Account Administrator, Commercial Lines
About the role
The Primary Role is as a Commercial Lines Account Administrator. You will assist Account Managers, Account Executives, and Risk Consultants with servicing assigned Commercial Lines accounts according to Company practices, policies, and procedures.
Responsibilities
- Coordinate servicing of assigned accounts with the Account Manager
- Enter data as required by insurance company automation systems
- Provide support to the Account Manager on pre-renewal processes
- Handle correspondence and clerical processing of accounts including applications and computer input of each account
- Process certificate of insurance requests as needed
- Help track cancellation/reinstatement system for commercial accounts
- Develop complete familiarity with all forms and paperwork including their intent and purpose
- Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
- Review and process change requests in the broker management system
- Prepare policies for policy check and delivery to clients
- Maintain an accurate suspense system on all items requiring a response
- Scan/electronic file communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Attend industry-related continuing education training and courses
- Follow HUB Broker Standards
Qualifications
- To perform this job successfully, an individual should demonstrate Team Work, Written Communication, Initiative, Quality Management, Project Management, and Attention to Detail.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Experience and Education: 3 years of administrator related work experience (Insurance Industry experience preferred), high school diploma or equivalent required, bachelor’s degree preferred, P&C License required or able to obtain within 120 days from hire.
- Physical Requirements: Regularly stand, walk, sit, use hands to finger, handle, or feel; occasionally lift and/or move up to 25 pounds; close vision, distance vision, ability to read and interpret documents, write routine reports and correspondence, speak effectively with customers and teammates; proficiency in Microsoft Office including Excel, Word, and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.
Key Competencies
- Team Work – Supports all organizational departments in a collaborative effort for everyone to succeed.
- Written Communication - Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.
- Initiative – Volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
- Quality Management – Demonstrates attention to detail.
- Project Management – Ability to work with a team and adhere to deadlines.
Qualification Requirements
- To perform this job successfully, an individual should be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Physical Demands: Regularly stand, walk, sit, use hands to finger, handle, or feel; occasionally lift and/or move up to 25 pounds; close vision, distance vision, ability to read and interpret documents, write routine reports and correspondence, speak effectively with customers and teammates; proficiency in Microsoft Office including Excel, Word, and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.
About Us
HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance. Join the HUB team!
Department
Account Management & Service
Required Experience
1-2 years of relevant experience
Required Travel
No Travel Required
Required Education
High school or equivalent
Other Requirements
- Must hold a valid Driver’s License
- Dependable transportation
- Communication/Language Skills: Ability to read and interpret documents, write routine reports and correspondence, speak effectively with customers and teammates
- Math Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
- Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions
- Computer Skills: Proficient in Microsoft Office including Excel, Word, and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team
Company Information
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
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