Commercial Lines Associate Account Manager
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What you'll do
- Issue auto ID cards, binders, certificates & Evidence of Property
- Order loss runs and input information
- Order MVRs and E Mods
- Process change requests and cancelations – suspense and follow up, check and scan when received
- Audits – including checking rates, ordering worksheets and invoicing
- Support Account Manager and Account Executives - provide updates once policy is bound (update future application and pull over to current)
- Process new business and renewals
- Set up/update billing information
- Scan and input all correspondence into paperless file
- Email signed forms to carrier
- Invoices
- Prepare policies to be delivered
What they're looking for
- High school diploma or equivalent
- 1-2+ years of Commercial Lines experienced preferred
- Active Property and Casualty License is preferred or must be willing to complete licensing requirements within 60 days of hire if not already obtained
- Strong computer skills and proficient with various software programs
- Must have excellent written and verbal communication
- Organized and highly detail-oriented
Nice to have
- 1-2+ years of Commercial Lines experienced preferred
- Active Property and Casualty License is preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
- 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
SUMMARY:
The Commercial Lines Customer Service Representative is responsible for the day-to-day servicing of specific accounts at the direction of the Account Executive and/or Producer. This position requires direct interaction with clients, Account Executives, Producers, insurance companies, finance companies and various departments within the HUB organization.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Issue auto ID cards, binders, certificates & Evidence of Property
- Order loss runs and input information
- Order MVRs and E Mods
- Process change requests and cancelations – suspense and follow up, check and scan when received
- Audits – including checking rates, ordering worksheets and invoicing
- Support Account Manager and Account Executives - provide updates once policy is bound (update future application and pull over to current)
- Process new business and renewals
- Set up/update billing information
- Scan and input all correspondence into paperless file
- Email signed forms to carrier
- Invoices
- Prepare policies to be delivered
- Reconcile fleet schedules
- Prepare tabs for proposals
- Agent of record letters
- Finance agreement quotes
- Renewal of all policies
- Additional administrative duties – general scanning, mail, phone support
- Assist as needed with various projects
- Handle claims intake for the unit
REQUIREMENTS:
- High school diploma or equivalent
- 1-2+ years of Commercial Lines experienced preferred
- Active Property and Casualty License is preferred or must be willing to complete licensing requirements within 60 days of hire if not already obtained
- Strong computer skills and proficient with various software programs
- Must have excellent written and verbal communication
- Organized and highly detail-oriented
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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