Assistant Account Manager, Commercial Lines at HUB… · Modesto

Summary: HUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions. The Assistant Account Manager plays a key role in supporting clients and servicing commercial lines accounts, including handling policy inquiries and assisting with account management tasks. Responsibilities: - Assists the Account Management team with all aspects of the account-service process - Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc - Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments - Participates in the renewal preparation process, including generating renewal updates on accounts - Assists with marketing clients to carriers - Assists with coordinating premium financing and the collection of premiums - Checks policies/endorsements and audits for accuracy - Prepares quotes and proposals - Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations - Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data - Performs other duties and projects as assigned Required Qualifications: - High School / GED - 1-2 years insurance industry experience or equivalent combination of education & experience - Property & Causality License required - Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages - Ability to effectively and professionally communicate orally and in writing with internal and external customers - Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly - Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy - Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately - Computer skills: proficiency with Microsoft Office Suite and Outlook - Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems - Desire to learn and grow within the insurance industry Required Skills: Commercial Insurance, Policy Administration, Certificate of Insurance Issuance, Premium Financing Coordination, Microsoft Office Suite, Outlook, Property & Casualty License Benefits: Health/dental/vision/life/disability insurance, FSA, HSA, 401(k) accounts, Paid-time-off benefits, Eligible bonuses, Equity and commissions for some positions