Associate Account Manager
8 months ago
Employment Information
The Associate AM will provide professional, courteous service to our customers, producers, and company personnel. With a positive attitude, the Account Representative will provide a high level of support in obtaining, maintaining, expanding, and servicing our employee benefits accounts. The Associate AM will work with producers to maintain synergy among HUB corporate goals, carrier requirements, and the needs of our customers.
JOB DUTIES
Respond promptly and professionally to the service needs of our insureds.
Provide clerical and technical support to Producers to benefit clients and to reach agency's strategic business goals.
Assist producer in adding coverages to existing accounts.
Produce quote requests, spreadsheets and other related items while verifying their accuracy.
Maintain controls on renewals to ensure timely preparation and processing.
Prepare summaries of insurance and proposals as needed for account review.
Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer.
Refers current and prospective clients to other departments for solicitation of those lines of business.
Adhere to all Agency systems, procedures, and state regulations.
Communicate effectively orally and in writing.
Broad knowledge of insurance products and usages and ability to work independently.
Ability to utilize computer programs and understand functionality.
Oversee functions performed by Assistant CSSs.
Maintain required client filing.
QUALIFICATIONS
High School diploma, four years in insurance company or agency with at least three of those years in employee benefits.
Experience working with computers in Windows environment.
Strong MS Office skills, e.g., MS Word and MS Excel.
Good written and oral communication skills.
Above average mathematical skills.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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 athttp://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 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
JOB DUTIES
Respond promptly and professionally to the service needs of our insureds.
Provide clerical and technical support to Producers to benefit clients and to reach agency's strategic business goals.
Assist producer in adding coverages to existing accounts.
Produce quote requests, spreadsheets and other related items while verifying their accuracy.
Maintain controls on renewals to ensure timely preparation and processing.
Prepare summaries of insurance and proposals as needed for account review.
Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer.
Refers current and prospective clients to other departments for solicitation of those lines of business.
Adhere to all Agency systems, procedures, and state regulations.
Communicate effectively orally and in writing.
Broad knowledge of insurance products and usages and ability to work independently.
Ability to utilize computer programs and understand functionality.
Oversee functions performed by Assistant CSSs.
Maintain required client filing.
QUALIFICATIONS
High School diploma, four years in insurance company or agency with at least three of those years in employee benefits.
Experience working with computers in Windows environment.
Strong MS Office skills, e.g., MS Word and MS Excel.
Good written and oral communication skills.
Above average mathematical skills.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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 athttp://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 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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