Hub International Commercial Assistant Account Manager in Bothell, Washington
Commercial Assistant Account Manager
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. This position is in our Construction department assisting an account manager on their book of business.
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 in EPIC/CSR24
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.
Responsible for scanning communications and documents
May provide switchboard support, when needed
Input/maintain data on account management system and ancillary systems as required
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:
certificates of insurance
proposals for new and renewal accounts
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.
Exceptional 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 (Epic) experience preferred but not required
Current P&C License required
At least two years of insurance experience
High School Diploma
Associates degree preferred
Location: United States, Washington, Bothell
Required Education: High school or equivalent
Required Experience: 2-5 years
Required Travel: No travel required
Date published: 4-May-2017
Department: Account Management & Service
Job Type: Full-time
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.