Account Associate
Account Associate
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Job Description
About HUB
HUB International is a top 5 global insurance broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. HUB has more than 600 offices across the United States Canada and Puerto Rico with more than 18000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.
General Description (SUMMARY Scope Purpose)
The Personal Lines Account Associate is responsible for assisting Personal Lines Account Managers and Producers with the servicing of assigned accounts in accordance with the practices policies and procedures of the Company.
EssentialDuties & Responsibilities
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an allinclusive listing of work requirements. Individuals may perform other duties as assigned including work in other functional areas to cover absences equalize peak work periods or otherwise to balance the workload.
Prepares invoices transmittals ID cards binders and cancellation forms as required
Reviews and processes change requests in the agency management system and confirms completeness and accuracy
Sets up and maintains new and renewal client files
Participates in the renewal preparation process including generating renewal updates on accounts specified by the Account Manager or Producer
Provides quality customer service to clients team members and carriers
Prepares policies for delivery to clients including generating proposals and annual reviews for renewals and new business
Communicates with company personnel regarding the clients needs and/or issues
Maintains an accurate suspense system on all items that require a response
Fields phone calls from insureds regarding questions about their coverage changes additions payments cancellations etc.
Maintains complete customer files
Responsible for scanning communications and documents
Input/maintain data on account management system and ancillary systems as required
Provide mail room and switchboard support when needed
Other reasonable duties as assigned by your supervisor and overall support of the Account Manager and Producer
Work Requirements
Experience with MS Excel required
Insurance industry experience preferred
Exceptional customer service skills
Excellent organizational interpersonal communication skills
Proven ability of working in a successful team environment
Strong data entry skills
Ability to exercise independent judgment
Proficient in Microsoft Word Excel Outlook and internet utilization
Applied Agency Management System experience preferred but not required
Flexible Workfromhome scheduled if preferred.
Why Choose HUB
Throughout our network of more than 600 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.
We are the perfect fit if you:
- Have a desire to help others protect their future
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a selfstarter willing to invest time and energy to learn the technical aspects of our business believe in integrity and building success by developing relationships with others
HUBs insurance professionals provide critical support to our customers through account management claims management daytoday client oversight and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources you will be amongst some of the industrys top talent to help guide and support our customers needs and provide them with innovative solutions.
#LIKP1
Department Account Management & ServiceRequired Experience: 12 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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 veterans 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 Policy
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Required Experience:
IC
Employment Type
Full-Time
