Hybrid Assistant Account Manager – Surety

Posted 2 hours ago

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About the role

  • Assistant Account Manager assisting with insurance account servicing and client communication at HUB International. Collaborating with Account Managers and maintaining data in account systems.

Responsibilities

  • Assisting Account Managers, Senior Account Managers and Producers with the servicing of assigned accounts
  • Participates in the renewal preparation process, including generating renewal updates on accounts
  • Review bond requests to verify for accuracy
  • Provides quality customer service to clients, team members, and carriers
  • Maintains an accurate suspense system on all items that require a response
  • Fields 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
  • Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts

Requirements

  • High School Diploma or equivalent
  • P & C Insurance Producer License Required
  • Two or more years of office experience strongly preferred
  • Exceptional customer service skills
  • Excellent organizational, interpersonal, communication skills
  • Proven ability of working in a successful team environment
  • Strong data entry skills
  • Proficient in Microsoft Word, Excel, Outlook, and internet utilization
  • Applied Agency Management System experience preferred but not required

Benefits

  • health/dental/vision/life/disability insurance
  • FSA
  • HSA
  • 401(k) accounts
  • paid-time-off benefits
  • eligible bonuses
  • equity and commissions for some positions

Job title

Assistant Account Manager – Surety

Job type

Experience level

JuniorMid level

Salary

$23 - $27 per hour

Degree requirement

High School Diploma

Location requirements

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