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HUB Financial ServicesPosted 2 weeks ago

Assistant Account Manager

$42,515–$63,981 year

HybridWilmington, Massachusetts, United States

Full TimeLarge

Job Summary

Support Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts in accordance with HUB's best practices. Work closely with Account Managers and Client Executives on pre-renewal processes, capturing information and assembling complete renewal submissions. Collaborate on service strategies to align client business needs with insurance objectives, while updating agency management systems and maintaining policy accuracy for renewals, endorsements, and audits. Create summaries of insurance on existing accounts and develop templates for new business by excerpting coverages and exclusions. Obtain loss run data from carriers and assist with developing loss analysis worksheets. Client services may include updating Acord applications, preparing MA RMV forms, issuing evidence of property and certificates of liability, and monitoring emails for the account management team. Maintain internal resources and stay apprised on industry news and trends to gain a competitive edge for offering top-tier HUB agency services.

Required Qualifications

  • Less than 1 year of relevant experience
  • Producer's license or ability to obtain license within six months of hire
  • Proficiency with Microsoft Office and automated agency management systems
  • High school or equivalent
  • Negligible travel

Desired Qualifications

  • Related insurance support experience

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