Assisting Account Managers and Producers with servicing assigned accounts
Prepares, reviews, and processes all transactions, correspondence, and documents, for assigned accounts
Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager and/or Producer
Provides quality customer service to clients, team members, and carriers
Communicates with company personnel regarding the client’s needs and/or issues
Maintains an accurate suspense system on all items that require a response
Navigates and utilizes carrier websites to obtain documents and/or information as needed
May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
Responsible for scanning communications and documents
Input/maintain data on account management system and ancillary systems as required
Provide mailroom and switchboard support, when needed

At least one year of insurance experience strongly preferred
Exceptional written and verbal communication skills
Superior customer service and problem solving skills.
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
Detail-oriented self-starter
Ability to work in a team environment
Significant skill in handling competing demands and projects
Excellent organizational skills and ability to prioritize and delegate responsibility
Ability to obtain state insurance license (P&C) within 90 days of employment

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package
Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential
HUB is constantly growing and so can your career!

Personal Lines Assistant Account Manager

Key skills