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    Personal Lines Assistant Account Manager - Charlotte, United States - HUB International

    HUB International
    HUB International Charlotte, United States

    3 weeks ago

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    Description

    ABOUT HUB INTERNATIONAL:


    HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

    With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.


    WHAT WE OFFER YOU:
    At HUB we believe in investing in the future of our employees.

    Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.


    We offer:
    Competitive salaries and benefits offerings

    Medical/dental/vision insurance and voluntary insurance options

    Health Savings Account funding

    401k matching program

    Company paid Life and Short-Term Disability Plans

    Supplemental Life and Long-Term Disability Options

    Comprehensive Wellness Program

    Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

    Great work/life balance, because that's important for all of us

    Focus on creating a meaningful environment through employee engagement events

    The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry

    Growth potential - HUB is constantly growing and so can your career

    A rewarding career that helps local businesses in the community

    Strong community support and involvement through HUB Gives


    SUMMARY:


    The Personal Lines Assistant Account Manager is responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.


    ESSENTIAL DUTIES AND RESPONSIBILITIES:
    Prepares, reviews, and processes all transactions, correspondence, and documents, for assigned accounts, including but not limited to the following:

    Applications

    marketing and rating new accounts

    billing

    policies

    endorsements

    invoices

    proposals for new and renewal accounts

    change requests

    evidences of insurance

    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 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

    Provide mailroom and switchboard support, when needed


    REQUIREMENTS:
    At least one year of insurance experience strongly preferred

    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 responsibility

    EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS

    Ability to obtain state insurance license P&C) within six months of employment

    Department Account Management & Service

    Required Experience: 1-2 years of relevant experience


    Required Travel:
    Negligible


    Required Education:
    High school or equivalent


    HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

    The EEO is the Law poster and its supplement is available here

    EEOAA Policy

    E-Verify Program

    We endeavor to make this website accessible to any and all users.

    If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

    Hi, we're HUB.

    In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.


    When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.


    And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

    About HUB International


    Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.

    From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

    For more information, please visit
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