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HUB International · 9 hours ago

Assistant Account Manager, Commercial Lines

Sacramento, CA

Full-time

Onsite

Entry Level

$28/hr - $36/hr

1+ years exp

HUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions to their clients. The Assistant Account Manager plays a key role in supporting the account management team by assisting with various account-service processes and ensuring client needs are met efficiently.

Financial ServicesInsuranceInsurTechRisk Management

Hiring Manager

Lizzy Wanamaker

Responsibilities

Assists the Account Management team with all aspects of the account-service process

Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc

Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments

Participates in the renewal preparation process, including generating renewal updates on accounts

Assists with marketing clients to carriers

Assists with coordinating premium financing and the collection of premiums

Checks policies/endorsements and audits for accuracy

Prepares quotes and proposals

Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations

Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data

Performs other duties and projects as assigned

Qualification

Property & Casualty LicenseInsurance industry experienceMicrosoft Office SuiteCritical ThinkingCustomer service skillsCommunication skillsProblem-solving skillsOrganizational skills

Required

High School / GED

1-2 years insurance industry experience or equivalent combination of education & experience

Property & Causality License required

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages

Ability to effectively and professionally communicate orally and in writing with internal and external customers

Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly

Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy

Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately

Computer skills: proficiency with Microsoft Office Suite and Outlook

Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems

Desire to learn and grow within the insurance industry