Insurance Account Assistant - Client Services & Renewals

HUB International; San Francisco (CA); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Health insurance

401(k)

Job summary

HUB International is seeking an Assistant Account Manager in San Francisco to support the account-management team with processing, renewals, and client servicing for commercial lines accounts.

The role handles certificates of insurance, policy changes, and client payments, while assisting with marketing to carriers and coordinating premium financing. The position emphasizes accuracy, timely communication, and excellent service.

Qualifications

• High School / GED
• 1-2 years insurance industry experience or equivalent combination of education & experience
• Property & Causality License required within first 6 months

Responsibilities

• Assists the Account Management team with all aspects of the account-service process.
• Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments.
• Participates in the renewal preparation process, including generating renewal updates on accounts.
• Assists with marketing clients to carriers.
• Assists with coordinating premium financing and the collection of premiums.
• Checks policies/endorsements and audits for accuracy.
• Prepares quotes and proposals.
• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
• Performs other duties and projects as assigned.

Skills

Insurance knowledge

Customer service

Office software

Education

High school diploma

Tools

Microsoft Office

Outlook

Job description

HUB International is seeking an Assistant Account Manager in San Francisco to support the account-management team with processing, renewals, and client servicing for commercial lines accounts.

The role handles certificates of insurance, policy changes, and client payments, while assisting with marketing to carriers and coordinating premium financing. The position emphasizes accuracy, timely communication, and excellent service.