Associate Account Manager

Hub International - Kalamazoo, MI

Full-time - Entry Level

Kalamazoo, MI

10,001+ employees

Insurance Carriers and Related Activities

About the position

The Associate Account Manager - Commercial Lines at HUB International is responsible for providing administrative and clerical support to the Commercial Channel. This role involves customer service, maintaining client records, and assisting with special projects as assigned. The position aims to empower clients by protecting their businesses and individuals through tailored risk management solutions.

Responsibilities

• Coordinate the servicing of assigned accounts with the Account Manager
• Enter data as required by insurance company automation systems
• Provide support to the Account Manager on pre-renewal processes
• Handle correspondence and the clerical processing of accounts including applications and computer input of each account
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
• Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
• Review and process change requests in the agency management system
• Check policies and endorsements for completeness and accuracy. Prepare policies for policy check and delivery to clients
• Maintain an accurate suspense system on all items that require a response
• Responsible for scanning/electronic filing of communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Other responsibilities as assigned by Account Manager

Requirements

• 2 years of insurance background or work in a professional office environment
• Intermediate skill level with Microsoft Office Products (Outlook, Word, Excel etc.)
• Ability to organize large volumes of information and set priorities
• Aptitude for details with consistency in follow-up
• Ability & desire to take ownership of role expectations with accountability to internal and external clients
• Intermediate insurance knowledge with proven ability to apply same to your daily work
• Strong verbal and written communication skills

Benefits

• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Pet Insurance
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day Dress-Code
• Service Awards