Assistant Account Executive

Hub International - Lakewood Township, NJ

Full-time - Entry Level

Lakewood Township, NJ

10,001+ employees

Insurance Carriers and Related Activities

About the position

The Assistant Account Executive role at HUB International is designed to support the Long-Term Care division by managing various administrative tasks related to insurance policies and client interactions. This position plays a crucial role in ensuring smooth operations within the account management team, focusing on customer service and policy management.

Responsibilities

• Issuance of certificates of Insurance, ID cards, and schedule of insurance.
• Assist in handling applications, endorsements, billing, and updating policies.
• Prepare proposals, policy summaries, and reviews.
• Process placement requests and invoicing.
• Liaise with the Accounting department on research and justification of premium charges.
• Handle or refer insured's and underwriter's questions.
• Perform other specific duties as directed by the Account Executive.
• Respond to service inquiries and process add/term requests.
• Provide assistance in managing the renewal process.
• Follow up with carriers to obtain outstanding information.
• Update internal reporting systems and internal databases as necessary.

Requirements

• A minimum of 2 years prior office experience.
• Good oral and written communication skills.
• Proficiency with Microsoft Office Suite.
• NY P&C License preferred.
• Familiarity with Epic software is a plus.

Benefits

• Health insurance