Account Administrator, Commercial Lines

Primary Role: 

As an entry level Commercial Lines Account Administrator, you will be responsible for assisting Account Managers, Account Executives and Risk Consultants with the servicing of assigned Healthcare accounts in accordance with the practices, policies, and procedures of the Company. 

Duties and 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 

• Process certificate of insurance requests as needed 

• Help track cancellation/reinstatement system for accounts 

• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose 

• Conduct business from a professional standpoint and willingness to learn 

• Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required. 

• Review and process change requests in the broker management system 

• 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 or Account Executive  

• Attends industry related continuing education training and courses. 

• Follow HUB Broker Standards 

Key Competencies: 

To perform the job successfully, an individual should demonstrate the following competencies: 

• Team Work – Supports all organizational departments in a collaborative effort for everyone to succeed.    

• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.  

• Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.  

• Quality Management – Demonstrates attention to detail.  

• Project Management – Ability to work with a team and adhere to deadlines  

Qualification Requirements: 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.