Assistant Account Manager - Middle Market jobs in United States
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HUB International · 9 hours ago

Assistant Account Manager - Middle Market

HUB International is a leading insurance brokerage firm that empowers its employees and clients through a range of insurance and wealth management solutions. The Assistant Account Manager will support Account Managers in client service, marketing, and renewal of commercial insurance accounts, ensuring the highest service standards are met.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Works closely with Account Managers and Client Executives/Producers on pre-renewal processes, in capturing pre-renewal information and assembling complete renewal submissions. Completing pre-work for Critical Path and participates in strategy meetings for high level view of client accounts and learning skills needed for successful account management
Collaborates with Account Management Team on service strategies, aligning client’s business needs and ensuring insurance objectives are met with highest service standards
Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system
Creates summaries of insurance on existing client accounts and templates for new and renewal business by excerpt of quoted coverages, exclusions and endorsement terms offered by carrier
Obtain loss run data from carriers and assisting with developing and maintenance of loss analysis worksheets
Client services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team
Maintain various internal resources, staying apprised on industry news, trends, and trade publications for growth opportunities and to gain competitive edge for offering top tier HUB agency services
Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
Other responsibilities as assigned by Manager/Team Leader

Qualification

Insurance support experienceProducer's licenseAgency management systemsMicrosoft OfficeCustomer service skillsCommunication skillsOrganizational skillsInterpersonal skillsTeamworkProblem-solvingAttention to detail

Required

Related insurance support experience
Producer's license or ability to obtain license within six months of hire
Proficiency with Microsoft Office and automated agency management systems
Excellent customer service and communication skills
Ability to prioritize workload and execute tasks with focused attention to detail and sense of urgency
Ability to problem solve and communicate outcomes to stakeholders
Excellent organizational, interpersonal, communication skills and ability to work in a team environment
1-2 years of relevant experience
High school or equivalent

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

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HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.

Funding

Current Stage
Public Company
Total Funding
$8.5B
Key Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B

Leadership Team

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Marc Cohen
Chairman of the Board and CEO
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Joseph C. Hyde
Chief Financial Officer
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Company data provided by crunchbase