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
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