Jobs · Finance · California

Assistant Account Manager, Commercial Lines

HUB International · Fresno, CA · 1 mo ago
Finance$25–$30/hrFull-time

About Hub

HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, our focus is on providing peace of mind through tailored insurance solutions.

The Opportunity

The Commercial Lines Assistant provides critical support to HUB's customers through account management, claims management, day-to-day client oversight, and underwriting services. You'll work alongside account managers and department managers to ensure customer needs are met.

Responsibilities

  • Process policies: e-file/attach agent copy and process original copy for delivery to the insured – AM will proof policy
  • Issue Evidence and Certificates of Insurance
  • Check on policy cancellation status with carriers/premium finance companies and report back to account manager
  • Order MVRs and update driver lists
  • Order loss runs
  • Order policy changes and update agency management system – when delegated to do so from account manager
  • Issue auto ID cards
  • Affiliate with back-up receptionist duties including covering front desk phones, processing mail, scanning mail, routing faxes, as well as end of day kitchen duties
  • Miscellaneous duties to include: Printing, e-filing/attaching of on-line reports, policies, endorsements, and cancellation warnings
  • Variety of department housekeeping and all other work assignments delegated by the account manager or department manager

Knowledge and Abilities Required

  • Knowledge of the computer and associated programs: Epic agency management system, scanning software, various carriers' on-line systems, Microsoft products
  • Understand and follow established HUB procedures
  • Perform basic math functions including addition, subtraction, multiplication, division, percentages and fractions
  • Analyze work assignments and know when to ask for assistance in order to complete the assignments in a timely manner
  • Respond promptly to customers' needs, solicit customer feedback to improve service
  • Speak clearly and persuasively in positive or negative situations, be an active listener, focus on solving conflict, maintain confidentiality
  • Prepare memos and professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information
  • Balance team and individual responsibilities, support team objectives, exhibit openness to the views of others, give and welcome feedback, when necessary, assist team on large projects to meet group work commitments
  • Strive to continuously pursue training and development opportunities to build knowledge and skills
  • Contribute to building a positive working environment, treat others with respect regardless of their position

Minimum Job Requirements

  • High School Diploma: College degree is a plus
  • CA Property & Casualty Insurance License (or willing/able to obtain license within six months)
  • 1 or more years of related experience

What You Bring To The Table

If this describes you, then keep reading. WHY CHOOSE HUB? At HUB, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. We invest in the future of our employees, providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

EEO Information

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm. EEOAA Policy 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 US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. The expected salary range for this position is $25-30/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. LIKE US SO FAR? Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

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