Commercial Lines Associate Account Manager

HUB International; Waukesha (WI); Hybride; USD 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

Medical/dental/vision insurance

401k matching

Paid time off + holidays

Growth opportunities

Résumé du poste

HUB International is seeking a Commercial Lines Associate Account Manager in the Account Management & Service department. This role provides administrative and clerical support to the Commercial Channel, assisting the team in delivering quality customer service.

You will process forms, coordinate with carriers, maintain client documentation, and support renewal activities while developing your insurance knowledge and career with HUB.

Qualifications

• 1–2 years of insurance experience.
• High school diploma or equivalent; license eligibility within 60 days (Illinois property/casualty) or willingness to sit for exam.
• Strong written and oral communication; organized with attention to detail.

Responsabilités

• Process lost policy release forms.
• Prepare summaries of insurance and secure pricing from carriers.
• Maintain client account documentation and coordinate with insureds and carriers.
• Enter client information and policy details into broker management system.
• Assist with renewals, endorsements, and related kits.

Connaissances

Attention to detail

Written communication

Verbal communication

Insurance knowledge

Microsoft Office

EPIC software

Formation

High school diploma or equivalent

Outils

EPIC

Microsoft Office

Description du poste

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s 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. Why Choose HUB? Throughout our network of more than 600 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. 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 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

HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions.

The Commercial Lines Associate Account Manager provides administrative and clerical support to the Commercial Channel through assisting the team in providing quality customer service.

Responsibilities

• Process lost policy release forms
• Prepare Summaries of Insurance Process endorsement requests and secure pricing from carrier if needed
• Manage account documentation including ERM 14 forms; send documentation to insured and follow up to ensure it was received and submitted to the carrier
• Maintain follow-up system with insurance carriers to ensure requests are processed timely
• Furnish underwriters with additional information as requested
• Enter Client information and policy detail into broker management system
• Check policies for accuracy of information in comparison with the Insurance quote and Broker Management System
• Request, process and document Audits and Endorsement requests
• Assemble/process renewal documents
• Complete renewal kits and marketing exhibits
• Pursue a program for personal and professional development
• Perform other specific duties and projects as assigned by management

Requirements

• 1-2 years insurance experience
• Illinoisproperty/casualty license appropriate to the position or be willing to sit for exam within 60 days of hire date
• Well organized with an aptitude for details
• Strong written and oral communication skills
• Understand and analyze insurance coverages, forms, and policies
• Work normally scheduled hours and additional time as needed
• Basic knowledge of Microsoft Office required and EPIC preferred

Benefits

• A rewarding job that helps local businesses in the community
• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
• Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
• A work/life balance because that is important for all of us
• Learn from the expertise of your coworkers
• Growth- HUB is growing, and so can your career
• Be part of a motivated team

Department Account Management & Service

• Required Experience: 1-2 years of relevant experience
• Required Travel: Negligible
• 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

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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.