Assistant Account Manager, Personal Lines
Culver, CA - USA
Job Summary
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 theCompany.
DUTIES & RESPONSIBILITIES:
Prepare invoices transmittals ID cards certificates of insurance binders and cancellation forms asrequired
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 accountsspecified 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 clients needs and/or issues
Use systems activity function to schedule follow-ups from carriers for endorsements and track clientand underwriter requests
Field phone calls from insureds regarding questions about their coverage changes additionspayments 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 anemployee to successfully perform the essential functions of this job. Reasonable accommodations may bemade 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 talkor hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required bythis 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 employeesandprovide continuous opportunitiesfor 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 thatarerooted 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 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
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 or. 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 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 paid-time-off benefits and eligible bonuses equity and commissions for some positions.
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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!
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
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.