Assistant Account Executive - Commercial Lines

Horan Securities, Inc.; Melville (NY); On-site; Full time

Job summary

A leading insurance broker is seeking an Account Assistant to support account handlers with daily activities. The role involves maintaining account folders, checking policy coverages, and processing endorsements. Candidates should have strong communication and computer skills, and an Associate degree is required. This position offers competitive pay and benefits.

Benefits

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

FSA

HSA

401(k) accounts

Paid time off

Commissions

Qualifications

• 1-2 years of relevant experience required.
• P&C License preferred.

Responsibilities

• Maintain account folders according to Quality Control guidelines.
• Check policy coverages for accuracy.
• Process endorsements and invoicing.

Skills

Detail oriented

Mathematical skills

Communication skills

Typing skills

Computer literacy

Interpersonal skills

Education

Associate degree

Tools

Excel

Word

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.

Job Purpose

To assist account handlers in processing daily account activity. To provide technical support in accordance with company operating procedures.

Functions & Responsibilities:

1. Maintaining account folders in accordance with internal Quality Control guidelines

2. Check policy coverages and endorsement on all new business and renewals for accuracy and relevance

3. Complete specs, prepare proposals, policy summaries and reviews

4. Process endorsements, placement requests and invoicing: Credit, Debit, Monthly reports

5. Review policies for accuracy and adequacy of coverage, including rating calculations

6. Liase with Accounting department on research and justification of premium charges as compared with endorsements and invoices

7. Handle or refer insured’s and underwriter’s questions

8. Perform other specific duties as directed by the Account Executive

9. Pursue a program of professional development

10. Begin studies for appropriate licenses

Qualifications:

• Detail oriented with good mathematical and communication skills
• Ability to understand, analyze, and research different lines of insurance
• Good typing skills and computer literacy
• Ability to work within designated time frames
• Good interpersonal skills
• P&C License preferred

Required Skills:

• Strong computer skills; Excel & Word a must

The expected pay range for this position is $27.47 an hour to $34.06 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 & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: NegligibleRequired Education: Associate degree (2-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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