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HUB International · 1 month ago

Associate Account Manager

Middleton, WI

Full-time

Hybrid

Entry Level

$55K/yr - $60K/yr

1+ years exp

HUB International is one of the world’s largest insurance brokers, dedicated to providing tailored insurance solutions for businesses and individuals. The Commercial Lines Associate Account Manager role involves providing administrative support and quality customer service to the Commercial Channel, ensuring clients receive innovative solutions and effective account management.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Prepare renewal solicitations and/or exposure workbooks

Prepare submissions in collaboration with the Marketing Coordinator, Account Manager, and/or Account Executive

Prepare applications, including carrier and Acord applications

Prepare and process subjectivities

Update market summary and/or Epic

Prepare draft proposals

Renew policies in Epic

Invoicing activities

First review of returned policy checking

Prepare Summary of Insurance

Prepare audit summaries and dividend summaries, if applicable

Request and process change requests, including obtaining pricing from carrier where appropriate

Process lost policy release forms

Manage account documentation; includes sending update requests to client, follow up to ensure receipt, update our records, submit updates to carriers. Maintain follow-up system with insurance carriers to ensure requests are processed timely

Furnish underwriters with additional information as requested

Provide support when the Account Manager or Account Executive is out of the office; this includes providing quotations and answering routine policy inquiries

Enter Client information and policy detail into broker management system or delegate when applicable

Pursue a program for personal and professional development

Perform other specific duties and projects as assigned by management