Account Associate

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

General Description (SUMMARY, Scope, Purpose)

The Personal Lines Account Associate is responsible for assisting Personal Lines Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.

Essential Duties & Responsibilities

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Prepares invoices, transmittals, ID cards, binders and cancellation forms as required

Reviews and processes change requests in the agency management system and confirms completeness and accuracy

Sets- up and maintains new and renewal client files

Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager or Producer

Provides quality customer service to clients, team members, and carriers

Prepares policies for delivery to clients including generating proposals and annual reviews for renewals and new business

Communicates with company personnel regarding the client’s needs and/or issues

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.

Maintains complete customer files

Responsible for scanning communications and documents

Input/maintain data on account management system and ancillary systems as required

Provide mail room and switchboard support, when needed

Other reasonable duties as assigned by your supervisor and overall support of the Account Manager and Producer

Work Requirements

Experience with MS Excel required

Insurance industry experience preferred

Exceptional customer service skills

Excellent organizational, interpersonal, communication skills

Proven ability of working in a successful team environment

Strong data entry skills

Ability to exercise independent judgment

Proficient in Microsoft Word, Excel, Outlook, and internet utilization

Applied Agency Management System experience preferred but not required

Flexible Work-from-home scheduled if preferred.

Why Choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

Have a desire to help others protect their future

Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Are focused on learning and development to enhance your industry knowledge and expertise

Are a self-starter willing to invest time and energy to learn the technical aspects of our business believe in integrity and building success by developing relationships with others

HUB’s insurance professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions.

#LI-KP1

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veterans status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

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