Assistant Account Executive
HUB International 49 reviews - Woodbury, NY

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Job Purpose

To assist account handlers in processing daily account activity. To provide technical support in accordance with company operating procedures.

Functions & Responsibilities

1. Maintaining account folders in accordance with internal Quality Control guidelines

2. Check policy coverages and endorsement on all new business and renewals for accuracy and relevance

3. Complete specs, prepare proposals, policy summaries and reviews

4. Process endorsements, placement requests and invoicing: Credit, Debit, Monthly reports

5. Review policies for accuracy and adequacy of coverage, including rating calculations

6. Liase with Accounting department on research and justification of premium charges as compared with endorsements and invoices

7. Handle or refer insured’s and underwriter’s questions

8. Perform other specific duties as directed by the Account Executive

9. Pursue a program of professional development

10. Begin studies for appropriate licenses


Detail oriented with good mathematical and communication skills

Ability to understand, analyze, and research different lines of insurance

Good typing skills and computer literacy

Ability to work within designated time frames

Good interpersonal skills

Required Skills Strong computer skills; Excel & Word a must

Required Experience Minimum five years brokerage experience

About this company
49 reviews
Hub International is an insurance broker that operates more than 340 offices in a decentralized regional hub-and-satellite-office structure....