Full-Time

Assistant Account Manager

Commercial Lines

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Compensation Overview

$16.15 - $28.84Hourly

Junior

Riverside, CA, USA

This is a hybrid or full-time in-office opportunity.

Category
Customer Success Management
Sales & Account Management
Requirements
  • Hold a high school diploma/GED (college degree strongly preferred)
  • Have at least 1-2 years of related commercial insurance experience
  • Are currently licensed in good standing
  • Have the confidence and demeanor to effectively interact with all levels within the organization
  • Are computer literate - Microsoft Office Suite and Outlook
Responsibilities
  • Prepare and/or issue documents per customer or service team member requests (e.g., certificates, auto ID cards, Evidence of Insurance)
  • Ensure service items are completed to resolution (e.g., policy changes, cancellations, reinstatements, loss runs)
  • Check policy documents
  • Mail client documentation
  • Assist in preparation of client presentation documents (submissions, proposals)
  • Provide quoting support and order underwriting support documents (e.g., motor vehicle reports, property detail reports, etc.)
  • Ensure broker management system is updated with detail and documentation (policy documents, emails, mail attachments)
  • Respond to inquiries (e.g., accounting, billing, service)
  • Process non-complex policy changes
  • Support download process
  • Policy document retrieval from carrier websites
  • May perform a triage role on behalf of the team: review incoming requests and assign to individual queues based on priority and skill level of associate

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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