Commercial Lines Assistant Account Manager

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
  1. Prepares invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
  2. Reviews and processes change requests in the agency management system
  3. Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer
  4. Provides quality customer service to clients, team members, and carriers
  5. Reviews policies and endorsements for completeness and accuracy
  6. Prepares policies for delivery to clients
  7. Communicates with company personnel regarding the client's needs and/or issues
  8. Maintains an accurate suspense system on all items that require a response
  9. Responds to customer inquiries
  10. Online quoting
  11. Orders Marshall Swift and other insurance underwriting reports
  12. Responsible for scanning communications and documents
  13. Input/maintain data on account management system and ancillary systems as required
  14. Provide mailroom and switchboard support, when needed
  15. 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
  1. At least one year of insurance experience strongly preferred
  2. Exceptional customer service skills
  3. Excellent organizational, interpersonal, communication skills
  4. Proven ability of working in a successful team environment
  5. Strong data entry skills
  6. Ability to exercise independent judgment
  7. Proficient in Microsoft Word, Excel, Outlook, and internet utilization
  8. 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

Location: United States, Florida, Clearwater

Location: United States, Florida, Tampa

Required Education: Associate degree (2-year degree)

Required Experience: 2-5 years

Required Travel: Negligible

Date published: 2-May-2018

Department: Account Management & Service

Ref#: 88361_20180511

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.


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