Assistant Account Manager, Commercial Lines

Posted Yesterday
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Fresno, CA, USA
In-Office
50K-60K Annually
Junior
Insurance
The Role
Provide account management and service support for commercial lines insurance clients: process policies and endorsements, issue certificates and ID cards, order MVRs and loss runs, update agency management system, handle billing and cancellation checks, and perform reception/back-up duties under direction of account managers.
Summary Generated by Built In

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

THE OPPORTUNITY:

HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions.

SUMMARY:

The Commercial Lines Assistant is responsible for providing all aspects of service support to commercial lines insurance customers.  The commercial lines assistant works under the direction of two to four account managers.  The account manager will delegate work assignments to the commercial lines assistant.  If needed, account servicing, additional training and problem-solving assistance will be provided by the account manager or department manager.

RESPONSIBILITIES:

  • Process policies: e-file/attach agent copy and process original copy for delivery to the insured – AM will proof policy
  • Issue Evidence and Certificates of Insurance
  • Process direct bill endorsements
  • Check on policy cancellation status with carriers/premium finance companies and report back to account manager
  • Order MVRs and update driver lists
  • Order loss runs
  • Order policy changes and update agency management system – when delegated to do so from account manager
  • Issue auto ID cards
  • Assist with back up receptionist duties including covering front desk phones, processing mail, scanning mail, routing faxes, as well as end of day kitchen duties
  • Miscellaneous duties to include:

    Printing, e-filing/attaching of on-line reports, policies, endorsements, and cancellation warnings.

    Various department housekeeping and all other work assignments delegated by the account manager or department manager

KNOWLEDGE AND ABILITIES REQUIRED:

To perform this job successfully, an individual must consistently demonstrate the following competencies:

  • Support and personally strive to follow DMIG’s stated Purpose, Values and Beliefs
  • Knowledge of the computer and associated programs: Epic agency management system, scanning software, various carriers’ on-line systems, Microsoft products
  • Understand and follow established DMIG/HUB procedures
  • Ability to perform basic math functions including addition, subtraction, multiplication, division, percentages and fractions
  • Ability to analyze work assignments and know when to ask for assistance in order to complete the assignments in a timely manner
  • Ability to respond promptly to customers’ needs, solicit customer feedback to improve service
  • Ability to speak clearly and persuasively in positive or negative situations, be an active listener, focus on solving conflict, maintain confidentiality
  • Prepare memos and professional form letters, write clearly, edit work for spelling and grammar, ability to read and interpret written information
  • Balance team and individual responsibilities, support team objectives, exhibit openness to the views of others, give and welcome feedback, when necessary, assist team on large projects to meet group work commitments
  • Perform all job requirements, consistently produce quality work, complete tasks accurately and on time, prioritize and plan work assignments, use time efficiently to meet productivity standards and commitments, take responsibility for own actions, be responsive to coaching from account manager and department manager
  • Strive to continuously pursue training and development opportunities to build knowledge and skills
  • Contribute to building a positive working environment, treat others with respect regardless of their position
  • Understand HUB Employee Handbook

MINIMUM JOB REQUIREMENTS:

  • High School Diploma: College degree is a plus
  • CA Property & Casualty Insurance License (or willing/able to obtain license within six months)
  • 1 or more years of related experience

WHAT YOU BRING TO THE TABLE:

If this describes you, then keep reading.

WHY CHOOSE HUB?

Throughout our network of more than 450 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.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at  http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $50,000 - $60,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  Apply online today!

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Skills Required

  • High School Diploma
  • College degree
  • CA Property & Casualty Insurance License or willingness to obtain within six months
  • 1 or more years of related experience
  • Knowledge of Epic agency management system
  • Experience with scanning software and carrier online systems
  • Proficiency with Microsoft products
  • Ability to perform basic math (addition, subtraction, multiplication, division, percentages, fractions)
  • Strong verbal and written communication skills, including professional correspondence
  • Ability to follow established procedures, prioritize tasks, and respond promptly to customer needs

HUB International Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.

  • Flexible Benefits Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
  • Healthcare Strength Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
  • Retirement Support A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.

HUB International Insights

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The Company
HQ: Chicago, IL
10,055 Employees
Year Founded: 1998

What We Do

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

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