Hub International Associate Account Manager in Waunakee, Wisconsin
About us: At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. 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. Our team is growing, and we are looking for a “people person” who is passionate about working with customers. If you like learning, helping clients, and working with a team, this is the right fit for you.
As the Commercial Lines Associate Account Manager, you are responsible for servicing and retaining commercial lines insurance clients. You are also responsible for providing support to Producers and/or Account Managers in obtaining, maintaining, and expanding business.
In this role, you will:
Process lost policy release forms;
transmit correspondence to insured and carriers Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request Handle all client inquiries generated from calls in a call center environment
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
Pursue a program for personal and professional development
Perform other specific duties and projects as assigned by management
Provide sales support when the sales assistant is out of the office; this includes providing quotations and entering policy information into EPIC Daily management the agency interface system (download) and ensure all transactions are matched so revenue is recorded accurately by month end
What you offer us:
1-2 years insurance experience 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’s 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.
Location: United States, Wisconsin, Waunakee
Required Education: Bachelor's degree (4-year degree)
Required Experience: 2-5 years
Required Travel: Negligible
Date published: 2-Jul-2018
Department: Account Management & Service
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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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