Associate Account Executive - Personal Lines

Horan Securities, Inc.; Wall Township (NJ); On-site; Full time

Job summary

A leading insurance brokerage seeks an experienced insurance professional to join their Personal Lines team. The role involves managing high net worth client accounts, overseeing insurance processing, and collaborating with Account Executives. Candidates should have significant experience in account management and posses a relevant college degree.

Benefits

Health, dental, and vision insurance

401(k) plan

Paid time off

Qualifications

• 3 years of Personal Lines insurance experience with account management.
• Experience with agency management systems is required.
• Valid P&C license is preferred.

Responsibilities

• Manage processing for insurance renewals, endorsements, and cancellations.
• Provide documentation to underwriters and mortgage companies.
• Assist Account Executives with policy changes and quotes.

Skills

Organizational skills

Attention to detail

Communication skills

Multitasking

Education

4-year college degree

Tools

Microsoft Office

EPIC

Job description

HUB International Limited (“HUB”) is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Job Purpose:

Reporting to and working directly for the Vice President of our Personal Lines group. Additionally, you will assist the team with processing and updating high net worth client accounts, responding to requests, and supporting the service goals of the agency.

Functions and Responsibilities:

• Handling all processing and correspondence for insurance renewals, endorsements, and cancellations
• Processing policy change requests from Account Executives as well as directly from customers
• Providing reports for processing new business and/or remarketing of accounts
• Providing Account Executives with quotes on existing or new accounts as needed
• Providing documentation to mortgage companies and lenders on behalf of clients
• Issuing binders, insurance identification cards, evidence, and certificates of insurance as requested by Account Executives
• Providing Account Executives with updated summaries of insurance
• Performing accurate and thorough reviews of client coverage, exposure, and price, and communicating recommendations to the customer in a timely manner
• Maintaining business relationships with customers, company representatives, underwriters, as well as HUB producers and employees

Qualifications/ Requirements:

• Highly motivated insurance professional with at least 3 years Personal Lines experience, assisting with account management with an established broker
• Experience with an automated agency management system
• 4-year college degree or equivalent work experience
• Excellent organizational skills and strong attention to detail
• Proven ability to manage multiple responsibilities in a deadline driven environment
• Possesses the ability to multitask
• Ability to work independently and collaboratively with a team
• Excellent written and verbal communication skills
• Proficient with Microsoft Office suite and EPIC preferred
• Valid P&C license preferred

The expected pay range for this position is $41.21/hr to $42.86/hr and will be impacted by factors such as the successful candidate’s skills, experience, and work 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 commissions for some positions.

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor's degree (4-year degree)

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.

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