Hub International - Chicago, IL

posted 29 days ago

Full-time - Entry Level
Hybrid - Chicago, IL
251-500 employees
Insurance Carriers and Related Activities

About the position

The Account Coordinator will provide professional and courteous service to customers, producers, and company personnel, focusing on employee benefits accounts. This role involves supporting producers in maintaining and expanding accounts while ensuring alignment with HUB's corporate goals and carrier requirements. The Account Coordinator will be responsible for various administrative tasks, including responding to service needs, preparing insurance summaries, and managing renewals.

Responsibilities

  • Respond promptly and professionally to the service needs of our insureds.
  • Provide clerical and technical support to Producers to benefit clients and to reach agency's strategic business goals.
  • Assist producer in adding coverages to existing accounts.
  • Produce quote requests, spreadsheets and other related items while verifying their accuracy.
  • Maintain controls on renewals to ensure timely preparation and processing.
  • Prepare summaries of insurance and proposals as needed for account review.
  • Remarket renewals, contact clients, create renewal proposals and handle other renewal activities in coordination with the producer.
  • Refer current and prospective clients to other departments for solicitation of those lines of business.
  • Adhere to all Agency systems, procedures and state regulations.
  • Communicate effectively orally and in writing.
  • Oversee functions performed by Assistant CSSs.
  • Maintain required client filing.

Requirements

  • Bachelor's degree highly preferred
  • Experience working with computers in Windows environment
  • Strong MS Office skills, e.g. MS Word and MS Excel
  • Good written and oral communication skills
  • Above average mathematical skills
  • Life, Accident and Health Insurance License preferred
  • Less than 1 year of relevant experience

Benefits

  • Competitive and flexible benefits options
  • Opportunities for growth and development
  • Supportive work environment
  • Entrepreneurial culture
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