Associate Account Manager - Commercial Lines

Overview

Responsible for servicing an assigned book of commercial business while mentoring under and assisting Account Managers and Producers with the workflow and servicing of multi-line accounts, in accordance with the practices, policies and procedures of the Company.

Responsibilities

• Coordinate the handling and servicing of assigned accounts and provide support to assigned Account Managers and Producers.
• Work with one or more Assistant Account Managers to grow and develop delegation skills.
• Participate in additional trainings as directed by Manager.
• Create and/or maintain coverage proposals, Schedules of Insurance, and Statement of Values.
• Process certificate of insurance requests.
• Work with account team and lenders to make sure certificates are issued in accordance with financing agreements.
• Request and follow up with insurance carriers on policy changes/endorsements as directed by the Account Manager or Producer.
• Review policies and endorsements for accuracy and draft transmittal letters or e-mails as requested.
• Renew and maintain policies within agency management system, and update system with requested changes in coverage or exposure.
• Invoice premium transactions as directed.
• Obtain and provide loss reports from insurance carriers as requested.
• Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system input of each account.
• Other responsibilities as assigned by Manager.

Qualifications

• Related experience with commercial insurance.
• P&C Producer’s license.
• Experience with Microsoft Office products.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Benefits

• Comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department

Account Management & Service

Required Experience

• 2-5 years of relevant experience

Required Travel

• Negligible

Required Education

• High school or equivalent

About HUB International

HUB International is more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. We help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. We also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. We bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.

About the Role

Join HUB International, a thriving community of entrepreneurs driven by purpose and passion. As one of the world’s largest insurance brokers and a proud Stevie Award-winning workplace, HUB offers a unique blend of big-company resources and entrepreneurial spirit. We’re looking for an Associate Account Executive to join our Small Business Commercial Lines team.

Equal Opportunity Employer

HUB International Limited is an equal opportunity 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.