drjobs Assistant Account Manager Commercial Lines

Assistant Account Manager Commercial Lines

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1 Vacancy
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Job Location drjobs

Sacramento, CA - USA

Monthly Salary drjobs

$ 25 - 27

Vacancy

1 Vacancy

Job Description

JOB SUMMARY:

The Assistant Account Manager provides a high level of support in obtaining maintaining expanding and servicing commercial lines accounts. This position assists with certificates of insurance policy changes gathering renewal information preparing client presentations general account assistance and other special projects. This position will require meeting daily production standards goals and service commitments.

DUTIES & RESPONSIBILITIES:

  • Assists the Account Management team with all aspects of the accountservice process.

  • Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage changes additions payments cancellations etc.

  • Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance policy changes and client payments.

  • Participates in the renewal preparation process including generating renewal updates on accounts.

  • Assists with marketing clients to carriers.

  • Assists with coordinating premium financing and the collection of premiums.

  • Checks policies/endorsements and audits for accuracy.

  • Prepares quotes and proposals.

  • Provides professional courteous service to our clients carrier representatives underwriters business partners and HUB colleagues resulting in a rate of account retention that meets or exceeds expectations.

  • Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data

  • Performs other duties and projects as assigned.

QUALIFICATIONS:

  • Must hold current Property & Causality License

  • High School / GED

  • 12 years insurance industry experience or equivalent combination of education & experience

KNOWLEDGE / SKILLS / ABILITIES

  • Ability to calculate figures and amounts such as discounts interest commissions proportions percentages.

  • Ability to effectively and professionally communicate orally and in writing with internal and external customers.

  • Ability to efficiently gather pertinent information and facts analyze and solve problems timely and thoroughly.

  • Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

  • Ability to respond to customer needs solicit customer feedback to improve service and handle difficult or emotional customer situations promptly and accurately.

  • Computer skills: proficiency with Microsoft Office Suite and Outlook.

  • Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions conclusions or approaches to problems.

  • Desire to learn and grow within the insurance industry.

WORKING CONDITIONS AND PHYSICAL DEMANDS

  • This position primarily involves remaining in a stationary position for the majority of the workday.

  • The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

  • Constantly operates a computer and other office productivity machinery such as a calculator copy machine and computer printer.

  • The person in this position needs to occasionally move about inside the office to access file cabinets office machinery etc.

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 protectedthrough 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 oneof a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

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 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

EVerify 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 tollfree ator. 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 $2527/hr depending on geographical location and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions 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 paidtimeoff benefits and eligible bonuses equity and commissions for some positions.

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LIKE US SO FAR

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Department Account Management & Service

Required Experience: Less than 1 year 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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

EVerify 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. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.


Required Experience:

Manager

Employment Type

Full-Time

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