HUB International · 2 months ago
Associate Account Manager - Commercial Lines
Middleton, WI
Full-time
Onsite
Entry Level
1+ years expHUB International is one of the world’s largest insurance brokers, dedicated to providing tailored insurance solutions. The Commercial Lines Associate Account Manager plays a vital role in supporting the team with administrative tasks, ensuring quality customer service and effective account management.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Prepare renewal solicitations and/or exposure workbooks
Prepare submissions in collaboration with the Marketing Coordinator, Account Manager, and/or Account Executive
Prepare applications, including carrier and Acord applications
Prepare and process subjectivities
Update market summary and/or Epic
Prepare draft proposals
Renew policies in Epic
Invoicing activities
First review of returned policy checking
Prepare Summary of Insurance
Prepare audit summaries and dividend summaries, if applicable
Request and process change requests, including obtaining pricing from carrier where appropriate
Process lost policy release forms
Manage account documentation; includes sending update requests to client, follow up to ensure receipt, update our records, submit updates to carriers. Maintain follow-up system with insurance carriers to ensure requests are processed timely
Furnish underwriters with additional information as requested
Provide support when the Account Manager or Account Executive is out of the office; this includes providing quotations and answering routine policy inquiries
Enter Client information and policy detail into broker management system or delegate when applicable
Pursue a program for personal and professional development
Perform other specific duties and projects as assigned by management
Qualification
Required
1-2 years of commercial lines insurance experience
Property and Casualty producer's license
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
Bachelor's degree (4-year degree)
Preferred
Basic knowledge of Microsoft Office required and EPIC preferred
Benefits
Medical/dental/vision/life insurance
401k matching program
Health Savings Account funding
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
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase