Hub International Account Manager in Petaluma, California
Provides customer service to existing & new clients, including but not limited to quoting, endorsement changes, client follow-ups, phone calls, payment processing.
Obtaining renewal information and/or underwriting information
Assist in marketing/follow-up on business
Checking/reviewing policies for accuracy
Binding policies and completing associated paperwork
Inputting transactions to generate billing invoices
Ensuring that items are delivered to clients in a timely manner
Receiving phone calls from clients, brokers and companies
Processing Policy Change Endorsements
Working with exclusive established clients/brokers over time
Business Development for new programs
Perform other duties as assigned
Competencies to be expected within 6 months
Understand and follow Underwriting Guidelines for the Medispa, Seeds & Martial Arts Programs
Quoting new and renewal Program Business
Understand applications, marketing and related items to the assigned Programs
Ability to bind policies and endorsements in the system and complete schedules with no oversight
Know how to calculate State Taxes & understand State Disclosure Forms
Understanding of PPIB internal procedures
Additional Eligibility Qualifications
Property & Casualty License
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Department Account Management & Service
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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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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 hubinternational.com.