Associate Account Executive

At HUB International, we believe the best workplaces invest in their people, celebrate their communities, and build cultures where everyone belongs. Recognized as one of America's Greatest Workplaces for Culture, Belonging, and Community, and among the top 20 Best Finance Companies to Work For as rated by women, we help individuals, families, and businesses protect and plan for what matters most through insurance, retirement, and wealth management products and services. With over 540 locations and more than 20,000 professionals across North America, HUB combines the resources of a global firm with the agility of a regional team.

About the role

We currently have an opportunity for an Associate Account Executive to join our Commercial Lines team in our Pittsburgh, PA office on a hybrid work schedule.

Responsibilities

• Process lost policy release forms; transmit correspondence to insured and carriers
• Issue certificates of insurance and evidence of property forms to clients and client representatives upon request
• Perform billing-related functions such as: premium invoicing, premium financing, reconciliation of commission items with HUB HFC/ARC, and follow-up with clients on past due accounts receivable items
• Process endorsement requests and secure pricing from carrier if needed
• Manage account documentation; send documentation to insured; and follow up to ensure it was received and submitted to the carrier
• Maintain follow-up system with insurance carriers to ensure requests are processed timely
• Furnish underwriters with additional information as requested
• Pursue a program for personal and professional development
• Perform other specific duties and projects as assigned by management
• Provide support to the account management team and Property & Casualty department
• Daily management of the agency interface system (download) and ensure all transactions are matched so revenue is recorded accurately by month end

Requirements

• 2-5 years insurance experience
• Pennsylvania Property/Casualty License or willingness to sit for exam within 1st year of hire date
• Well organized with an aptitude for details
• Strong written and oral communication skills
• Strong work ethic
• Ability to understand and analyze insurance coverages, forms, and policies
• Work normally scheduled hours and additional time as needed
• Basic knowledge of Microsoft Office, especially Microsoft Excel, required
• EPIC proficiency preferred
• Bachelor's degree (4-year degree)

Benefits

• Medical, dental, vision, and prescription drug coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan with matching program
• Life and disability plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education