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Assistant Account Executive Personal Lines

Assistant Account Executive Personal Lines

Rhode Island StaffingWarwick, RI, US
12 days ago
Job type
  • Full-time
Job description

Join Our Stevie Award Winning Team At HUB International

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 750 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

Job Purpose : Reporting to and working directly for the Vice President of our Personal Lines group. In this role, you'll support clients spanning from middle market to emerging wealth and up to high net worth segments. You'll assist the team by processing and updating client accounts, responding to inquiries, and contributing to the agency's service objectives.

Functions and Responsibilities

  • Handling all processing and correspondence for insurance renewals, endorsements, and cancellations
  • Processing policy change requests from Account Executives as well as directly from customers
  • Providing reports for processing new business and / or remarketing of accounts
  • Providing Account Executives with quotes on existing or new accounts as needed
  • Providing documentation to mortgage companies and lenders on behalf of clients
  • Issuing binders, insurance identification cards, evidence, and certificates of insurance as requested by Account Executives
  • Providing Account Executives with updated summaries of insurance
  • Performing accurate and thorough reviews of client coverage, exposure, and price, and communicating recommendations to the customer in a timely manner
  • Maintaining business relationships with customers, company representatives, underwriters, as well as HUB producers and employees

Qualifications / Requirements

  • High school degree or office work experience
  • Experience with an automated agency management system
  • Excellent organizational skills and strong attention to detail
  • Proven ability to manage multiple responsibilities in a deadline driven environment
  • Possesses the ability to multitask
  • Ability to work independently and collaboratively with a team
  • Excellent written and verbal communication skills
  • Proficient with Microsoft Office suite and EPIC preferred
  • Valid P&C license preferred or must be willing to obtain P&C license if not licensed
  • Department : Account Management & Service Required Experience : 1-2 years of relevant experience Required Travel : Negligible Required Education : Bachelor's degree (4-year degree)

    HUB International Limited is an equal opportunity 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.

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    Personal Lines Account Executive • Warwick, RI, US

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