Account Associate

About HUB

HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 18,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

General Description (SUMMARY, Scope, Purpose)

The Personal Lines Account Associate is responsible for assisting Personal Lines Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.

Essential Duties & Responsibilities

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

• Prepares invoices, transmittals, ID cards, binders and cancellation forms as required

• Reviews and processes change requests in the agency management system and confirms completeness and accuracy

• Sets- up and maintains new and renewal client files

• Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager or Producer

• Provides quality customer service to clients, team members, and carriers

• Prepares policies for delivery to clients including generating proposals and annual reviews for renewals and new business

• Communicates with company personnel regarding the client’s needs and/or issues

• Maintains an accurate suspense system on all items that require a response

• Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.

• Maintains complete customer files

• Responsible for scanning communications and documents

• Input/maintain data on account management system and ancillary systems as required

• Provide mail room and switchboard support, when needed

• Other reasonable duties as assigned by your supervisor and overall support of the Account Manager and Producer

Work Requirements

• Experience with MS Excel required

• Insurance industry experience preferred

• Exceptional customer service skills

• Excellent organizational, interpersonal, communication skills

• Proven ability of working in a successful team environment

• Strong data entry skills

• Ability to exercise independent judgment

• Proficient in Microsoft Word, Excel, Outlook, and internet utilization

• Applied Agency Management System experience preferred but not required

• Flexible Work-from-home scheduled if preferred.

Why Choose HUB?

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects o