Account Manager
Kooner Fleet Management Solutions
Assistant Account Manager, Commercial Lines
HUB International
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $28 - $38 per hour
Job Level
Junior
About the role
- Provide support obtaining, maintaining, expanding, and servicing commercial lines accounts
- Assist with certificates of insurance, policy changes, gathering renewal information, and preparing client presentations
- Respond to policy inquiries via phone and email and field insured calls about coverage, changes, payments, cancellations
- Perform daily service work including certificates, policy changes, client payments
- Participate in renewal preparation and generate renewal updates
- Assist with marketing clients to carriers and coordinating premium financing and premium collection
- Check policies/endorsements and audits for accuracy; prepare quotes and proposals
- Maintain accurate and organized account files, document conversations, and update HUB systems
- Meet daily production standards, goals and service commitments; perform other duties as assigned
Requirements
- Must hold current Property & Causality License
- High School / GED (posting also lists Associate degree as required)
- 1-2 years insurance industry experience or equivalent combination of education & experience
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
- Ability to effectively and professionally communicate orally and in writing with internal and external customers
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
- Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and with optimal accuracy
- Ability to respond to customer needs, solicit customer feedback, and handle difficult or emotional customer situations promptly and accurately
- Proficiency with Microsoft Office Suite and Outlook
- Critical thinking and desire to learn and grow within the insurance industry
