Assistant Account Executive

HUB International; Village of Suffern (NY); On-site; Full time

Job summary

HUB International is seeking an energetic Assistant Account Executive for their Long-Term Care division. This role involves processing insurance certificates, managing client communications, and maintaining billing schedules. Candidates should have 2+ years of experience and strong organizational skills, with proficiency in Excel crucial. Comprehensive compensation packages are offered, including insurance and 401(k) options.

Benefits

Comprehensive benefit package including health insurance

401(k) account

Paid-time-off benefits

Commissions for some positions

Qualifications

• 2+ years servicing experience preferably with a brokerage company.
• Strong organizational and communication skills required.
• NY P&C Licensed preferred.

Responsibilities

• Issuance of certificates of Insurance and billing schedules.
• Processing endorsements, invoices, and entering exposure data.
• Liaise with Accounting department and follow-up on policies.

Skills

Communication

Organizational Skills

Proficiency in Microsoft Excel

Education

Bachelor's degree (4-year degree)

Tools

Epic software

Job description

HUB International Limited (“HUB”) is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Our Northeast division is seeking an energetic, self-motivated individual who will serve as an Assistant Account Executive for our Long-Term Care division.

Functions & Responsibilities will include :

• Responsibilities include issuance of certificates of Insurance, ID cards, schedules of insurance, and billing schedules.
• Processing endorsements, invoices, and entering exposure data within the Applied Epic AMS
• Liaise with 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 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 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
• Tracking and maintaining a log of follow-up emails to clients and to markets
• Reaching out to clients directly regarding delinquent payments, notices of cancellation, notices of rescission, etc.
• Delivering policies and endorsements to clients after policy check has been completed

Qualifications:

• 2+ years 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

The expected pay for this position is $38.46 an hour to $41.21 an hour and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and commissions for some positions.

Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: Bachelor's degree (4-year degree)

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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