Assistant Account Manager, Commercial Lines

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 and Responsibilities

Assists the Account Management team with all aspects of the account-service 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 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 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 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

High School / GED

1-2 years insurance industry experience or equivalent combination of education & experience

Property & Causality License required

Knowledge, Skills and 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 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: Identify 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.

Frequent communication with colleagues and clients 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 printer.

Occasionally moves about inside the office to access file cabinets, office machinery, etc.

Compensation and Benefits
The expected salary range for this position is $55,000 - $60,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's 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.

Equal Opportunity Employment
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.

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