Responsible for supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts in accordance with HUB's best practices, policies and standard procedures of the Company.
Responsibilities
Collaborates with Account Management Team on service strategies, aligning client's business needs and ensuring insurance objectives are met with highest service standards.
Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
Creates summaries of insurance on existing client accounts and templates for new and renewal business by excerpt of quoted coverages, exclusions and endorsement terms offered by carrier.
Obtain loss run data from carriers and assisting with developing and maintenance of loss analysis worksheets.
Client services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team.
Maintain various internal resources, staying apprised on industry news, trends, and trade publications for growth opportunities and to gain competitive edge for offering top tier HUB agency services.
Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
Other responsibilities as assigned by Manager/Team Leader.
Requirements
Related insurance support experience.
Producer's license or ability to obtain license within six months of hire.
Proficiency with Microsoft Office and automated agency management systems.
Excellent customer service and communication skills.
Ability to prioritize workload and execute tasks with focused attention to detail and sense of urgency.
Ability to problem solve and communicate outcomes to stakeholders.
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
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 lo
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offEquity / stock optionsPerformance bonus
Additional Information
Discover a Career That Empowers You - Join HUB International!
At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people.
Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team.
As one of the world's largest insurance brokers - and a proud Stevie Award-winning workplace - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.
Explore your future with HUB International. Let's grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - HUB is the place for you.
We are looking for an Assistant Account Manager to join our Commercial Lines team on a Hybrid work schedule.