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Insurance Account Manager
2 months ago
HUB International Limited is a leading global insurance broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750 offices throughout North America, HUB has grown substantially, driven by its success in mergers and acquisitions.
Job Summary:We are seeking an energetic and self-motivated individual to serve as an Assistant Account Executive for our Long-Term Care division. The successful candidate will be responsible for providing exceptional client service, processing insurance certificates, and maintaining accurate billing schedules.
Key Responsibilities:- Issue certificates of insurance, ID cards, schedules of insurance, and billing schedules.
- Process endorsements, invoices, and enter exposure data within the Applied Epic AMS.
- Liaise with the Accounting department, financing companies, and direct bill carriers to maintain up-to-date billing schedules for each client.
- Pass marketing, policy, and coverage correspondence to the appropriate contacts within the team.
- Perform other specific duties as directed by the Account Executive.
- Respond to certificate requests and payment inquiries in a timely manner.
- Process add/term requests as directed by the AE.
- Handle epic activities associated with the onboarding process, renewal process, endorsement process, etc.
- Follow up with carriers for outstanding policies, endorsements, invoices, and other open items.
- Track and maintain a log of follow-up emails to clients and to markets.
- Reach out to clients directly regarding delinquent payments, notices of cancellation, notices of rescission, etc.
- Deliver policies and endorsements to clients after policy check has been completed.
- 2+ years of servicing experience, preferably with a brokerage company.
- Must be proficient in Microsoft Excel.
- Good oral and written communication skills.
- Strong organizational skills are a must.
- NY P&C Licensed preferred.
- Familiar with Epic software a plus.
HUB International is proud to offer comprehensive benefit and total compensation packages, which may include health/dental/vision/life/disability insurance, FSA, HSA, and 401(k) accounts, paid-time-off benefits, and commissions for some positions.
We are 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.
