Commercial Lines Associate Account Manager

HUB International; Waukesha (WI); On-site; USD 45,000 - 60,000; Full time

Job summary

HUB International is seeking a Commercial Lines Associate Account Manager to support account management and customer service within their esteemed insurance brokerage. This role requires strong organization and communication skills to manage client interactions efficiently and provide tailored solutions, contributing to client satisfaction and retention. HUB offers a competitive benefits package and a growth-oriented environment focused on employee development.

Benefits

Medical/dental/vision/life insurance

401k matching program

Generous time-off policies

Work/life balance initiatives

Qualifications

• 1-2 years of commercial lines insurance experience.
• Property and Casualty producer’s license or will obtain within 90 days.
• Well organized with an aptitude for details.

Responsibilities

• Provide administrative and clerical support to the Commercial Channel.
• Prepare policy applications and handle account documentation.
• Assist in the customer service process including claims management.

Skills

Organization

Communication

Relationship Building

Education

Bachelor's degree (4-year degree)

Tools

Microsoft Office

EPIC

Job description

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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 550 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.

In This Role, You Will

• Prepare renewal solicitations and/or exposure workbooks
• Prepare submissions in collaboration with the Marketing Coordinator, Account Manager, and/or Account Executive
• Prepare applications, including carrier and Acord applications
• Prepare and process subjectivities
• Update market summary and/or Epic
• Renew policies in Epic
• Invoicing activities
• First review of returned policy checking
• Prepare Summary of Insurance
• Prepare audit summaries and dividend summaries, if applicable
• Request and process change requests, including obtaining pricing from carrier where appropriate
• Process lost policy release forms.
• Manage account documentation; includes sending update requests to client, follow up to ensure receipt, update our records, submit updates to carriers. Maintain follow-up system with insurance carriers to ensure requests are processed timely.
• Furnish underwriters with additional information as requested
• Provide support when the Account Manager or Account Executive is out of the office; this includes providing quotations and answering routine policy inquiries
• Enter Client information and policy detail into broker management system or delegate when applicable.
• Pursue a program for personal and professional development
• Perform other specific duties and projects as assigned by management

What You Offer Us

• 1-2 years of commercial lines insurance experience
• Property and Casualty producer’s license or willing to obtain within 90 days of hire
• 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

What We Offer You

• 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

Attention to all recruitment agencies: HUB International does not accept agency resumes. HUB International is not responsible for any fees related to unsolicited resumes.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required 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.

E-Verify Program

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 [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and Administrative

• Industries

  Insurance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Pension plan

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