Associate Account Manager

1 month ago


Grand Rapids MI USA, United States HUB International Full time
About the Role

The Commercial Associate Account Manager plays a vital role in supporting the Commercial Channel by providing administrative and clerical support. This includes customer service, client record maintenance, and assistance with special projects as assigned.

Key Responsibilities
  • Coordinate the servicing of assigned accounts with the Account Manager
  • Enter data as required by insurance company automation systems
  • Provide support to the Account Manager on pre-renewal processes
  • Handle correspondence and the clerical processing of accounts, including applications and computer input of each account
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
  • Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
  • Review and process change requests in the agency management system
  • Check policies and endorsements for completeness and accuracy. Prepare policies for policy check and delivery to clients
  • Maintain an accurate suspense system on all items that require a response
  • Responsible for scanning/electronic filing of communications and documents
  • Input/maintain data on account management system and ancillary systems as required
  • Other responsibilities as assigned by Account Manager
Cultural Expectations
  • Determination – unsatisfied until we are the best. We go the extra mile for clients and colleagues.
  • Ownership – Responsible to each other, our clients, and our goals.
  • Teamwork – Together we attain greater success.
  • Sincerity – Giving and receiving direct and caring communication.
Requirements
  • 2 years of insurance background or work in a professional office environment
  • Intermediate skill level with Microsoft Office Products (Outlook, Word, Excel etc.)
  • Ability to organize large volumes of information and set priorities
  • Aptitude for details with consistency in follow-up
  • Ability & desire to take ownership of role expectations with accountability to internal and external clients
  • Intermediate insurance knowledge with proven ability to apply same to your daily work
  • Strong verbal and written communication skills


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