HUB International · 3 hours ago
Associate Account Executive
HUB International is the largest privately owned global insurance broker, offering a wide range of insurance and risk management services. They are seeking an energetic, self-motivated individual to serve as an Associate Account Executive in their Commercial Lines department, responsible for managing client accounts and ensuring timely processing of insurance documents and billing schedules.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Responsibilities include issuance of certificates of Insurance, ID cards, schedules of insurance, and billing schedules
Processing endorsements, invoices, and entering exposure data within the Applied Epic AMS
Liaise with Accounting department, financing companies, and direct bill carriers to maintain up to date billing schedules for each client
Pass marketing, policy, and coverage correspondence to appropriate contacts within the team
Perform other specific duties as directed by the Account Executive
Respond to certificate requests and payment inquiries in a timely manner
Process add/term requests as directed by AE
Handle epic activities associated with the onboarding process, renewal process, endorsement process, etc
Follow up with carriers for outstanding policies, endorsements, invoices, and other open items
Tracking and maintaining a log of follow-up emails to clients and to markets
Reaching out to clients directly regarding delinquent payments, notices of cancellation, notices of rescission, etc
Delivering policies and endorsements to clients after policy check has been completed
Qualification
Required
2+ years servicing experience preferably with a brokerage company
Must be proficient in Microsoft Excel
Good oral and written communication skills
Strong organizational skills are a must
NY P&C Licensed required
Epic software experience
Bachelor's degree (4-year degree)
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.
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
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase