Insurance Account Associate
1 week ago
HUB International Limited, a leading global insurance broker, is seeking a highly motivated and organized individual to join our Long-Term Care division as an Assistant Account Executive. As a key member of our team, you will play a crucial role in providing exceptional service to our clients and driving business growth.
Key Responsibilities- Issue certificates of insurance, ID cards, schedules of insurance, and billing schedules to clients in a timely and accurate manner.
- Process endorsements, invoices, and exposure data within the Applied Epic AMS system.
- Liaise with the Accounting department, financing companies, and direct bill carriers to maintain up-to-date billing schedules for each client.
- Pass marketing, policy, and coverage correspondence to the appropriate contacts within the team.
- Perform other specific duties as directed by the Account Executive.
- Respond to certificate requests and payment inquiries in a timely manner.
- Process add/term requests as directed by the Account Executive.
- Handle epic activities associated with the onboarding process, renewal process, endorsement process, etc.
- Follow up with carriers for outstanding policies, endorsements, invoices, and other open items.
- Track and maintain a log of follow-up emails to clients and to markets.
- Reach out to clients directly regarding delinquent payments, notices of cancellation, notices of rescission, etc.
- Deliver policies and endorsements to clients after policy check has been completed.
- 2+ years of servicing experience, preferably with a brokerage company.
- Proficiency in Microsoft Excel.
- Good oral and written communication skills.
- Strong organizational skills.
- NY P&C Licensed preferred.
- Familiarity with Epic software a plus.
HUB International Limited is a global insurance broker with over 19,000 employees in 750 offices throughout North America. We offer a comprehensive benefit and total compensation package, including health/dental/vision/life/disability insurance, FSA, HSA, and 401(k) accounts, paid-time-off benefits, and commissions for some positions.
We are 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.
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