Assistant Account Manager, Personal Lines

Hub International is a leading insurance broker that advises businesses and individuals to prepare for the unexpected.

The Assistant Account Manager assists Account Managers and Senior Account Managers with servicing assigned accounts according to company practices, policies, and procedures.

• Prepare invoices, transmittals, , 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

• One or more years of professional office experience preferred
• High School or equivalent
• P & C Insurance Producer License required within 90 days of start

• Applicable insurance experience preferred
• Exceptional customer service skills
• Excellent organizational, interpersonal, and communication skills
• Proven ability to work 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

• The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.
• While performing the duties, the employee is regularly required to sit; use hands, fingers, talk or hear. Occasionally lift and/or move up to ten pounds. Specific vision abilities required include close vision on computer monitor.

The expected salary range for this position is $25 - $29 per hour, depending on geographic location and based on the candidate’s skills, experience, and working location. HUB International offers comprehensive benefit and total compensation packages that may include health, dental, vision, life, disability insurance; FSA, HSA, 401(k) accounts; paid time off; and eligible bonuses, equity, and commissions for some positions.

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 veteran status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement can be found here: http://(Use the "Apply for this Job" box below)..

No travel required.