Account Technician

HUB International; Dallas (TX); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health benefits

Retirement match

Life & disability insurance

Paid time off

Parental leave

Wellbeing program

Job summary

HUB International is seeking a detail-oriented account servicing professional to support Account Managers and Producers in servicing assigned accounts. The role involves policy review, data entry, and preparing documents for client delivery within our hybrid work model that requires three days in the office.

Candidates should have a high school diploma (associate degree preferred) and strong customer service, data entry, and communication skills.

Qualifications

• High School Diploma required.
• Associate degree preferred.
• Exceptional customer service skills.
• Strong reading comprehension and analysis skills.
• Strong data entry skills.
• Strong written and oral communication skills.
• Strong organization and follow up skills.
• Ability to exercise independent judgement.
• Ability to work well in a team environment.
• Ability to work well under pressure and adapt to new situations.

Responsibilities

• Coordinate servicing of assigned accounts with Account Manager/Producers.
• Check policies and endorsements for completeness and accuracy.
• Prepare policies for client delivery and handle correspondence.
• Enter data in agency management systems and process change requests.
• Provide support on pre-renewal processes and maintain accurate suspense systems.
• Prepare invoices, certificates of insurance, and other documents as required.

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

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

Summary of Responsibilities

Responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.

Specific Responsibilities

• Coordinate the handling and servicing of assigned accounts with the Account Manager/Producers.
• Check policies and endorsements for completeness and accuracy.
• Prepare policies for delivery to clients.
• Review and process change requests in the agency management system.
• Enter data as required by insurance company automation systems.
• Provide support to the Account Manager/Producer on pre-renewal processes.
• Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system computer input of each account.
• Prepare invoices, transmittals, ID cards, certificates of insurance, evidence as insurance binders and cancellation forms as required.
• Order loss runs as required.
• Maintain an accurate suspense system on all items that require a response.
• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
• Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Other responsibilities as assigned by Manager.

Qualifications

• High School Diploma.
• Associates degree preferred.
• Exceptional customer service skills.
• Strong reading comprehension and analysis skills.
• Strong data entry skills.
• Strong written and oral communication skills.
• Strong organization and follow up skills.
• Ability to exercise independent judgment.
• Ability to effectively work in a team environment.
• Ability to work well under pressure and to quickly adapt to new situations.

What we offer you

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans.
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance.
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information. HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.