Associate Account Manager

HUB International is a leading global insurance and employee benefits broker, committed to empowering clients and employees. The Associate Account Manager will support the Commercial Lines team in retaining clients and assisting Account Managers with various tasks to ensure business growth.

Responsibilities

• Process lost policy release forms; transmit correspondence to insured and carriers
• Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request
• Process endorsement requests and secure pricing from carrier if needed
• Manage account documentation; send documentation to insured and follow up to ensure it was received and submitted to the carrier
• Maintain follow-up system with insurance carriers to ensure requests are processed timely
• Furnish underwriters with additional information as requested
• Perform other specific duties and projects as assigned by management
• Daily management of the agency interface system (download) and ensure all transactions are matched so revenue is recorded accurately by month end

Skills

• 1-2 years of insurance experience
• Property/Casualty License or willingness to sit for exam within 1st year of hire date
• High school diploma required, though college degree is preferred
• Well organized with an aptitude for details
• Strong written and oral communication skills
• Strong work ethic
• Understand and analyze insurance coverages, forms, and policies
• Work normally scheduled hours and additional time as needed
• Basic knowledge of Microsoft Office, especially Microsoft Excel
• EPIC experience preferred

Benefits

• Medical/dental/vision/life insurance
• 401k matching program
• Health Savings Account funding
• Voluntary insurance options
• Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)

Company Overview