Hybrid Personal Lines Account Manager

Posted 3 weeks ago

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About the role

  • Account Manager Assistant responsible for assisting in managing client accounts at HUB International. Duties include processing transactions and customer inquiries while ensuring high service quality.

Responsibilities

  • Processes cancellations, endorsements, reinstatements
  • Performs policy upload and issuance at direction of Account Manager
  • Supports the Account Manager in preparing the submission in order to deliver to the carriers
  • Prepares policy summaries and policy identification cards for client
  • Processes manual invoices as required
  • Update information in Agency Management System
  • Reviews Policy Checklist for completion on Renewals and New Business
  • Performs the process for cancellations, endorsements, rewrites, and reinstatements for existing clients as warranted and guided by Account Manager
  • Responds to customer inquiries as needed primarily clients within Service Centers
  • Keeps the data management system up to date with current information as well as submission tracking
  • Sends schedules and applications to insureds for completion and issues policies to clients
  • Follow the agency workflows and procedures to avoid Errors and Omissions

Requirements

  • High School Diploma or Equivalent
  • Previous experience in clerical roles preferred
  • Active P & C license or must be obtained within 6 months
  • Demonstrate proficiency in computer applications such as Microsoft Office and EPIC or other Account Management Systems
  • Superior customer service and problem-solving skills with the ability to work in a team environment
  • Excellent written and verbal English communications skills required
  • Ability to work a regular, full-time work schedule at HUB’s facility(s)

Benefits

  • Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
  • Great work/life balance because that’s important for all of us!
  • Focus on creating a meaningful environment through employee engagement events
  • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
  • Growth potential - HUB is constantly growing and so can your career!
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives

Job title

Personal Lines Account Manager

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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