ABOUT HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WE ARE THE PERFECT FIT IF YOU:

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others

HERE’S WHERE YOU COME IN:

We are currently seeking an Associate Account Manager to join our growing Commercial Insurance team. You’ll be assisting the account managers with preparing invoices, reviewing, and processing endorsements, policy checking and issuing binders and ID cards. Other tasks include:

• Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
• Review and process change requests in the system of record
• Set-up and maintain new and renewal client files in the system of record
• Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Producer
• Provide quality customer service to clients, team members, and carriers
• May review policies and endorsements for completeness and accuracy
• Prepare policies for delivery to clients
• Communicate with company personnel regarding the client’s needs and/or issues
• Use system’s “activity” function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests
• Field 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
• Prepare and coordinate all transactions, documents, and internal processing for assigned accounts

• Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
• Review and process change requests in the system of record
• Set-up and maintain new and renewal client files in the system of record
• Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Producer
• Provide quality customer service to clients, team members, and carriers
• May review policies and endorsements for completeness and accuracy
• Prepare policies for delivery to clients
• Communicate with company personnel regarding the client’s needs and/or issues
• Use system’s “activity” function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests
• Field 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
• Prepare and coordinate all transactions, documents, and internal processing for assigned account