Assistant Account Manager, Personal Lines

HUB International; Klamath Falls (OR); On-site; USD 30,000 - 34,000; Full time

Job summary

HUB International is seeking an Assistant Account Manager in Oregon to support Account Managers in servicing assigned accounts within HUB’s policies. You will prepare documents, process changes, set up client files, and assist in renewal prep while delivering excellent service to clients and carriers.

Ideal candidates have 1+ years of office experience, strong organizational and communication skills, and proficiency with Word/Excel.

Qualifications

• Minimum 1 year of professional office experience preferred.
• Strong customer service and communication skills.
• Excellent organizational abilities and attention to detail.
• Proficient data entry and computer literacy.

Responsibilities

• Prepare invoices, certificates, binders, and forms for accounts.
• Review change requests and maintain client files in the system.
• Support renewal prep and provide client service to carriers and clients.
• Communicate client needs to internal teams and ensure follow-ups.

Education

High school or equivalent

Tools

EPIC Agency Management System

Microsoft Word/Excel/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.

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 is responsible for assisting Account Managers and Senior Account Managers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.

Duties & Responsibilities

• Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
• Review and process change requests in the system of record
• Set-up and maintain new and renewal client files in the system of record
• Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer
• Provide quality customer service to clients, team members, and carriers
• May review policies and endorsements for completeness and accuracy
• Prepare policies for delivery to clients
• Communicate with company personnel regarding the client’s needs and/or issues
• Use system’s “activity” function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests
• Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Prepare and coordinate all transactions, documents, and internal processing for assigned accounts
• Other reasonable duties as assigned

Qualifications

• One or more years of professional office experience preferred
• High School or equivalent
• P & C Insurance Producer License Required within 90 Days of Start

Knowledge / Skills / Abilities

• Applicable insurance experience preferred
• Exceptional customer service skills
• Excellent organizational, interpersonal, communication skills
• Proven ability of working in a successful team environment
• Strong data entry skills
• Strong attention to detail
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization
• Applied EPIC Agency Management System experience preferred but not required

Working Conditions And Physical Demands

• The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
• While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor.

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.

LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

Department Account Management & Service

• Required Experience: 1-2 years 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.

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.

The expected salary range for this position is $22- $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. 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.

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.