Hub International Commercial Assistant Account Manager in Bothell, Washington

Commercial Assistant Account Manager

Location:United States, Washington, Bothell

Required Education:High school or equivalent

Required Experience:2-5 years

Required Travel:No travel required

Date published:18-Oct-2016

Department:Account Management & Service

Job Type:Full-time


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 two account managers on their books 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:

  • Applications

  • billing

  • policies

  • certificates of insurance

  • endorsements

  • invoices

  • proposals for new and renewal accounts

  • change request

  • endorsements

  • audits

  • annual reviews

  • cancellations

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.

Required Skills

  • 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

Required Experience

  • 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