Account Associate
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
5 days ago
Vacancies:
1 Vacancy
Job Summary
About HUB:
HUB International is a 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 20000 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 all-inclusive 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
Qualifications:
Insurance industry experience preferred
Property & Causality Insurance license required (or obtained within the first 90 days of employment).
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
Your Future with HUB:
Choose a career with HUB International and take the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.
Our Vision:To be everywhere risk exists today and tomorrow. Helping protect what matters most.
Our Mission:To protect and support the aspirations of individuals families and businesses. To empower our employees to learn grow and make a difference in their communities.
Our Core Values:
Entrepreneurship:We encourage innovation and educated risk-taking.
Integrity:We do the right thing every time.
Teamwork:We work together to maximize results.
Accountability:We measure and take responsibility for outcomes.
Service:We serve customers communities and colleagues
If you value what we value and like the perks along the way ApplyTODAY!
Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelors degree (4-year 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.
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:
IC
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
