Assistant Account Manager – Commercial Lines
| Company | HUB |
|---|---|
| Location | Fresno, CA, USA, San Francisco, CA, USA, Modesto, CA, USA, Sacramento, CA, USA, Ventura, CA, USA, Santa Barbara, CA, USA |
| Salary | $23 – $28 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior |
Requirements
- Must hold current Property & Causality License
- High School / GED
- 1-2 years insurance industry experience or equivalent combination of education & experience
Responsibilities
- Assists the Account Management team with all aspects of the account-service process.
- Responds to policy inquiries via phone and email. May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
- Responsible for service work as needed on a daily basis. Including but not limited to the following: certificates of insurance, policy changes and client payments.
- Participates in the renewal preparation process, including generating renewal updates on accounts.
- 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 our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
- Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
- Performs other duties and projects as assigned.
Preferred Qualifications
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
- Ability to effectively and professionally communicate orally and in writing with internal and external customers.
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
- Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
- Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
- Computer skills: proficiency with Microsoft Office Suite and Outlook.
- Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Desire to learn and grow within the insurance industry.