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Associate Account Manager

Job in Waukesha, Waukesha County, Wisconsin, 53188, USA
Listing for: HUB International
Full Time position
Listed on 2026-09-26
Job specializations:
  • Sales
    Insurance Sales
  • Insurance
    Insurance Sales, Insurance Agent & Advisor
Job Description & How to Apply Below

Associate Account Manager

The Associate Account Manager will provide professional, courteous service to our customers, producers, and company personnel. With a positive attitude, the Associate Account Manager will provide a high level of support in obtaining, maintaining, expanding, and servicing our employee benefits accounts. The Associate Account Manager will work with producers to maintain synergy among HUB corporate goals, carrier requirements, and the needs of our customers.

Job Duties

  • Respond promptly and professionally to the service needs of our insureds.
  • Provide clerical and technical support to Producers to benefit clients and to reach agency's strategic business goals.
  • Assist producer in adding coverages to existing accounts.
  • Produce quote requests, spreadsheets and other related items while verifying their accuracy.
  • Maintain controls on renewals to ensure timely preparation and processing.
  • Prepare summaries of insurance and proposals as needed for account review.
  • Remarket renewals, contact clients, create renewal proposals and handle other renewal activities in coordination with the producer.
  • Refers current and prospective clients to other departments for solicitation of those lines of business.
  • Adhere to all Agency systems, procedures and state regulations.
  • Communicate effectively orally and in writing.
  • Broad knowledge of insurance products and usages and ability to work independently.
  • Ability to utilize computer programs and understand functionality.
  • Oversee functions performed by Assistant CSSs.
  • Maintain required client filing.

Qualifications

  • Bachelor's degree in a related field, or an equivalent combination of education, certifications, training, and relevant professional experience that demonstrates the knowledge, skills, and abilities required for success in the role.
  • Life, Accident and Health Insurance License preferred
  • 1-2 years of professional experience; insurance industry a plus
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
  • Good written and oral communication skills.
  • Strong organizational and time management skills.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRe This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

Position Requirements
10+ Years work experience
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