Associate Account Manager, Commercial Lines

Hub International; Pullman (WA); Sur place; USD 39 000 - 41 000; Plein temps

Avantages offerts par ce poste

Health benefits

Retirement matching

Company-paid life and disability

Paid time off & parental leave

Wellbeing program

Growth opportunities

Résumé du poste

HUB International is seeking an Associate Account Manager I to support account servicing for assigned clients in Washington. The role involves drafting proposals, processing insurance certificates, and coordinating renewals with senior team members.

The position emphasizes quality service, accurate policy review, and effective communication with clients and carriers. The successful candidate will work in a collaborative team environment and use Word, Excel, and EPIC systems daily.

Qualifications

• Licensed or in license process for P&C within 90 days of start.
• Proficiency in MS Word and Excel for proposals and documentation.
• Strong communication and customer service skills required.

Responsabilités

• Draft proposals, summaries, specs using Word/Excel templates.
• Process certificates of insurance for clients daily.
• Verify endorsements match certificate request requirements.
• Coordinate renewal needs with Account Managers and Executives.
• Prepare renewal certificates and deliver policies to clients.
• Provide quality customer service to clients, team, and carriers.
• Input/maintain data in account management systems.

Connaissances

Customer service

Reading & analysis

Data entry

Written & verbal communication

Organization & follow-up

Teamwork

MS Office (Word/Excel/Outlook)

EPIC Agency Management System

Formation

High School or equivalent P & C Insurance Producer License within 90 Days of Start

Outils

EPIC Agency Management System

Word

Excel

Outlook

Description du poste

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

THE OPPORTUNITY:

The Associate Account Manager I is responsible for assisting Associate Account Manager IIs, Account Managers I and II, Senior Account Managers and Account Executives with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.

DUTIES & RESPONSIBILITIES:

• Regularly utilize templates and forms (in Word and Excel) to draft proposals, summaries, specs, etc. for clients and staff as needed
• Process certificates of insurance for new and existing clients on daily basis in timely manner and as requested
• Verify that endorsements match certificate request requirements
• Coordinate the certificate renewal needs with Associate Account Manager IIs, Account Managers I and II, Senior Account Managers and Account Executives
• Complete renewal certificates verifying required information (certificate holder lists, endorsements, policy information, etc.); Prepares policies for delivery to clients
• Provide quality customer service to clients, team members and carriers
• Review policies and endorsements for completeness and accuracy
• Communicate with company personnel regarding the client’s needs and/or issues
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Maintain, track, and submit contractor’s license renewals to L&I through website for certificate accounts
• Prepare certificate logs and certificate binders for renewal
• Maintain certificate files in system of record
• Order loss runs
• Provide in-office General Administration support when needed
• Other reasonable duties as assigned

QUALIFICATIONS:

• High School or equivalent P & C Insurance Producer License within 90 Days of Start

KNOWLEDGE / SKILLS / ABILITIES:

• Exceptional customer service skills
• Strong reading comprehension and analysis skills
• Strong data entry skills
• Strong written and oral communication skills
• Strong organization and follow up skills
• Ability to effectively work in a team environment
• Proficient in 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.

The expected salary range for this position is $28-$30/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. #LI-AM1

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
• The HUB difference

The HUB difference HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.