Associate Account Manager, Commercial Lines

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success.

We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

The Associate Account Manager I is responsible for assisting Associate Account Manager IIs, Account Managers I and II, Senior Account Managers and Account Executives with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.

• Regularly utilize templates and forms (in Word and Excel) to draft proposals, summaries, specs, etc. for clients and staff as needed
• Process certificates of insurance for new and existing clients on daily basis in timely manner and as requested
• Verify that endorsements match certificate request requirements
• Coordinate the certificate renewal needs with Associate Account Manager IIs, Account Managers I and II, Senior Account Managers and Account Executives
• Complete renewal certificates verifying required information (certificate holder lists, endorsements, policy information, etc.);
  Prepares policies for delivery to clients
• Provide quality customer service to clients, team members and carriers
• Review policies and endorsements for completeness and accuracy
• Communicate with company personnel regarding the client’s needs and/or issues
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Maintain, track, and submit contractor’s license renewals to L&I through website for certificate accounts
• Prepare certificate logs and certificate binders for renewal
• Maintain certificate files in system of record
• Order loss runs
• Provide in-office General Administration support when needed
• Other reasonable duties as assigned

• High School or equivalent P & C Insurance Producer License within 90 Days of Start

• Exceptional customer service skills
• Strong reading comprehension and analysis skills
• Strong data entry skills
• Strong written and oral communication skills
• Strong organization and follow up skills
• Ability to effectively work in a team environment
• Proficient in 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 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.

The expected salary range for this position…