Assistant Account Manager, Commercial Lines

HUB International; Santa Barbara (CA); On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

Health/Dental/Vision Insurance

401(k) Plan

Bonuses and commissions where eligible

Job summary

HUB International in Santa Barbara is seeking an Assistant Account Manager to support commercial lines accounts, handle certificates of insurance, policy changes, renewal information, and client presentations, while meeting daily production standards.

You will work with Account Management to service accounts, respond to inquiries, assist with renewals, client payments, and maintain HUB systems, delivering professional, courteous client service.

Qualifications

• High School / GED; 1–2 years insurance industry experience or equivalent education.
• Property & Casualty license required or in progress.
• Ability to manage multiple tasks with accuracy and timeliness.

Responsibilities

• Assist Account Management with account-service activities and renewals.
• Respond to policy inquiries by phone and email and prepare client materials.
• Process certificates of insurance, policy changes, and client payments.
• Participate in renewal preparations and coordinate premium financing when needed.
• Maintain organized files and update agency systems with accurate data.

Skills

Numerical aptitude

Communication skills

Time management

Customer service

MS Office proficiency

Problem solving

Learning mindset

Education

High school diploma or GED

Tools

Microsoft Office Suite

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.

JOB SUMMARY

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 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

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.

We are the perfect fit if you:

• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

Salary & Benefits

• The expected salary range for this position is $28 to $34/hr 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.
• HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

DEPARTMENT & REQUIRED EXPERIENCE

• Department: Account Management & Service
• Required Experience: 1-2 years of relevant experience
• Required Travel: No Travel Required
• Required Education: High school or equivalent

EEO / A/E ALL

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.

We welcome ALL candidates and are proud of our wonderfully diverse employee population.

E-Verify Program

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