Job description

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Assistant Account Manager is responsible for assisting Account Managers and Senior Account Managers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company. DUTIES & 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 May 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 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, communication skills Proven ability of working 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. WHY CHOOSE HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at dol.gov . EEOAA Policy E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. The expected salary range for this position is $21- $24/hr depending on geographical location and will be impacted by factors such as the successful candidate s skills, experience and working location, as well as the specific position s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. #LI-JD1 LIKE US SO FAR? Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent 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. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Requirements

Must-haves

The Assistant Account Manager is responsible for assisting Account Managers and Senior Account Managers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.
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
May 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
Other reasonable duties as assigned
High School or equivalent
P & C Insurance Producer License Required within 90 Days of Start
Exceptional customer service skills
Excellent organizational, interpersonal, communication skills
Proven ability of working in a successful team environment
Strong data entry skills

Nice-to-haves

One or more years of professional office experience preferred
Applicable insurance experience preferred
Applied EPIC Agency Management System experience preferred but not required

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

accessibility

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)