Account Administrator, Commercial Lines Tulsa, OK
As an entry level Commercial Lines Account Administrator, you will be responsible for assisting Account Managers, Account Executives and Risk Consultants with the servicing of assigned Commercial Lines accounts in accordance with the practices, policies, and procedures of the Company.
Duties and Responsibilities:
Coordinate the servicing of assigned accounts with the Account Manager
Enter data as required by insurance company automation systems
Provide support to the Account Manager on pre-renewal processes
Handle correspondence and the clerical processing of accounts including applications and computer input of each account
Process certificate of insurance requests
Help track cancellation/reinstatement system for commercial accounts
Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose
Conduct business from a professional standpoint and willingness to learn
Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required.
Review and process change requests in the broker management system
Prepare policies for policy check and delivery to clients
Maintain an accurate suspense system on all items that require a response
Responsible for scanning/electronic filing of communications and documents
Input/maintain data on account management system and ancillary systems as required
Other responsibilities as assigned by Account Manager
Follow HUB Broker Standards
To perform the job successfully, an individual should demonstrate the following competencies:
Team Work – Supports everyone's efforts to succeed.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Quality Management – Demonstrates attention to detail.
Project Management – Ability to lead a team and adhere to deadlines
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Experience and Education
3 Years of administrator related work experience (Insurance Industry experience preferred)
High School diploma or equivalent
Bachelor’s degree preferred
Active Property & Casualty license (MO) or must obtain within 120 days of employment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.
Must hold a valid Driver’s License
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively with customers and teammates.
Bilingual in English and Spanish a big plus.
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
- To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.
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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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 (844) 300-9193 orUSRecruiting@hubinternational.com. 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 hubinternational.com.