Insurance Account Coordinator
4 weeks ago
HUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. Our focus is on providing our customers with peace of mind through tailored insurance solutions that put them in control.
Our team of professionals across North America represents a broad and deep aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
Why Choose HUB?We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.
Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs.
We are seeking a progressive work environment at a rapidly growing organization. If you have a desire to help others protect their future, an entrepreneurial spirit, and a focus on learning and development, we want to hear from you.
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 required.
- 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.
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