AVP; Relationship Manager responsible for attracting new clients and servicing accounts in the International Banking Center. Manage customer relations and ensure compliance with banking regulations while developing business opportunities.
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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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