Personal Lines Assistant Account Manager

HUB International; Greenville (SC); On-site; USD 40,000 - 55,000; Full time

Job summary

Join a leading global insurance broker as a Personal Lines Assistant Account Manager. In this entry-level role, you will support Account Managers by managing transactions, ensuring excellent customer service, and contributing to a dynamic team environment. This position offers an opportunity for growth in an impactful organization with a focus on community involvement.

Benefits

Competitive salaries and benefits offerings

Medical/dental/vision insurance

401k matching program

Generous PTO Package

Comprehensive Wellness Program

Qualifications

• At least one year of insurance experience strongly preferred.
• Exceptional written and verbal communication skills.
• Detail-oriented self-starter.

Responsibilities

• Assisting Account Managers with servicing assigned accounts.
• Processing all transactions and correspondence for assigned accounts.
• Providing quality customer service to clients and team members.

Skills

Problem Solving

Customer Service

Communication

Detail-oriented

Microsoft Office Suite

Education

High school or equivalent

Job description

Personal Lines Assistant Account Manager

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Personal Lines Assistant Account Manager

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About Hub International

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

About Hub International

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives
  
  

Summary

The Personal Lines Assistant Account Manager is responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.

Essential Duties And Responsibilities

• Prepares, reviews, and processes all transactions, correspondence, and documents, for assigned accounts, including but not limited to the following:
• Applications
• marketing and rating new accounts
• billing
• policies
• endorsements
• invoices
• proposals for new and renewal accounts
• change requests
• evidences of insurance
• annual reviews
• binders
• cancellations
• setting up new/renewal client electronic files
• Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager and/or Producer
• Provides quality customer service to clients, team members, and carriers
• Communicates with company personnel regarding the client’s needs and/or issues
• Maintains an accurate suspense system on all items that require a response
• Navigates and utilizes carrier websites to obtain documents and/or information as needed
• May 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
• Provide mailroom and switchboard support, when needed
  

Requirements

• At least one year of insurance experience strongly preferred
• Exceptional written and verbal communication skills
• Superior customer service and problem solving skills.
• Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
• Detail-oriented self-starter
• Ability to work in a team environment
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility
  
  

Education, Licensing Or Certification Requirements

• Ability to obtain state insurance license (P&C) within six months of employment
  
  

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

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

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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