Account Administrator, Commercial Lines

HUB International • Tulsa, OK • 4d ago

Primary Role:

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 as needed

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

Attends industry related continuing education training and courses.

Follow HUB Broker Standards

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

Team Work - Supports all organizational departments in a collaborative effort for everyone 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 work with a team and adhere to deadlines

Qualification Requirements:

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

P&C License required or able to obtain within 120 days from hire

Physical Requirements:

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.

Other Requirements:

Must hold a valid Driver's License

Dependable transportation

Communication/Language Skills:

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 customers and teammates.

Bilingual in English and Spanish a big plus.

Math Skills:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability:

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.

Computer Skills:

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.

About Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

Join the HUB team!

Apply today!

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 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.

E-Verify Program (https://hubinternational.jobs/e-verify/)

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 recruiting team HUBRecruiting@hubinternational.com . 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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