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

Requirements

• High School / GED
• 1-2 years insurance industry experience or equivalent combination of education & experience
• Property & Causality License required within first 6 months

Preferred

• Desire to learn and grow within the insurance industry.

Benefits

• HUB offers competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time.
• HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.