Associate Account Executive

6 days ago

Pittsburgh PA USA, United States HUB International Full time
About the Role

We are seeking a highly organized and detail-oriented Associate Account Executive to join our team at HUB International. As a key member of our Account Management & Service department, you will be responsible for processing lost policy release forms, transmitting correspondence to insured and carriers, and performing various administrative tasks.

Key Responsibilities
  • Process lost policy release forms and transmit correspondence to insured and carriers
  • Issue certificates of insurance and evidence of property forms to clients and their representatives upon request
  • Perform billing-related functions, including premium invoicing, premium financing, and reconciliation of commission items with HUB HFC/ARC
  • Process endorsement requests and secure pricing from carriers as needed
  • Manage account documentation, send documentation to insured, and follow up to ensure it was received and submitted to the carrier
  • Maintain a follow-up system with insurance carriers to ensure requests are processed timely
  • Furnish underwriters with additional information as requested
  • Pursue a program for personal and professional development
  • Perform other specific duties and projects as assigned by management
  • Provide support to the account management team and transportation department
  • Manage the agency interface system and ensure all transactions are matched so revenue is recorded accurately by month end
Requirements
  • 2-5 years of insurance experience preferred
  • Pennsylvania Property/Casualty License
  • Well-organized with an aptitude for details
  • Strong written and oral communication skills
  • Strong work ethic
  • Understanding and analysis of insurance coverages, forms, and policies
  • Basic knowledge of Microsoft Office, especially Microsoft Excel, required
  • EPIC proficiency preferred
What We Offer
  • A rewarding job that helps local businesses in the community
  • Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
  • Generous time-off policies
  • A work/life balance because that's important for all of us
  • Learn from the expertise of your coworkers
  • Growth - HUB is growing, and so can your career
  • Be part of a motivated team
  • Hybrid Work Environment

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