Assistant Account Manager, Commercial Lines

The Assistant Account Manager provides support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information, preparing client presentations, general account assistance, and other special projects.

Requirements

• Assists the Account Management team with all aspects of the account-service process
• Responds to policy inquiries via phone and email
• Responsible for service work as needed on a daily basis
• Participates in the renewal preparation process
• Assists with marketing clients to carriers
• Assists with coordinating premium financing and the collection of premiums
• Checks policies/endorsements and audits for accuracy
• Prepares quotes and proposals
• Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
• Maintains accurate and organized account files
• Performs other duties and projects as assigned

Benefits

• Comprehensive benefit package
• 401(k) account
• Paid-time-off benefits
• Eligible bonuses
• Equity and commissions for some positions