1-3 years of experience
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Employment Type:
Full time
Job Category:
Commercial Lines Assistant Account Manager
(This job is no longer available)
HUB International | Tampa, FL
Grad Date

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Job Description

General Description

The Assistant Account Manager is responsible for assisting Account Executives, Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.

Essential Duties and Responsibilities

1. Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including but not limited to:

* Applications

* Invoicing

* Policies

* Certificates of Insurance & Evidence of Property Insurance

* Endorsements

* Proposals for Renewal Accounts

* Change Requests

* Audits

* Annual Review Preparation

* Cancellations

* Loss Runs- On Demand and Scheduled

* Prepare Premium Allocation Spreadsheets

2. Prepares invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required

3. Reviews and processes change requests in the agency management system

4. Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer

5. Provides quality customer service to clients, team members, and carriers

6. Reviews policies and endorsements for completeness and accuracy

7. Prepares policies for delivery to clients

8. Communicates with company personnel regarding the client's needs and/or issues

9. Maintains an accurate suspense system on all items that require a response

10. Responds to customer inquiries

11. Online quoting

12. Orders Marshall Swift and other insurance underwriting reports

13. Responsible for scanning communications and documents

14. Input/maintain data on account management system and ancillary systems as required

15. Provide mailroom and switchboard support, when needed

16. Other reasonable duties as assigned by your supervisor

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Work Experience Requirements

* At least one year of insurance experience strongly preferred

* Exceptional customer service skills

* Excellent organizational, interpersonal, communication skills

* Proven ability of working in a successful team environment

* Strong data entry skills

* Ability to exercise independent judgment

* Proficient in Microsoft Word, Excel, Outlook, and internet utilization

* EPIC Agency Management System experience preferred but not required

Education Requirements

High School Diploma required; Associates degree preferred

Licensing Requirements

FL P&C License 220

About HUB International

Headquartered in Chicago, IL, Hub International Limited is a leading North American insurance brokerage that provides a broad array of property and casualty, reinsurance, life and health, employee benefits, investment and risk management products and services through offices located in the United States and Canada. For more information, visit www.hubinternational.com.