Personal Lines Assistant Account Manager – First Call Resolution

HUB International

Assistant Account Manager supporting customer service delivery for HUB International's clients. Handling billing inquiries and processing client requests in a hybrid work environment.

Posted 4/28/2026full-timeMooresville • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact

Supports the delivery of excellent customer service to clients regarding insurance, billing, and administrative questions
Focuses on processing client requests, handling routine service tasks, and escalating complex or at-risk situations to the Team Lead or Producer
Professionally answers phones and handles callbacks in a timely manner
Receives incoming calls from customers regarding billing questions, basic policy inquiries, endorsement requests, and other routine service needs
Acts as a triage point, connecting clients with the appropriate party – sales, retention, Team Lead, or other departments – when matters fall outside the scope of this role
Processes client endorsement requests following agency standards and procedures
Escalates coverage recommendation questions or complex changes to the Team Lead or Producer
Develops and maintains relationships with agency clientele to ensure service needs are met while adhering to agency standards and procedures
Provides consistent, accurate, and timely communication to clients through verbal and written correspondence
Assists with educating clients on basic property and casualty insurance questions, referring more complex coverage consultations to the Team Lead or Producer
Identifies and refers cross-sell, upsell, and referral opportunities to the appropriate team members
Reduces E&O exposure by adhering to agency standards for EPIC activity codes, descriptions, and documentation
Utilizes the processing team and carrier service centers based on agency procedural standards
Takes initial claims information from clients and routes to the appropriate carrier claims department
Escalates complex claims situations to the Team Lead
Communicates regularly with the Team Lead on at-risk accounts for escalation and proper resolution
Performs other duties as assigned by leadership
Maintains active insurance license and actively participates in department meetings

Requirements

What you’ll need

High school diploma required
Previous experience in a customer service role preferred
Previous experience in financial services, banking, or insurance is a plus but not required
Valid Property/Casualty insurance license required (or ability to obtain within 90 days of hire)

Benefits

Comp & perks

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer servicebilling processingpolicy inquiriesendorsement processingclaims processingE&O exposure reductioncross-sellingupsellingdocumentationcommunication

Soft Skills

relationship buildingtimelinessprofessionalismproblem-solvingescalation managementteam collaborationverbal communicationwritten communicationattention to detailadaptability

Certifications

Property/Casualty insurance license