Assistant Account Manager, Personal Lines

About the role

As an Assistant Account Manager at HUB, you will assist Account Managers and Senior Account Managers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.

Responsibilities

• Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
• Review and process change requests in the system of record
• Set-up and maintain new and renewal client files in the system of record
• Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer
• Provide quality customer service to clients, team members, and carriers
• Review policies and endorsements for completeness and accuracy
• Prepare policies for delivery to clients
• Communicate with company personnel regarding the client’s needs and/or issues
• Use system’s “activity” function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests
• Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Prepare and coordinate all transactions, documents, and internal processing for assigned accounts
• Perform other reasonable duties as assigned

Qualifications

• One or more years of professional office experience preferred
• High School or equivalent
• P & C Insurance Producer License required within 90 days of start

Knowledge / Skills / Abilities

• Applicable insurance experience preferred
• Exceptional customer service skills
• Excellent organizational, interpersonal, and communication skills
• Proven ability to work in a successful team environment
• Strong data entry skills
• Strong attention to detail
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization
• Applied EPIC Agency Management System experience preferred but not required

Working Conditions and Physical Demands

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

• While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear.
• The employee must occasionally lift and/or move up to ten pounds.
• Specific vision abilities required by this job include close vision on computer monitor.