Assistant Account Manager, Commercial Lines Specialist

4 days ago


Visalia, California, 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

The 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.
Requirements
  • 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
Preferred Qualifications
  • 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
Why Choose HUB International?

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.


  • Accounting Specialist

    4 weeks ago


    Visalia, California, United States California Dairies Full time

    Accounting Specialist Job DescriptionCalifornia Dairies, Inc. is seeking a highly skilled Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for updating daily, weekly, and monthly inventory and sales reports. This role requires strong analytical skills, attention to detail, and the ability to work independently.Key...

  • Accounting Specialist

    4 weeks ago


    Visalia, California, United States Staffing Full time

    Job Title: Accounting/Payroll SpecialistWe are seeking a highly skilled Accounting/Payroll Specialist to join our team at Diverse Staffing Company.Key Responsibilities:Manage construction bookkeeping, including accounts payable and accounts receivable.Process payroll for public works projects, ensuring compliance with DIR regulations.Prepare and submit DIR...


  • Visalia, California, United States PrideStaff - Visalia, CA Full time

    Job DescriptionPrideStaff - Visalia, CA is seeking an experienced Accounting Specialist to join their team. The ideal candidate will have a strong background in financial data analysis, bookkeeping, and financial operations.Responsibilities:Compile and analyze financial data to identify trends and areas for improvementPrepare and review financial reports,...


  • Visalia, California, United States PrideStaff Full time

    Accounts Payable / Accounting ClerkJob Summary:This position is responsible for managing the billing process for our customers and providing support to the Accounting Team as needed. The ideal candidate will have a strong understanding of accounting principles and be able to work accurately and efficiently in a fast-paced environment.Key...


  • Visalia, California, United States Staffing Full time

    Job Title: Accounting/Payroll SpecialistWe are seeking a highly skilled Accounting Specialist with payroll experience to join our team. The ideal candidate must have a strong background in construction bookkeeping and Certified Payroll for public works, with a proven track record of working on DIR-registered projects.Key Responsibilities:Manage construction...

  • Accounting Assistant

    4 weeks ago


    Visalia, California, United States PrideStaff Full time

    Accounting Clerk Job DescriptionThis role is responsible for managing the financial aspects of our business, including billing customers and assisting the accounting team as needed. The focus is on accounts payable.Key Responsibilities:Process and manage payables, including scanning, routing, and entering various payments according to business unit and...

  • Account Specialist

    3 weeks ago


    Visalia, California, United States Fastenal Full time

    About the RoleWe are seeking a highly motivated and customer-focused Account Specialist to join our team at Fastenal. As an Account Specialist, you will be responsible for developing and executing a sales plan in a local territory to reach and exceed sales goals. You will work directly with key accounts, growing and maintaining an assigned book of business,...

  • Accounting Assistant

    4 weeks ago


    Visalia, California, United States Express Employment Professionals Defunct Full time

    Accounting Clerk **Job Summary:** We are seeking an experienced Accounting Clerk to join our team at Express Employment Professionals Defunct. As an Accounting Clerk, you will be responsible for performing various accounting tasks, including data entry, invoice processing, accounts payable/receivable, bank reconciliation, journal entries, expense reports,...


  • Visalia, California, United States PrideStaff - Visalia, CA Full time

    Job DescriptionA financial management specialist is needed to maintain the business ledger, prepare financial statements, and record transactions. The ideal candidate will also manage accounts payable and accounts receivable, issue invoices, and collect payments. Additionally, the specialist will prepare tax returns and monthly financial...

  • Accounting Specialist

    3 weeks ago


    Visalia, California, United States PrideStaff - Visalia, CA Full time

    Job OpportunityAt PrideStaff - Visalia, CA, we are seeking a skilled Accounting Specialist to join our team! As an integral part of our organization, you will play a crucial role in compiling data, computing charges, and preparing invoices. Key Responsibilities:Accurately calculate costs of goods and servicesEffectively track and record deliveries to...


  • Visalia, California, United States Stardom Employment Consultants Full time

    Accounting SpecialistStardom Employment Consultants is seeking a highly skilled Accounting Specialist to join our finance team. The ideal candidate will possess a strong understanding of accounting principles, excellent analytical skills, and the ability to manage multiple tasks efficiently.Key Responsibilities:Process and record daily financial...

  • Accounting Specialist

    4 weeks ago


    Visalia, California, United States Stardom Employment Consultants Full time

    Job Summary:The Bookkeeper will be responsible for maintaining accurate financial records, including managing accounts payable and receivable, reconciling bank statements, and ensuring compliance with financial regulations. The ideal candidate will have a strong attention to detail, excellent organizational skills, and the ability to work independently.Key...

  • Accounting Manager

    4 weeks ago


    Visalia, California, United States Heavy Road Industries Full time

    Job Title: Accounting ManagerWe are seeking an experienced Accounting Manager to join our team at Heavy Road Industries. As a key member of our finance department, you will be responsible for planning and directing the accounting operations of the company, including overseeing the general ledger, accounts receivable, accounts payable functions, and tax...

  • Accounting Clerk

    7 days ago


    Visalia, California, United States Volt Full time

    Accounting Clerk Job DescriptionVolt is seeking a skilled Accounting Clerk to join our team in the Visalia/Goshen Area. As an Accounting Clerk, you will be responsible for scanning, routing, and entering payables based on business unit and manager specifications.Key Responsibilities:Process payables, creating disbursements in accordance with payment terms...


  • Visalia, California, United States Staffing Full time

    Job OpportunityWe are seeking a highly skilled Accounting Specialist with payroll experience to join our team at Diverse Staffing Company.The ideal candidate will have a strong background in construction bookkeeping and Certified Payroll for public works, with a proven track record of working on DIR-registered projects.Key Responsibilities:Manage...

  • Accounting Manager

    4 days ago


    Visalia, California, United States Family HealthCare Network Full time

    Job SummaryFamily HealthCare Network is seeking an experienced Accounting Manager to lead our Accounting Department. The successful candidate will be responsible for managing the daily activities of the department, overseeing internal analyses, and performing other duties as assigned.Key ResponsibilitiesDepartment ManagementDevelop and implement departmental...


  • Visalia, California, United States Goodyear Full time

    Job SummaryWe are seeking a skilled Commercial Tire Technician to join our team at Goodyear. As a key member of our roadside service team, you will be responsible for servicing commercial tires, including dismounting, mounting, and repairing various types of tires.Key ResponsibilitiesServicing commercial tires, including dismounting, mounting, and repairing...


  • Visalia, California, United States PrideStaff - Visalia, CA Full time

    Job DescriptionThe Accounts Payable Specialist is responsible for providing financial, administrative, and clerical support to a company. They are in charge of making payments owed by the company to suppliers and other creditors, paying vendor invoices or bills, and recording the company's short-term debts.Key Responsibilities:Process and pay vendor invoices...


  • Visalia, California, United States Gallagher Full time

    About the RoleGallagher is seeking a highly skilled Client Service Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional service to our clients by proactively managing assigned accounts.Key ResponsibilitiesCommunicate resources available within Gallagher to fill white space needs, including...


  • Visalia, California, United States Proteus Full time

    Job SummaryProteus, Inc. is seeking a highly skilled Energy Efficiency Specialist to join our team. As a key member of our organization, you will play a critical role in promoting energy efficiency and sustainability in our community.Key ResponsibilitiesConduct outreach and education to the public on energy efficiency programs and servicesAssess and...