Assistant Account Manager

HUB International; United States; On-site; USD 36,000 - 48,000; Full time

Job summary

HUB International is seeking an Assistant Account Manager to provide front-office and administrative support while assisting Account Managers with day-to-day servicing tasks for client accounts. This entry-level position offers a path into the insurance account management career, ideal for detail-oriented individuals who thrive under deadlines and want to build technical servicing skills.

The role blends receptionist duties with office operations and increasing account-management

Qualifications

• High school diploma or equivalent required.
• Experience in an office, administrative, or customer service role preferred.
• Strong organizational skills with attention to detail and accuracy.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and ability to learn carrier portals.

Responsibilities

• Greet and assist visitors and clients in a professional manner.
• Process and route mail, deliveries, and courier shipments.
• Maintain office supplies and equipment; coordinate service with vendors.
• Provide day-to-day support to Account Managers, including processing client change requests and issuing Auto ID Cards and Certificates of Insurance.
• Prepare worksheets and documentation for renewals; perform data entry in carrier portals.

Skills

Office administration

Attention to detail

Multitasking

Customer service

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

The Assistant Account Manager provides front-office and administrative support for the branch while alsoassistingAccount Managers with day-to-day servicing tasks for client accounts. This role combines receptionistand 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

Thisposition provides meaningful day-to-day support to Account Managers, including:

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 incarrier portals as needed

Backing up Assistant Account Managers in other TexasTransportation offices

Ongoing insurance knowledge development and willingness to obtain applicable license

Qualifications

• High school diploma or equivalentrequired;college courseworka plus.

• Prior experience in an office, administrative, or customer service role.

• Insurance industry experienceor active,applicableinsurance licensepreferred.

• 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.

• Proficiencywith Microsoft Office (Word, Excel, Outlook) and ability to learn carrier and agency management portals.

• Reliable, punctual, and able tomaintainconfidentiality 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 tooperatestandard 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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