Account Coordinator
4 days ago
HUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. With a focus on providing peace of mind, our team of professionals across North America offers tailored insurance solutions that put our clients in control.
Why Choose HUB?Our network of over 450 HUB offices in North America provides a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. We believe in investing in the future of our employees, offering continuous opportunities for growth and development.
Job SummaryThe Account Coordinator will provide professional, courteous service to our customers, producers, and company personnel. With a positive attitude, the Account Coordinator will provide a high level of support in obtaining, maintaining, expanding, and servicing our employee benefits accounts.
Key Responsibilities- 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.
- Bachelor's degree highly preferred.
- 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.
- Life, Accident, and Health Insurance License preferred.
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.
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