Full-Time

Commercial Lines Account Manager

Posted on 12/17/2024

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

Junior

Charlotte, NC, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
PowerPoint/Keynote/Slides
Requirements
  • At least one year of insurance experience strongly preferred
  • High School diploma or equivalent
  • Ability to obtain state insurance license P&C within 90 days of employment
  • Exceptional written and verbal communication skills
  • Superior customer service and problem-solving skills.
  • Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
  • Detail-oriented self-starter
  • Ability to work in a team environment
  • Significant skill in handling competing demands and projects
  • Excellent organizational skills and ability to prioritize and delegate responsibilities
Responsibilities
  • Prepares, reviews, and processes all transactions, correspondence, and documents, for assigned accounts, including but not limited to the following: applications, billing, policies, certificates and evidences of insurance, endorsements, invoices, proposals for new and renewal accounts, change requests, audits, annual reviews, binders, cancellations, setting up new/renewal client electronic files
  • Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager and/or Producer
  • Provides quality customer service to clients, team members, and carriers
  • Communicates with company personnel regarding the client’s needs and/or issues
  • Maintains an accurate suspense system on all items that require a response
  • Navigates and utilizes carrier websites to obtain documents and/or information as needed
  • May fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
  • Responsible for scanning communications and documents
  • Input/maintain data on account management system and ancillary systems as required
  • Provide mailroom and switchboard support, when needed
  • Other reasonable duties as assigned by your supervisor

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for cyber insurance boosts Hub's market opportunities.
  • Embedded insurance solutions offer seamless integration with financial products.
  • Digital platforms expand Hub's reach to tech-savvy consumers.

What critics are saying

  • Rapid acquisitions may lead to integration challenges and cultural clashes.
  • Rising premiums could push clients towards alternative insurance solutions.
  • Technological challenges may delay benefits from Insuritas acquisition.

What makes HUB unique

  • Hub's acquisition strategy strengthens its market position and service offerings.
  • VIU by Hub enhances digital insurance solutions for financial institutions.
  • Hub's focus on personalized insurance caters to affluent clients' evolving needs.

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