Associate Account Manager - Private Equity

Horan Securities, Inc.; Stroud; On-site; GBP 30,000 - 40,000; Full time

Job summary

Join a leading insurance broker as an Associate Account Manager - Private Equity. You will support Account Managers in client service and insurance renewals, ensuring high service standards and effective communication. Ideal candidates have relevant experience and strong organizational skills.

Qualifications

• 2-5 years of relevant experience in insurance support.
• Producer’s license or ability to obtain within six months.

Responsibilities

• Support Account Managers with client service and insurance renewals.
• Maintain agency management systems and policy accuracy.
• Collaborate on service strategies and client needs.

Skills

Customer Service

Communication

Problem Solving

Organizational Skills

Education

High school or equivalent

Tools

Microsoft Office

Automated Agency Management Systems

Job description

About HUB

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

We currently have an opportunity for an Associate Account Manager - Private Equity. The selected employee will be responsible for supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts in accordance with HUB’s best practices, policies and standard procedures of the Company.

Responsibilities:

• Works closely with Account Managers and Client Executives/Producers on pre-renewal processes, in capturing pre-renewal information and assembling complete renewal submissions. Completing pre-work for Critical Path and participates in strategy meetings for high level view of client accounts and learning skills needed for successful account management.
• Collaborates with Account Management Team on service strategies, aligning client’s business needs and ensuring insurance objectives are met with highest service standards.
• Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
• Creates summaries of insurance on existing client accounts and templates for new and renewal business by excerpt of quoted coverages, exclusions and endorsement terms offered by carrier.
• Obtain loss run data from carriers and assisting with developing and maintenance of loss analysis worksheets.
• Client services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team.
• Maintain various internal resources, staying apprised on industry news, trends, and trade publications for growth opportunities and to gain competitive edge for offering top tier HUB agency services.
• Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
• Other responsibilities as assigned by Manager/Team Leader.

Qualifications:

• Related insurance support experience.

• Producer’s license or ability to obtain license within six months of hire.

• Proficiency with Microsoft Office and automated agency management systems.

• Excellent customer service and communication skills.

• Ability to prioritize workload and execute tasks with focused attention to detail and sense of urgency.

• Ability to problem solve and communicate outcomes to stakeholders.

• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

*LI-JS

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalent

HUB International Limited is an equal opportunity 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.

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