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HUB

Global insurance brokerage with risk management

Account Administrator - Commercial Lines

Insurance Sales & AgencyPosted on Nov 13
Full-timeTulsa, OK, USANo salary listed

About the Job

Requirements

  • Three years of administrator-related work experience is required; insurance industry experience is preferred.
  • A high school diploma or equivalent is required.
  • A Property and Casualty license is required or must be obtained within 60 days of hire.
  • A valid driver's license and dependable transportation are required.
  • The role requires the ability to read and interpret documents, write routine reports and correspondence, and speak effectively with customers and teammates.
  • The role requires the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals.
  • The role requires the ability to define problems, collect data, establish facts, draw valid conclusions, interpret technical instructions in mathematical or diagram form, and handle abstract and concrete variables.
  • Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, and familiarity with working in the EPIC broker management system are required.
  • The role requires the ability to perform essential duties, including frequent standing, walking, sitting, and handling objects, and occasional lifting or moving of up to 25 pounds; close and distance vision are required.

Responsibilities

  • Coordinate servicing of assigned accounts with the Account Manager.
  • Enter data into insurance company automation systems as required.
  • Support the Account Manager with pre-renewal processes.
  • Handle account correspondence and clerical processing, including applications and computer input.
  • Process certificates of insurance requests as needed.
  • Help track cancellations and reinstatements for commercial accounts.
  • Develop familiarity with forms and paperwork, including their intent and purpose.
  • Prepare invoices, transmittals, identification cards, certificates of insurance, binders, and cancellation forms as required.
  • Review and process change requests in the broker management system.
  • Prepare policies for policy checking and delivery to clients.
  • Maintain an accurate suspense system for items requiring a response.
  • Scan and electronically file communications and documents.
  • Input and maintain data in account management and ancillary systems as required.
  • Attend industry-related continuing education training and courses.
  • Follow HUB Broker Standards.
  • Perform other responsibilities as assigned by the Account Manager.
  • Travel by car as needed to meet clients and attend outside events.

Desired Qualifications

  • A bachelor's degree is preferred.
  • Insurance industry experience is preferred.
  • Bilingual ability in English and Spanish is a plus.

About the Company

HUB

Global insurance brokerage with risk management

HUB International is a global insurance broker offering property and casualty, life and health, employee benefits, investment, and risk management services. It works through a decentralized network of local North American offices and grows by acquiring smaller brokerages to expand reach, delivering tailored insurance and advisory solutions. Its size and distributed structure combine local market knowledge with global resources to serve individuals, families, and businesses across industries like construction and healthcare. The goal is to help clients manage risk, protect assets, and achieve financial stability through comprehensive, integrated insurance and risk management services.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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