Assistant Account Manager
Hub International Limited - Bothell, WA

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The Assistant Account Manager is responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.

  • Prepares invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
  • Reviews and processes change requests in the agency management system
  • Sets- up and maintains new and renewal client files
  • Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer
  • Provides quality customer service to clients, team members, and carriers
  • Reviews policies and endorsements for completeness and accuracy
  • Prepares policies for delivery to clients
  • Communicates with company personnel regarding the client’s needs and/or issues
  • Maintains an accurate suspense system on all items that require a response
  • Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
  • Maintains complete customer files
  • Responsible for scanning communications and documents
  • Input/maintain data on account management system and ancillary systems as required
  • Provides switchboard support, when needed
  • Other reasonable duties as assigned by your supervisor
  • Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including but not limited to:
    • applications
    • billing
    • policies
    • cerificate of insurance
    • endorsements
    • invoices
    • proposals for new and renewal accounts
    • change request
    • audits
    • annual reviews
    • cancellations

    Required Skills
  • At least two year of insurance experience strongly preferredExceptional customer service skills
  • Excellent organizational, interpersonal, communication skills
  • Proven ability of working in a successful team environment
  • Strong data entry skills
  • Ability to exercise independent judgment
  • Proficient in Microsoft Word, Excel, Outlook, and internet utilization
  • Applied Agency Management System experience preferred but not required
  • Required Experience High School Diploma required; Associates degree preferred

    Hub International Limited - 2 years ago - save job
    About this company
    32 reviews
    Hub International is an insurance broker that operates more than 340 offices in a decentralized regional hub-and-satellite-office structure....