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Insurance Account Coordinator

2 months ago


Blue Bell, Pennsylvania, United States 5HC Hub International Group Northeast Inc. Full time

**About 5HC Hub International Group Northeast Inc.**

HUB International Limited is a leading global insurance broker, providing a diverse range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With a strong presence in North America, HUB has a significant market share, driven by its industry-leading success in mergers and acquisitions.

**Job Summary**

We are seeking a highly skilled Customer Service Representative to join our Commercial Lines group in a dynamic office environment. This role will involve servicing existing accounts, coordinating account activity, and evaluating existing coverages to make recommendations as needed.

**Key Responsibilities**

  • Request and follow up on routine policy changes
  • Receive, review, bill, and forward invoices, endorsements, audits, and other documents as necessary
  • Request loss runs and prepare loss summaries
  • Prepare summaries/schedules of insurance
  • Rate with on-line carrier as needed
  • Support Account Managers and Account Executives with providing client service to commercial accounts
  • Assist Account Managers with updating insurance renewal proposals, issuing Certificates of Insurance, and other Evidence of Coverage documents as needed
  • Maintain accurate data in agency management system

**Requirements**

  • 4-year college degree or equivalent work experience
  • Prior office experience
  • Ability to establish and maintain relationships with co-workers, clients, and carriers
  • Excellent written and verbal communication skills
  • Superb attention to detail and strong organization skills
  • Ability to manage multiple responsibilities in a deadline-driven environment
  • Proven ability to work independently and collaboratively with a team
  • Proficiency with Microsoft Office; experience with EPIC a plus
  • Interest in obtaining P&C License

**About Us**

5HC Hub International Group Northeast Inc. 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.