The Associate Account Manager provides essential support to Account Executives and Account Managers through tasks such as proposal creation, policy review, and certificate issuance. They are responsible for maintaining agency systems, processing endorsements, and ensuring seamless operations within the team.
Requirements overview
Candidates should have a high school diploma or equivalent, with an associate or college degree preferred. At least one year of experience in the insurance industry and a Property and Casualty Insurance license are preferred.
Key skills
Commercial InsuranceRisk ManagementPolicy ReviewProposal CreationCertificate of InsuranceData EntryApplied Epic CRMMS OfficeCommunicationAttention to detailCustomer serviceInsurance documentation
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Hi, we’re HUB.
We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy.
So you’re ready for tomorrow.
About Hub International
Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
Finance & AccountingCustomer Service & SupportAdministrative
Description
About HUB International
HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 20,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.
Why Choose HUB?
Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
We are the perfect fit if you:
• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others
Associate Account Manager
The Associate Account Manager role requires an individual who is professional and courteous, and who displays drive, determination, pro-activity, and self-motivation. With a positive attitude, the Associate AM will provide support to Account Executives and Account Managers. The individual in this position is expected to be pursuing a career in insurance and the position of Account Manager.
JOB RESPONSIBILITIES
Support the Account Executives and Account Managers will include but is not limited to:
Proposal Creation
Policy Review
Online rating through Carrier platforms
Certificate of Insurance (review and issue)
Review holder contracts
Data Entry
Process MVRs as per established Agency guidelines
Process endorsements
Documentation Pull (Loss Runs, Policy Information, Endorsements, etc.)
Adhere to all Agency systems, procedures, and state regulations
Assume other job responsibilities as requested by supervisor
QUALIFICATIONS
High School diploma or equivalent; AA and/or college degree preferred
1-year experience in insurance company or agency preferred
Property and Casualty Insurance License preferred; or willing to obtain within 30 days of employment.
Demonstrated proficiency with computer systems, including but not limited to MS Office and Applied Epic CRM
Excellent written and oral communication skills
Ability to work in a positive team environment and collaborative culture
Ability to take direction and follow instructions effectively, while demonstrating initiative and attention to detail
Ability to work in a face paced, rapidly changing environment with flexibility, efficiency and organization
Broad knowledge of insurance products and usages and ability to work independently
Provides essential support to ensure seamless operations when team members are out of the office due to vacation, sick leave, or other absences
Hybrid work schedule; must be in office minimum of three days weekly at designed location.
LI-#MM
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.