Assistant Account Manager, Personal Lines

HUB International

Assistant Account Manager assisting Account Managers with servicing assigned accounts in insurance. Preparing invoices, maintaining client files, and providing quality customer service.

Posted 7/17/2026full-timeLake Oswego • Oregon • 🇺🇸 United StatesJunior💰 $25 - $29 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and customer service capabilities while managing client accounts and documentation. Proficient in data entry and communication, ensuring accuracy and efficiency in processing insurance-related transactions.

Highest-signal resume keywords

P & C Insurance Producer LicenseCustomer Service SkillsData Entry SkillsMicrosoft Word ProficiencyApplied EPIC Agency Management System Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Data EntryDocument PreparationPolicy ReviewChange Request ProcessingClient File Management

Soft Skills

Exceptional Customer ServiceOrganizational SkillsInterpersonal SkillsCommunication SkillsAttention to Detail

Tools & Technologies

Microsoft ExcelMicrosoft OutlookInternet Utilization

Certifications & Qualifications

P & C Insurance Producer License

Industry Keywords

Insurance ExperienceAccount ManagementClient CommunicationRenewal PreparationEndorsement Tracking

About the role

Key responsibilities & impact

Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
Review and process change requests in the system of record
Set-up and maintain new and renewal client files in the system of record
Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer
Provide quality customer service to clients, team members, and carriers
May review policies and endorsements for completeness and accuracy
Prepare policies for delivery to clients
Communicate with company personnel regarding the client’s needs and/or issues
Use system’s “activity” function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests
Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
Responsible for scanning communications and documents
Input/maintain data on account management system and ancillary systems as required
Prepare and coordinate all transactions, documents, and internal processing for assigned accounts
Other reasonable duties as assigned

Requirements

What you’ll need

One or more years of professional office experience preferred
High School or equivalent
P & C Insurance Producer License Required within 90 Days of Start
Applicable insurance experience preferred
Exceptional customer service skills
Excellent organizational, interpersonal, communication skills
Proven ability of working in a successful team environment
Strong data entry skills
Strong attention to detail
Proficient in Microsoft Word, Excel, Outlook, and internet utilization
Applied EPIC Agency Management System experience preferred but not required

Benefits

Comp & perks

health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
paid-time-off benefits
eligible bonuses