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HUB International · 3 weeks ago

Personal Lines Account Manager Assistant

Paducah, KY

Full-time

Hybrid

Entry Level

1+ years exp

HUB International is one of the largest global insurance and employee benefits brokers, providing a wide range of services. The Personal Lines Account Manager Assistant is responsible for delivering excellent customer service by assisting Account Managers with daily account management tasks and ensuring client retention goals are met.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Processes cancellations, endorsements, reinstatements

Performs policy upload and issuance at direction of Account Manager

Supports the Account Manager in preparing the submission in order to deliver to the carriers

Prepares policy summaries and policy identification cards for client

Processes manual invoices as required

Update information in Agency Management System

Reviews Policy Checklist for completion on Renewals and New Business

Performs the process for cancellations, endorsements, rewrites, and reinstatements for existing clients as warranted and guided by Account Manager

Responds to customer inquiries as needed primarily clients within Service Centers

Keeps the data management system up to date with current information as well as submission tracking

Sends schedules and applications to insureds for completion and issues policies to clients

Follow the agency workflows and procedures to avoid Errors and Omissions

Qualification

Active P & C licenseMicrosoft OfficeEPICAccount Management SystemsCustomer service skillsProblem-solving skillsTeamworkWritten communicationVerbal communication