drjobs Associate Account Executive - Personal Lines

Associate Account Executive - Personal Lines

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1 Vacancy
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Job Location drjobs

National, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

HUB International Limited (HUB) is the 5th largest global insurance broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. With over 20000 employees in 750 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions.

Job Purpose:

Reporting to and working directly for the Vice President of our Personal Lines group. Additionally you will assist the team with processing and updating high net worth client accounts responding to requests and supporting the service goals of the agency.

Functions and Responsibilities:

  • Handling all processing and correspondence for insurance renewals endorsements and cancellations
  • Processing policy change requests from Account Executives as well as directly from customers
  • Providing reports for processing new business and/or remarketing of accounts
  • Providing Account Executives with quotes on existing or new accounts as needed
  • Providing documentation to mortgage companies and lenders on behalf of clients
  • Issuing binders insurance identification cards evidence and certificates of insurance as requested by Account Executives
  • Providing Account Executives with updated summaries of insurance
  • Performing accurate and thorough reviews of client coverage exposure and price and communicating recommendations to the customer in a timely manner
  • Maintaining business relationships with customers company representatives underwriters as well as HUB producers and employees

Qualifications/ Requirements:

  • Highly motivated insurance professional with at least 3 years Personal Lines experience assisting with account management with an established broker
  • Experience with an automated agency management system
  • 4year college degree or equivalent work experience
  • Excellent organizational skills and strong attention to detail
  • Proven ability to manage multiple responsibilities in a deadline driven environment
  • Possesses the ability to multitask
  • Ability to work independently and collaboratively with a team
  • Excellent written and verbal communication skills
  • Proficient with Microsoft Office suite and EPIC preferred
  • Valid P&C license preferred

Department Account Management & Service

Required Experience: 25 years of relevant experience

Required Travel: Negligible

Required Education: Bachelors degree 4year degree)

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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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Required Experience:

IC

Employment Type

Full-Time

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