Assistant Account Manager, Commercial Lines

HUB International; Newport Beach, Northern (CA, KY); On-site; USD 45,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Flexible benefits

Job summary

HUB International is seeking an Assistant Account Manager to provide high-level support for commercial lines accounts, including certificates of insurance, policy changes, renewal information, and client presentations.

The role requires 1–2 years of insurance experience, a Property & Casualty license within 6 months, and strong communication, computer, and service skills. Newport Beach, CA location with focus on accurate service.

Qualifications

• High School Diploma or GED; 1–2 years insurance industry experience preferred.
• Property & Casualty license required within first 6 months.
• Experience in Medical Malpractice Insurance a plus.

Responsibilities

• Assist the Account Management team with all aspects of the account-service process.
• Respond to policy inquiries via phone and email.
• Assist with certificates of insurance, policy changes and client payments.
• Prepare renewal updates and client presentations.
• Maintain accurate and organized account files and update systems.
• Coordinate premium financing and the collection of premiums.

Skills

Insurance basics

Customer service

MS Office

Communication

Problem solving

Education

High School Diploma or GED

Property & Casualty License (within 6 months)

Tools

Outlook

Agency management system

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
• 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.

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.

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.

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.

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits
• eligible bonuses
• equity and commissions for some positions

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.

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 recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.