Assistant Account Manager, Personal Lines
HUB International
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Benefits offered by this job
Job summary
HUB International is seeking an Assistant Account Manager in Oregon to assist Account Managers and Senior Account Managers with servicing assigned accounts. You will prepare documents, manage renewals, and ensure accurate policy processing while delivering exceptional client service.
The role requires 1+ years in a professional office setting, a P&C license within 90 days, and solid credit to MS Office and Epic experience. This is a full-time, on-site position with competitive benefits.
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.
Responsibilities
- Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms.
- 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 renewal preparation process, including generating renewal updates.
- 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 client needs and issues.
- Input/maintain data on account management system and ancillary systems.
Skills
Education
Tools
Job description
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 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.
- 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
One or more years of professional office experience preferred High School or equivalent P & C Insurance Producer License Required within 90 Days of Start
- 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
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.
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. 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.
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 .
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 (844) 300-9193 or USRecruiting@hubinternational.com. 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.
- 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.
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 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 HUBRecruiting@hubinternational.com. 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.
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.
Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent
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