Assistant Account Manager, Commercial Lines Specialist
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.
Job SummaryThe Assistant Account Manager provides high-level support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This role assists with certificates of insurance, policy changes, gathering renewal information, preparing client presentations, general account assistance, and other special projects.
Key Responsibilities- Assist the Account Management team with all aspects of the account-service process.
- Respond to policy inquiries via phone and email, and field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations, etc.
- Responsible for service work as needed on a daily basis, including certificates of insurance, policy changes, and client payments.
- Participate in the renewal preparation process, including generating renewal updates on accounts.
- Assist with marketing clients to carriers and coordinating premium financing and the collection of premiums.
- Check policies/endorsements and audits for accuracy, and prepare quotes and proposals.
- Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
- Maintain accurate and organized account files by documenting conversations with clients and carrier representatives, and update all HUB computer systems and automated agency management systems.
- High School / GED
- 1-2 years of insurance industry experience or equivalent combination of education and experience
- Property & Casualty License required within the first 6 months
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
- Ability to effectively and professionally communicate orally and in writing with internal and external customers
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
- Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy
- Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
HUB International offers 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, providing continuous opportunities for growth and development, and empowering our people to make the best decisions for our customers and organization.
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