Associate Account Manager - Waunakee, United States - HUB International

Mark Lane

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Mark Lane

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Description

Please note, this is a hybrid role reporting into our Waunakee or Waukesha, WI office 3 days per week and remote 2 days per week.

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.

Why Choose HUB?


Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success.

At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development _._ Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time.

Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.


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

Summary


HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry.

Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative solutions.


The Commercial Lines Associate Account Manager provides administrative and clerical support to the Commercial Channel through assisting the team in providing quality customer service.


In this role, you will:

Process lost policy release forms

Prepare Summaries of Insurance

Process endorsement requests and secure pricing from carrier if needed

Manage account documentation including ERM 14 forms; send documentation to insured and follow up to ensure it was received and submitted to the carrier

Maintain follow-up system with insurance carriers to ensure requests are processed timely

Furnish underwriters with additional information as requested

Enter Client information and policy detail into broker management system

Check policies for accuracy of information in comparison with the Insurance quote and Broker Management System

Request, process and document Audits and Endorsement requests

Assemble/process renewal documents

Complete renewal kits and marketing exhibits

Pursue a program for personal and professional development

Perform other specific duties and projects as assigned by management


What you offer us:

1-2 years experience in commercial insurance lines

Illinois property/casualty license appropriate to the position or be willing to sit for exam within 60 days of hire date

Well organized with an aptitude for details

Strong written and oral communication skills

Understand and analyze insurance coverages, forms, and policies

Work normally scheduled hours and additional time as needed

Basic knowledge of Microsoft Office required and EPIC preferred


What we offer you:

A rewarding job that helps local businesses in the community

Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)

A work/life balance because that is important for all of us

Learn from the expertise of your coworkers

Growth

  • HUB is growing, and so can your career
Be part of a motivated team


Attention to all recruitment agencies:
HUB International does not accept agency resumes. HUB International is not responsible for any fees related to unsolicited resumes.

Department Account Management & Service


Required Experience: 1-2 years of relevant experience

**Requi

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