Insurance Accounts Support Specialist

HUB International; Culver City (CA); On-site; USD 60,174,000 - 68,770,000; Full time

Benefits offered by this job

Health/dental/vision insurance

401(k) accounts

Paid time off

Job summary

HUB International Limited is seeking an Assistant Account Manager to support Account Managers and Senior Account Managers in servicing assigned accounts per company policies. You will prepare invoices, certificates of insurance, renewals, and client files, while ensuring accurate data entry and timely follow-ups with carriers.

You will provide quality service to clients and team members, review policies for completeness, and coordinate transactions and communications across internal teams.

Qualifications

• One or more years of professional office experience preferred.
• High School or equivalent
• P & C Insurance Producer License Required within 90 Days of Start

Responsibilities

• Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
• Review and process change requests in the system of record
• Set-up and maintain new and renewal client files in the system of record
• Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer
• Provide quality customer service to clients, team members, and carriers
• May review policies and endorsements for completeness and accuracy
• Prepare policies for delivery to clients
• Communicate with company personnel regarding the client’s needs and/or issues
• Use system’s “activity” function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests
• Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Prepare and coordinate all transactions, documents, and internal processing for assigned accounts
• Other reasonable duties as assigned

Skills

Customer service

Organizational skills

Interpersonal skills

Communication skills

Education

High School or equivalent

P & C Insurance Producer License (within 90 Days)

Tools

Microsoft Word

Excel

Outlook

EPIC Agency Management System

Job description

HUB International Limited is seeking an Assistant Account Manager to support Account Managers and Senior Account Managers in servicing assigned accounts per company policies. You will prepare invoices, certificates of insurance, renewals, and client files, while ensuring accurate data entry and timely follow-ups with carriers.

You will provide quality service to clients and team members, review policies for completeness, and coordinate transactions and communications across internal teams.