Jobs · Finance · California

Assistant Account Manager, Commercial Lines

HUB International · St Helena, CA · 1 wk ago
Finance$25–$30/hrFull-time

About Hub

HUB advises businesses and individuals on preparing for the unexpected, focusing on providing peace of mind through tailored insurance solutions.

The Opportunity

The Assistant Account Manager supports the Account Management team in various tasks, including certificate of insurance, policy changes, and client presentations.

Duties & Responsibilities

  • Assists with policy inquiries via phone and email
  • Fields calls from insureds regarding coverage, changes, additions, payments, and cancellations
  • Handles service work such as certificates of insurance, policy changes, and client payments
  • Participates in the renewal preparation process, generating renewal updates on accounts
  • Supports marketing clients to carriers
  • Affords premium financing and collects premiums
  • Checks policies/endorsements and audits for accuracy
  • Prepares quotes and proposals
  • Provides professional, courteous service to clients, carriers, underwriters, business partners, and HUB colleagues
  • Maintains accurate and organized account files by documenting conversations and updating computer systems
  • Performs other duties and projects as assigned

Qualifications

  • High School / GED
  • 1-2 years insurance industry experience or equivalent combination of education & experience
  • Property & Causality License required within first 6 months
  • Ability to calculate figures and amounts, communicate effectively, analyze and solve problems, prioritize tasks, and use computer skills
  • Desire to learn and grow within the insurance industry

Working Conditions And Physical Demands

  • Primarily stationary position for the majority of the workday
  • Frequent communication with colleagues and clients
  • Constantly operates computers and office machinery

WHY CHOOSE HUB?

  • Competitive, exciting, and friendly work environment
  • Continuous opportunities for growth and development
  • Entrepreneurial culture fostering decision-making for customers and organization
  • Comprehensive benefit and total compensation packages including health/dental/vision/life/disability insurance, FSA, HSA, 401(k), paid-time-off, and eligible bonuses, equity, and commissions

Department

Account Management & Service

Required Experience

1-2 years of relevant experience

Required Travel

No Travel Required

Required Education

High school or equivalent

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