Assistant Account Manager, Commercial Lines

Hub International; Newport Beach (CA); Hybrid; USD 45,000 - 48,000; Full time

Benefits offered by this job

Health benefits

Retirement matching

Paid time off

Parental leave

Wellbeing program

Job summary

HUB International in Newport Beach, CA seeks an Assistant Account Manager in Commercial Lines. The role supports the account-management team with certificates of insurance, policy changes, renewals, and client communications.

A license in Property & Casualty is required within six months, with 1–2 years of insurance experience highly desired. The position offers hybrid work in Newport Beach and salary range aligns with local market rates.

Qualifications

• High School/GED required.
• 1-2 years insurance industry experience or equivalent combination of education & experience.
• Property & Casualty License required within first 6 months.
• Experience in Medical Malpractice Insurance is a plus.

Responsibilities

• Assist Account Management with all aspects of the account-service process.
• Respond to policy inquiries via phone and email; handle certificate requests and policy changes.
• Prepare renewal information, quotes and proposals; update files and systems.
• Coordinate premium financing and payment collections; assist with marketing to carriers.

Skills

Communication

Customer service

Problem solving

Time management

Numerical ability

Education

High School / GED

Property & Casualty License

Tools

Microsoft Office Suite

Outlook

Job description

Assistant Account Manager, Commercial Lines### Assistant Account Manager, Commercial LinesSolicitar: Hybrid Working: Newport Beach, CA: Full time: Publicado hoy: R0039285**A path for every ambition.**At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.Your ambition has a home here. **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* Experience in Medical Malpractice Insurance a plus **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.The expected salary range for this position is $33-$35/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. #LI-AM1 **What we offer you**We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements. * Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans* Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance* A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career**The HUB difference**HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization. **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 our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application. **E-Verify:** HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.