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HUB International

Global insurance brokerage and risk management

Assistant Account Manager - Commercial Lines

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeVisalia, CA, USA$21 - $25 /hrIn-person

About the Job

Requirements

  • High school diploma or GED.
  • One to two years of insurance industry experience, or an equivalent combination of education and experience.
  • A Property and Casualty license is required within the first six months.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
  • Ability to communicate professionally and effectively, orally and in writing, with internal and external customers.
  • Ability to gather pertinent information and facts efficiently, analyze problems, and solve them in a timely and thorough manner.
  • Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and accurately.
  • Ability to respond to customer needs, solicit feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
  • Proficiency with Microsoft Office Suite and Outlook.
  • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • The position requires remaining stationary for most of the workday, communicating and exchanging accurate information with colleagues and clients in person and by telephone, operating office productivity machinery, and occasionally moving around the office to access files and equipment.

Responsibilities

  • Support the Account Management team in all aspects of the account-service process.
  • Respond to policy inquiries by phone and email, including questions from insureds about coverage, changes, additions, payments, and cancellations.
  • Complete daily service work, including certificates of insurance, policy changes, and client payments.
  • Participate in renewal preparation, including generating account renewal updates.
  • Assist with marketing clients to carriers.
  • Coordinate premium financing and premium collection.
  • Check policies and endorsements and audit them for accuracy.
  • Prepare quotes and proposals.
  • Provide professional and courteous service to clients, carrier representatives, underwriters, business partners, and colleagues to meet or exceed account-retention expectations.
  • Maintain organized and accurate account files by documenting conversations with clients and carrier representatives, updating HUB and agency management systems, and ensuring data accuracy.
  • Perform other assigned duties and projects.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

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

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