Hybrid Associate Account Manager – Commercial Lines

at HUB International

• Job title: Associate Account Manager – Commercial Lines
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Troy, United States

About the role

• Associate Account Manager providing clerical and administrative support to the Commercial Channel at HUB International. Assisting with customer service, data entry, and various account management tasks.

Responsibilities

• Coordinate the servicing of assigned accounts with the Account Manager
• Enter data as required by insurance company automation systems
• Provide support to the Account Manager on pre-renewal processes
• Handle correspondence and the clerical processing of accounts including applications and computer input of each account
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
• Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
• Review and process change requests in the agency management system
• Check policies and endorsements for completeness and accuracy
• Prepare policies for policy check and delivery to clients
• Maintain an accurate suspense system on all items that require a response
• Responsible for scanning/electronic filing of communications and documents
• Input/ maintain data on account management system and ancillary systems as required
• Other responsibilities as assigned by Account Manager

Requirements

• 2 years of insurance background or work in a professional office environment
• Intermediate skill level with Microsoft Office Products (Outlook, Word, Excel, etc.)
• Ability to organize large volumes of information and set priorities
• Aptitude for details with consistency in follow-up
• Ability & desire to take ownership of role expectations with accountability to internal and external clients
• Intermediate insurance knowledge with proven ability to apply same to your daily work
• Strong verbal and written communication skills

Benefits

• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Pet Insurance
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day Dress-Code
• Service Awards