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Commercial Lines Associate Account Manager

March 29, 2025March 29, 2025

Commercial Lines Associate Account Manager

CompanyHUB
LocationChicago, IL, USA
Salary$55000 – $95000
TypeFull-Time
Degrees
Experience LevelJunior

Requirements

  • 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

Responsibilities

  • Process lost policy release forms
  • Prepare Summaries of Insurance
  • Process endorsement requests and secure pricing from carrier if needed
  • Manage account documentation including ERM 14 forms; send documentation to insure 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
  • Enter Client information and policy detail into broker management system
  • Check policies for accuracy of information in comparison with the Insurance quote and Broker Management System
  • Request, process, and document Audits and Endorsement requests
  • Assemble/process renewal documents
  • Complete renewal kits and marketing exhibits
  • Pursue a program for personal and professional development
  • Perform other specific duties and projects as assigned by management

Preferred Qualifications

  • Self-starter willing to invest time and energy to learn the technical aspects of our business
  • Desire to help others protect their future
  • Focused on learning and development to enhance industry knowledge and expertise
  • Entrepreneurial spirit and challenged by the opportunity to grow the business


TaggedCustomer SuccessFinance & Operations & StrategyHUBJuniorSales & Account Management

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