Commercial Lines Account Technician

HUB International; McAllen (TX); On-site; USD 42,000 - 52,000; Full time

Job summary

HUB International seeks an Account Technician to support Account Managers and Producers with servicing assigned accounts in our McAllen, TX office. The role emphasizes accuracy, client service, and collaboration within a busy insurance brokerage environment.

This onsite role requires a five-day work week in the office and offers exposure to policy administration, endorsements, and agency management systems.

Qualifications

• High school diploma required; associates degree preferred.
• 1–2 years insurance brokerage or property/casualty underwriting assistant experience preferred.
• Strong customer service and communication skills; ability to work in a team and under pressure.

Responsibilities

• Assist Account Managers/Producers with servicing assigned accounts.
• Check policies and endorsements for completeness and accuracy.
• Prepare policies for delivery to clients and process changes.

Skills

Customer service

Reading comprehension

Data entry

Written & verbal communication

Organization & follow-up

teamwork

Education

High School Diploma

Associates degree preferred

Tools

Word

Excel

Internet','utilization

Agency Management System

Job description

This role is based onsite and requires a full five-day work week in our office

About HUB International

HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Why Choose HUB?

Throughout our network 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 providing 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 evolve 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
• 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

Summary of Responsibilities

The Account Technician will be responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.

Specific Responsibilities

• Coordinate the handling and servicing of assigned accounts with the Account Manager/Producers.
• Check policies and endorsements for completeness and accuracy.
• Prepare policies for delivery to clients.
• Review and process change requests in the agency management system.
• Enter data as required by insurance company automation systems.
• Provide support to the Account Manager/Producer on pre-renewal processes.
• Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system computer input of each account.
• Prepare invoices, transmittals, ID cards, certificates of insurance, evidences as insurance binders and cancellation forms as required.
• Order loss runs as required.
• Maintain an accurate suspense system on all items that require a response.
• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
• Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Other responsibilities as assigned by Manager.

Qualifications

• 1-2 years insurance brokerage or property casualty insurance underwriting assistant or underwriting experience preferred
• High School Diploma.
• Associates degree preferred
• 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 exercise independent judgment
• Ability to effectively work in a team environment
• Ability to work well under pressure and to quickly adapt to new situations
• Proficient in Word, Excel, internet utilization
• Agency Management System experience preferred but not required

Department Account Management & Service Required Experience

1-2 years of relevant experience

Required Travel

No Travel Required

Required Education

High school or equivalent

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.

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.

For more information, please visit hubinternational.com.