Account Administrator, Commercial Lines

HUB International; Tulsa (OK); Hybrid; USD 42,000 - 64,000; Full time

Job summary

HUB International is seeking a Commercial Lines Account Administrator for a hybrid role requiring three in-office days per week in Tulsa, Oklahoma. You will support Account Managers, Executives, and Risk Consultants with servicing commercial accounts, data entry, renewals, and client communications.

The ideal candidate has 3+ years of admin experience in insurance, a high school diploma, and a willingness to obtain a P&C license if needed.

Qualifications

• 3 years of administrator related work experience (Insurance Industry preferred).
• High school diploma or equivalent required.
• Bachelor’s degree preferred.
• P&C license required or able to obtain within 120 days from hire.

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.
• Process certificate of insurance requests as needed.
• Help track cancellation/reinstatement system for commercial accounts.
• Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required.
• Review and process change requests in the broker management system.

Skills

Team Work

Initiative

Quality Management

Project Management

Written Communication

Education

High school diploma

Bachelor's degree preferred

P&C license within 120 days

Tools

Broker management system

Insurance automation systems

Job description

This is a hybrid role, requiring three days per week in the office.**

This is a hybrid role, requiring three days per week in the office.**

About HUB International

HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Why Choose HUB?

Throughout our network 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 providing 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, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We Are The Perfect Fit If You

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others

Primary Role

As a Commercial Lines Account Administrator, you will be responsible for assisting Account Managers, Account Executives and Risk Consultants with the servicing of assigned Commercial Lines accounts in accordance with the practices, policies, and procedures of the Company.

Duties And 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
• Process certificate of insurance requests as needed
• Help track cancellation/reinstatement system for commercial accounts
• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose
• Conduct business from a professional standpoint and willingness to learn
• Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required.
• Review and process change requests in the broker management system
• 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
• Attends industry related continuing education training and courses.
• Follow HUB Broker Standards

Key Competencies

• Team Work – Supports all organizational departments in a collaborative effort for everyone to succeed.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality Management – Demonstrates attention to detail.
• Project Management – Ability to work with a team and adhere to deadlines

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience And Education

• 3 Years of administrator related work experience (Insurance Industry experience preferred)
• High school diploma or equivalent required
• Bachelor’s degree preferred
• P&C License required or able to obtain within 120 days from hire

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements

Must hold a valid Driver’s License

Dependable transportation

Communication/Language Skills