Servicing Account Manager

HUB International; Fort Worth (TX); Hybrid; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

Health benefits

Retirement matching

Life and disability insurance

Paid time off

Parental leave

Wellbeing program

Zusammenfassung

HUB International in Fort Worth, TX, seeks a detail-oriented professional to assist Account Managers and Producers with servicing accounts, data entry, and pre-renewal tasks. This hybrid role requires three days in the office weekly and a commitment to accurate records and responsive client service.

Preferred candidates hold a 4-year degree or industry designation, a Property & Casualty license (or within 90 days), and strong skills in Outlook, Word, Excel, PowerPoint, Adobe, and Applied Epic.

Qualifikationen

• 4-year college degree or industry designation preferred.
• Property and Casualty license required (or obtained within 90 days).
• Insurance experience preferred.
• Strong computer literacy: Outlook, Word, Excel, PowerPoint and Adobe.
• Knowledge of Applied Epic preferred.
• Excellent communication and interpersonal skills required.
• A results-driven approach to meet goals.
• Strong attention to detail and accurate records.
• Excellent time management; adapt to changing priorities.
• Eager to enhance knowledge and skills.

Aufgaben

• Coordinate servicing of assigned accounts with Account Manager/Producers.
• Review and process change requests in the agency management system.
• Enter data in insurance company automation systems.
• Support pre-renewal processes for Account Manager/Producer.
• Handle correspondence and clerical processing of accounts.
• Prepare invoices, certificates of insurance, and related forms.
• Order loss runs as required.
• Maintain accurate suspense system and timely responses.
• Develop familiarity with forms and paperwork and their purpose.
• Implement quality control to ensure quality work and service.

Kenntnisse

Excellent communication

Attention to detail

Time management

Customer service

Adaptability

Ausbildung

4-year college degree or industry designation

Tools

Outlook

Word

Excel

PowerPoint

Adobe

Applied Epic

Jobbeschreibung

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

_ **This is a hybrid role, requiring three days per week in the office.** _

Summary of Responsibilities.

Responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company. Other responsibilities as assigned by Manager.

Specific Responsibilities:

• Coordinate the handling and servicing of assigned accounts with the Account Manager/Producers.
• Review and process change requests in the agency management system.
• Enter data as required by insurance company automation systems.
• Provide support to the Account Manager/Producer on pre-renewal processes.
• Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system computer input of each account.
• Prepare invoices, transmittals, ID cards, certificates of insurance, evidence as insurance binders and cancellation forms as required.
• Order loss runs as required.
• Maintain an accurate suspense system on all items that require a response.
• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
• Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
• Help renewing bonds in the system as directed by the account manager.

Requested Skills & Qualities:

• 4-year college degree or industry specific designation preferred
• Property and Casualty license required (or obtained within 90 days of employment).
• Insurance experienced preferred.
• High level of computer literacy including working knowledge of Microsoft Outlook, Word, Excel, PowerPoint and Adobe
• Knowledge of Applied Epic preferred
• Excellent communication and interpersonal skills required
• A results-driven approach in order to meet goals
• Strong attention to detail and accurate record keeping
• Excellent time management skills, the ability to set priorities and adapt to changing conditions and work assignments
• Eager and willing to enhance knowledge and skills

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity:

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations:

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify:

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.