Commercial Lines Associate Account Manager

Posted 28 Days Ago
Be an Early Applicant
Waukesha, WI, USA
In-Office
Junior
Insurance
The Role
Provides administrative and clerical support for commercial insurance accounts. Responsibilities include processing endorsements, audits, renewals, policy releases, documentation, and insurance summaries; coordinating with carriers and underwriters; entering and verifying client and policy information; and following up on requests. The role also supports customer service, renewal preparation, marketing exhibits, and ongoing professional development.
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 world’s 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. 

  

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: 

  • are seeking a progressive work environment at a rapidly growing organization 

  • 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 of our business 

  • believe in integrity and building success by developing relationships with others 

 
Summary 

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. 

The Commercial Lines Associate Account Manager provides administrative and clerical support to the Commercial Channel through assisting the team in providing quality customer service. 

In this role, you will:   

  • Process lost policy release forms 

  • Prepare Summaries of Insurance 

  • Process endorsement requests and secure pricing from carrier if needed  

  • Manage account documentation including ERM 14 forms; send documentation to insured and follow up to ensure it was received and submitted to the carrier  

  • Maintain follow-up system with insurance carriers to ensure requests are processed timely  

  • Furnish underwriters with additional information as requested  

  • Enter Client information and policy detail into broker management system 

  • Check policies for accuracy of information in comparison with the Insurance quote and Broker Management System 

  • Request, process and document Audits and Endorsement requests 

  • Assemble/process renewal documents 

  • Complete renewal kits and marketing exhibits 

  • Pursue a program for personal and professional development  

  • Perform other specific duties and projects as assigned by management 

What you offer us:    

  • 1-2 years insurance experience

  • Wisconsin property/casualty license required

  • Well organized with an aptitude for details  

  • Strong written and oral communication skills  

  • Understand and analyze insurance coverages, forms, and policies  

  • Work normally scheduled hours and additional time as needed  

  • Basic knowledge of Microsoft Office required and EPIC preferred      

What we offer you:    

  • A rewarding job that helps local businesses in the community  

  • Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options  

  • Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)  

  • A work/life balance because that is important for all of us  

  • Learn from the expertise of your coworkers  

  • Growth- HUB is growing, and so can your career  

  • Be part of a motivated team 

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.


Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.


E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

Skills Required

  • 1–2 years of insurance experience
  • Illinois property and casualty insurance license, or willingness to take the exam within 60 days of hire
  • High school diploma or equivalent
  • Strong written and oral communication skills
  • Well organized with strong attention to detail
  • Ability to understand and analyze insurance coverages, forms, and policies
  • Basic knowledge of Microsoft Office
  • Ability to work scheduled hours and additional time as needed
  • Knowledge of EPIC

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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