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HUB International · 1 day ago

Assistant Account Manager, Commercial Lines

Fresno, CA

Full-time

Onsite

Entry Level

$25/hr - $30/hr

1+ years exp

HUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions. The Assistant Account Manager will support the Account Management team in servicing commercial lines accounts, ensuring client satisfaction and maintaining accurate account records.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Assists the Account Management team with all aspects of the account-service process

Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc

Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments

Participates in the renewal preparation process, including generating renewal updates on accounts

Assists with marketing clients to carriers

Assists with coordinating premium financing and the collection of premiums

Checks policies/endorsements and audits for accuracy

Prepares quotes and proposals

Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations

Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data

Performs other duties and projects as assigned

Qualification

Property & Casualty LicenseInsurance industry experienceMicrosoft Office SuiteCritical ThinkingCustomer serviceDesire to learnEffective communicationProblem-solvingOrganizational skills