- Coordinate the handling and servicing of assigned accounts and provide support to assigned Account Managers and Producers.
- Work with one or more Assistant Account Managers to grow and develop delegation skills.
- Participate in additional trainings as directed by Manager.
- Create and/or maintain coverage proposals, Schedules of Insurance, and Statement of Values.
- Process certificate of insurance requests. Work with account team and lenders to make sure certificates are issued in accordance with financing agreements.
- Process premium financing quotations.
- Request and follow up with insurance carriers on policy changes/endorsements as directed by the Account Manager or Producer.
- Review policies and endorsements for accuracy and draft transmittal letters or e-mails as requested.
- Renew and maintain policies within agency management system, and update system with requested changes in coverage or exposure.
- Invoice premium transactions as directed.
- Obtain and provide loss reports from insurance carriers as requested.
- Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system input of each account.
- Other responsibilities as assigned by Manager.
- Related experience with commercial insurance.
- P&C Producer's license.
- Experience with Microsoft Office products.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
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Associate Account Manager - Portland, United States - HUB International
Description
About HUBJoin our Stevie Award Winning Team at HUB International
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees.As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices.
Our structure enables our teams to maintain their own unique, regional culture.We currently have an opportunity for an Associate Account Manager .
The selected employee will be responsible for servicing an assigned book of commercial business while mentoring under and assisting Account Managers and Producers with the workflow and servicing of multi-line accounts, in accordance with the practices, policies and procedures of the Company.
SPECIFIC RESPONSIBILITIES:
QUALIFICATIONS:
Required Experience: 2-5 years of relevant experience
Required Travel:
No Travel Required
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.
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.
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