Assistant Account Manager

HUB International; Dallas (TX); On-site; USD 40,000 - 52,000; Full time

Job summary

HUB International is seeking an Assistant Account Manager in Texas to provide front-office and administrative support while assisting Account Managers with day-to-day servicing tasks for client accounts. This role blends receptionist duties with growing account-support responsibilities and offers an entry point into the insurance account management career path.

The position emphasizes detail orientation, organization, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Prior office, administrative, or customer service experience.
• Insurance industry experience or an active license preferred.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Professional verbal and written communication.
• Proficiency with Microsoft Office and familiarity with carrier portals.
• Reliable, punctual, and able to maintain confidentiality.

Responsibilities

• Greet visitors and vendors professionally.
• Receive and distribute deliveries.
• Process daily mail and prepare outgoing shipments.
• Maintain office supplies and inventory.
• Oversee copier/printer and coordinate service.
• Support other administrative tasks as assigned.
• Order and analyze MVRs.
• Request and review loss runs from carriers.
• Process client change requests.
• Issue Auto ID Cards and Certificates of Insurance.
• Prepare documentation for renewals and IFTA worksheets.
• Data entry in carrier portals.
• Back up colleagues in other Texas Transportation offices.
• Develop insurance knowledge and pursue applicable license.

Skills

Organizational skills

Attention to detail

Customer service

Professional communication

Education

High school diploma or equivalent

College coursework

Tools

Microsoft Office

Job description

Position Summary

The Assistant Account Manager provides front-office and administrative support for the branch while also assisting Account Managers with day-to-day servicing tasks for client accounts. This role combines receptionist and office operations duties with a growing set of account-support responsibilities, offering a strong entry point into the insurance account management career path. This position is well suited to a detail-oriented, organized individual who enjoys variety, works well under deadlines, and is eager to build technical insurance servicing skills.

The Assistant Account Manager provides front-office and administrative support for the branch while also assisting Account Managers with day-to-day servicing tasks for client accounts. This role combines receptionist and office operations duties with a growing set of account-support responsibilities, offering a strong entry point into the insurance account management career path. This position is well suited to a detail-oriented, organized individual who enjoys variety, works well under deadlines, and is eager to build technical insurance servicing skills.

Front Office & Office Operations Responsibilities

• Greet and welcome visitors, clients, and vendors in a professional and friendly manner.
• Accept and distribute all incoming deliveries.
• Process and sort daily incoming mail; prepare and process outgoing FedEx and other courier shipments as needed.
• Manage office supplies inventory, including monitoring stock levels and placing orders.
• Oversee the copier/multifunction printer, including paper and ink/toner cartridge replacement and coordinating service calls with the vendor.
• Maintain general office organization and support other administrative tasks as assigned.

Account Manager Support Responsibilities

• Ordering and analyzing Motor Vehicle Records (MVRs)
• Requesting and reviewing loss runs from carriers
• Processing client change requests
• Issuing Auto ID Cards
• Issuing Certificates of Insurance
• Preparing IFTA worksheets and documentation for renewals
• Completing data entry in carrier portals as needed
• Backing up Assistant Account Managers in other Texas Transportation offices
• Ongoing insurance knowledge development and willingness to obtain applicable license

Qualifications

• High school diploma or equivalent required; college coursework a plus.
• Prior experience in an office, administrative, or customer service role.
• Insurance industry experience or active, applicable insurance license preferred.
• Strong organizational skills with excellent attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Professional verbal and written communication skills.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and ability to learn carrier and agency management portals.
• Reliable, punctual, and able to maintain confidentiality of sensitive client information.

Physical Requirements

• Ability to sit or stand at a workstation for extended periods.
• Ability to lift and move packages/deliveries up to 25 lbs.
• Ability to operate standard office equipment (computer, phone, copier, postage/shipping equipment).

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

Required 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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