Assistant Account Manager, Commercial Lines

HUB International; Carlsbad (CA); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health/Dental/Vision/Life Insurance

FSA

HSA

401(k)

Paid time off

Bonuses/Equity/Commissions

Job summary

HUB International is seeking an Assistant Account Manager to provide high-level support for commercial lines accounts. The role includes handling certificates of insurance, policy changes, renewals, client presentations, and other project work to meet daily production standards and service commitments.

Ideal candidates have 1-2 years in insurance with strong communication, organizational, and data-entry skills, along with proficiency in Microsoft Office.

Qualifications

• High School / GED is required.
• 1-2 years insurance industry experience or equivalent combination of education & experience.
• Property & Causality License required within first 6 months.

Responsibilities

• Assist the Account Management team with all aspects of the account-service process.
• Respond to policy inquiries via phone and email.
• Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Perform service work on a daily basis (certificates of insurance, policy changes, client payments).
• Participate in renewal preparation, generating renewal updates on accounts.
• Assist with marketing clients to carriers and with coordinating premium financing and collection of premiums.
• Check policies/endorsements and audits for accuracy; prepare quotes and proposals.

Skills

Communication

Problem solving

Attention to detail

Multi-tasking

MS Office

Education

High school diploma or GED

Tools

Microsoft Office

Outlook

Job description

ABOUT HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

THE OPPORTUNITY

The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production standards, goals and service commitments.

DUTIES & RESPONSIBILITIES

• Assists the Account Management team with all aspects of the account-service process.


• Responds to policy inquiries via phone and email.


• May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.


• Responsible for service work as needed on a daily basis, including but not limited to the following: certificates of insurance, policy changes and client payments.


• Participates in the renewal preparation process, including generating renewal updates on accounts.


• Assists with marketing clients to carriers.


• Assists with coordinating premium financing and the collection of premiums.


• Checks policies/endorsements and audits for accuracy.


• Prepares quotes and proposals.


• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.


• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.


• Performs other duties and projects as assigned.

QUALIFICATIONS

• High School / GED


• 1-2 years insurance industry experience or equivalent combination of education & experience


• Property & Causality License required within first 6 months

KNOWLEDGE / SKILLS / ABILITIES

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.


• Ability to effectively and professionally communicate orally and in writing with internal and external customers.


• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.


• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.


• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.


• Computer skills: proficiency with Microsoft Office Suite and Outlook.


• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.


• Desire to learn and grow within the insurance industry.

WORKING CONDITIONS AND PHYSICAL DEMANDS

This position primarily involves remaining in a stationary position for the majority of the workday. The person in this position frequently communicates with colleagues and clients both in person and on the telephone; must be able to communicate and exchange accurate information. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

EQUAL OPPORTUNITY & E-VERIFY

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm . EEOAA Policy E-Verify Program. We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at [phone] or [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

DEPARTMENT & REQUIREMENTS

Department: Account Management & Service. Required Experience: 1-2 years of relevant experience. Required Travel: No Travel Required. Required Education: High school or equivalent. 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 your career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

SALARY & BENEFITS

The expected salary range for this position is $20-25/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.

• health/dental/vision/life/disability insurance


• FSA


• HSA


• 401(k) accounts


• paid-time-off benefits


• eligible bonuses, equity and commissions for some positions

CONTACT INFORMATION

Please note that the following contact information is for accommodation requests only and should not be used to inquire about the status of an application: US Recruiting Team toll-free at [phone] or [e-mail].