Assistant Account Manager, Commercial Lines

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 by assisting with various account-service processes, responding to policy inquiries, and preparing client presentations.

Duties & Responsibilities

• Assists the Account Management team with all aspects of the account-service process.
• Responds to policy inquiries via phone and email.
• Fields phone calls from insureds regarding coverage, changes, additions, payments, and cancellations.
• Responsible for service work as needed on a daily basis, including certificates of insurance, policy changes, and client payments.
• Participates in the renewal preparation process, generating renewal updates on accounts.
• Assists with marketing clients to carriers.
• Assists with coordinating premium financing and the collection of premiums.
• Checks policies/endorsements and audits for accuracy.
• Prepares quotes and proposals.
• Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, ensuring account retention meets or exceeds expectations.
• Maintains accurate and organized account files by documenting conversations, updating computer systems, and ensuring data accuracy.
• 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
• Experience in Medical Malpractice Insurance a plus
• Ability to calculate figures and amounts, communicate orally and in writing, analyze and solve problems, prioritize tasks, and use critical thinking skills
• Proficiency with Microsoft Office Suite and Outlook
• 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 in person and on the telephone
• Constantly operates a computer and other office productivity machinery
• Occasionally moves about inside the office to access file cabinets, office machinery, etc.

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