Account Associate

HUB International • Dallas, TX • 2d ago

About HUB:

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

General Description (SUMMARY, Scope, Purpose):

The Personal Lines Account Associate is responsible for assisting Personal Lines Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.

Essential Duties & Responsibilities:

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Prepares invoices, transmittals, ID cards, binders and cancellation forms as required

Reviews and processes change requests in the agency management system and confirms completeness and accuracy

Sets- up and maintains new and renewal client files

Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager or Producer

Provides quality customer service to clients, team members, and carriers

Prepares policies for delivery to clients including generating proposals and annual reviews for renewals and new business

Communicates with company personnel regarding the client's needs and/or issues

Maintains an accurate suspense system on all items that require a response

Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.

Maintains complete customer files

Responsible for scanning communications and documents

Input/maintain data on account management system and ancillary systems as required

Provide mail room and switchboard support, when needed

Other reasonable duties as assigned by your supervisor and overall support of the Account Manager and Producer

Qualifications:

Insurance industry experience preferred

Property & Causality Insurance license required (or obtained within the first 90 days of employment).

Exceptional customer service skills

Excellent organizational, interpersonal, communication skills

Proven ability of working in a successful team environment

Strong data entry skills

Ability to exercise independent judgment

Proficient in Microsoft Word, Excel, Outlook, and internet utilization

Applied Agency Management System experience preferred but not required

Your Future with HUB:

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.

Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

Entrepreneurship: We encourage innovation and educated risk-taking.

Integrity: We do the right thing every time.

Teamwork: We work together to maximize results.

Accountability: We measure and take responsibility for outcomes.

Service: We serve customers, communities and colleagues

If you value what we value, and like the perks along the way - Apply TODAY !

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

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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