Servicing Account Manager

HUB International Account Management & Service Position

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Summary of Responsibilities : Responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the company. Other responsibilities as assigned by Manager.

Specific Responsibilities :

• Coordinate the handling and servicing of assigned accounts with the Account Manager / Producers.
• Review and process change requests in the agency management system.
• Enter data as required by insurance company automation systems.
• Provide support to the Account Manager / Producer on pre-renewal processes.
• Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system computer input of each account.
• Prepare invoices, transmittals, ID cards, certificates of insurance, evidence as insurance binders and cancellation forms as required.
• Order loss runs as required.
• Maintain an accurate suspense system on all items that require a response.
• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
• Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.
• Conduct business in a manner that demonstrates an understanding of both the business and the earnings implications of the company.
• Help renewing bonds in the system as directed by the account manager.

Requested Skills & Qualities :

Required Experience : 1-2 years of relevant experience.

Required Travel : No Travel Required.

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. E-Verify Program.

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