Personal Lines Assistant Account Manager

HUB International; United States; Remote; USD 45,000 - 60,000; Full time

Job summary

HUB International is seeking a Personal Lines Assistant Account Manager to support Account Managers with account servicing. This role involves handling customer communications, preparing documents, and maintaining accurate account data. Ideal candidates will have strong communication skills, insurance experience, and the ability to work collaboratively in a team setting.

Benefits

Competitive salaries

Medical/dental/vision insurance

401k matching program

Paid Time Off

Comprehensive Wellness Program

Qualifications

• 1-2 years of relevant insurance experience preferred.
• Ability to obtain state insurance license (P&C) within six months.
• Exceptional written and verbal communication skills required.

Responsibilities

• Assist Account Managers with servicing assigned accounts.
• Prepare and process transactions and correspondence for accounts.
• Provide quality customer service to clients and team members.

Skills

Customer Service

Communication

Problem Solving

Detail-oriented

Teamwork

Education

High school or equivalent

Tools

Microsoft Office Suite

Job description

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.

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