforeseen.

As one of the largest insurance brokers globally, our commitment is to ensure our clients have peace of mind, knowing that their most valuable assets are safeguarded — through dedicated advocacy and customized insurance solutions that empower our clients.

Our expanding team of experts across North America represents a unique aggregation of entrepreneurs and leaders recognized for their excellence within the insurance sector.

Why Choose HUB?


With a network of over 550 HUB offices in North America, we offer a competitive, dynamic, and welcoming work environment that strategically positions our employees for long-term success.

At HUB, we are dedicated to investing in our employees' futures, providing ongoing opportunities for growth and development.

Our entrepreneurial culture nurtures an environment that empowers our team to make informed decisions for our clients and the organization, focusing on enhancing the industry knowledge of our insurance professionals to better serve our valued customers.

We are committed to offering competitive and flexible benefits options that align with your current needs and evolve as those needs change over time.

Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.


We are the ideal match if you:
are looking for a progressive work environment within a rapidly growing organization

have a passion for helping others secure their future

possess an entrepreneurial mindset and are motivated by the opportunity to expand the business

are focused on continuous learning and development to enhance your industry expertise

are a self-starter willing to invest time and effort to understand the technical aspects of our business

believe in integrity and building success through relationship development

Summary


HUB's Customer Service professionals deliver essential support to our clients through account management, claims management, daily client oversight, and underwriting services that position us as a leading sales and service organization in the insurance industry.

With a robust network of resources, you will collaborate with some of the industry's top talent to guide and support our clients' needs and provide them with innovative solutions.


The Commercial Lines Associate Account Manager offers administrative and clerical support to the Commercial Channel by assisting the team in delivering quality customer service.


In this role, you will:
Process lost policy release forms

Prepare Summaries of Insurance

Handle endorsement requests and secure pricing from carriers as needed

Manage account documentation including ERM 14 forms; send documentation to clients and follow up to ensure receipt and submission to the carrier

Maintain a follow-up system with insurance carriers to ensure timely processing of requests

Provide underwriters with additional information as requested

Enter client information and policy details into the broker management system

Verify policies for accuracy of information in comparison with the Insurance quote and Broker Management System

Request, process, and document Audits and Endorsement requests

Assemble/process renewal documents

Complete renewal kits and marketing exhibits

Pursue a program for personal and professional development

Perform other specific duties and projects as assigned by management

What you offer us:
1-2 years of experience in commercial insurance lines

Illinois property/casualty license appropriate to the position or willingness to sit for the exam within 60 days of hire

Strong organizational skills with attention to detail

Excellent written and verbal communication skills

Ability to understand and analyze insurance coverages, forms, and policies

Availability to work scheduled hours and additional time as needed

Basic knowledge of Microsoft Office required; EPIC preferred

What we offer you:
A rewarding position that supports local businesses in the community

Comprehensive medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)

A work/life balance because that is important for all of us

Learn from the expertise of your colleagues

Growth opportunities - HUB is expanding, and so can your career

Be part of a motivated team

Attention to all recruitment agencies:
HUB International does not accept agency resumes. HUB International is not responsible for any fees related to unsolicited resumes.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel:
Up to 25%

Required Education:
Bachelor's degree (4-year degree)


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.