Personal Lines Account Manager Assistant
HUB International, Benton, Kentucky, United States, 42025
Account Manager Assistant
The Account Manager Assistant is accountable for delivering excellent and efficient service by assisting the Account Manager(s) with the daily management of a group of accounts. The Account Manager Assistant I has an impact on agency success by assisting in achievement of client retention goals, effectively and consistently providing client service, and fostering a culture of accountability, integrity, trust, respect and teamwork while focusing on continuous improvement. Essential Duties And Responsibilities: Processes cancellations, endorsements, reinstatements Performs policy upload and issuance at direction of Account Manager Supports the Account Manager in preparing the submission in order to deliver to the carriers Prepares policy summaries and policy identification cards for client Processes manual invoices as required Update information in Agency Management System Reviews Policy Checklist for completion on Renewals and New Business Performs the process for cancellations, endorsements, rewrites, and reinstatements for existing clients as warranted and guided by Account Manager Responds to customer inquiries as needed primarily clients within Service Centers Keeps the data management system up to date with current information as well as submission tracking Sends schedules and applications to insureds for completion and issues policies to clients Follow the agency workflows and procedures to avoid Errors and Omissions Requirements: High School Diploma or Equivalent Previous experience in clerical roles preferred Active P & C license or must be obtained within 6 months Demonstrate proficiency in computer applications such as Microsoft Office and EPIC or other Account Management Systems Superior customer service and problem-solving skills with the ability to work in a team environment Excellent written and verbal English communications skills required Ability to work a regular, full-time work schedule at HUB's facility(s) 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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
The Account Manager Assistant is accountable for delivering excellent and efficient service by assisting the Account Manager(s) with the daily management of a group of accounts. The Account Manager Assistant I has an impact on agency success by assisting in achievement of client retention goals, effectively and consistently providing client service, and fostering a culture of accountability, integrity, trust, respect and teamwork while focusing on continuous improvement. Essential Duties And Responsibilities: Processes cancellations, endorsements, reinstatements Performs policy upload and issuance at direction of Account Manager Supports the Account Manager in preparing the submission in order to deliver to the carriers Prepares policy summaries and policy identification cards for client Processes manual invoices as required Update information in Agency Management System Reviews Policy Checklist for completion on Renewals and New Business Performs the process for cancellations, endorsements, rewrites, and reinstatements for existing clients as warranted and guided by Account Manager Responds to customer inquiries as needed primarily clients within Service Centers Keeps the data management system up to date with current information as well as submission tracking Sends schedules and applications to insureds for completion and issues policies to clients Follow the agency workflows and procedures to avoid Errors and Omissions Requirements: High School Diploma or Equivalent Previous experience in clerical roles preferred Active P & C license or must be obtained within 6 months Demonstrate proficiency in computer applications such as Microsoft Office and EPIC or other Account Management Systems Superior customer service and problem-solving skills with the ability to work in a team environment Excellent written and verbal English communications skills required Ability to work a regular, full-time work schedule at HUB's facility(s) 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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.