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Associate Account Executive

1 month ago

Pittsburgh PA USA, United States HUB International Full time
About HUB International

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.

Job Summary

We are seeking a highly organized and detail-oriented Associate Account Executive to join our Account Management & Service team. As a key member of our team, you will provide support to the account management team and Property & Casualty department, processing lost policy release forms, transmitting correspondence to insured and carriers, and issuing certificates of insurance.

Key Responsibilities
  • Provide support to the account management team and Property & Casualty department
  • Process lost policy release forms; transmit correspondence to insured and carriers
  • Issue certificates of insurance, Auto ID Cards, and evidence of property forms to clients and client's representatives upon request
  • Perform billing-related functions such as premium invoicing, premium financing, reconciliation of commission items with HUB HFC/ARC, and follow up with clients on past due accounts receivable items
  • Assemble and download policy documents
  • Process endorsement requests and secure pricing from carriers if needed
  • Manage account documentation; send documentation to insured; and follow up to ensure it was received and submitted to the carrier
  • Maintain a follow-up system with insurance carriers to ensure requests are processed timely
  • Furnish underwriters with additional information as requested
  • Pursue a program for personal and professional development
  • Perform other specific duties and projects as assigned by management
Requirements
  • 1-2 years of insurance experience
  • Pennsylvania Property/Casualty License or willingness to sit for exam within 1st year of hire date
  • Well-organized with an aptitude for details
  • Strong written and oral communication skills
  • Strong work ethic
  • Understand and analyze insurance coverages, forms, and policies
  • Work normally scheduled hours and additional time as needed
  • Basic knowledge of Microsoft Office, especially Microsoft Excel, required
  • EPIC proficiency preferred
What We Offer
  • A rewarding job that helps local businesses in the community
  • 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's important for all of us
  • Learn from the expertise of your coworkers
  • Growth - HUB is growing, and so can your career
  • Be part of a motivated team
  • Hybrid work schedule