HUB International · 2 months ago
Private Client Assistant Account Manager, Personal Insurance - Potential for Hybrid Work
Rockville, MD
Full-time
Hybrid
Entry Level
$28.20/hr - $35.90/hr
1+ years expHUB International is a leading insurance brokerage firm that empowers individuals and businesses through a wide range of insurance and wealth management services. The Assistant Account Manager will be responsible for servicing personal insurance accounts, collaborating with clients and sales executives to ensure optimal coverage and client satisfaction.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Collaborate with clients and sales executives to gather marketing data for new and renewal quotes
Obtain and negotiate quotes from carriers, prepare detailed coverage analyses, and advocate for clients to achieve the best outcomes
Deliver exceptional service through accurate and timely processing of policy documents
Identify and execute cross-sell and up-sell opportunities to expand client coverage
Gather information from clients and prepare applications regarding new and/or renewal coverage
Prepare policy quotes based on client’s needs, rates and coverages
Prepare all transactions for assigned accounts, i.e. applications, invoices, forms
Maintain the accuracy of data in the agency management system
May handle collections of premiums due
Ensure receivables are maintained and proactively address past-due balances
Stay informed on carrier systems, billing, and policy updates to provide top-tier client support
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
Address and resolve carrier claim challenges with support from the HUB claims team
Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives
Other responsibilities as assigned by Manager
Qualification
Required
High School diploma or equivalent; AA and/or college degree preferred
An active or ability to obtain state property and casualty insurance license is required
Strong verbal and written communication, organizational, and multitasking skills
Ability to work independently in a fast-paced environment with minimal supervision
Proficiency in Microsoft Office (Word, Outlook, Excel, PowerPoint) or similar software
Preferred
Previous insurance experience related to property and casualty account management preferred with focus on complex/private client risks is preferred
Proficiency in Epic or other insurance software is a plus
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits such as vacation, sick, and personal days
Eligible bonuses, equity and commissions for some positions
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase