Assistant Account Manager, Personal Lines

Job description

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 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 the Company. DUTIES & RESPONSIBILITIES: Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required 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 accounts specified 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 client's needs and/or issues Use system's "activity" function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, 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 an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made 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 talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this 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, exci...