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Associate Account Manager – Commercial Insurance
HUB International. Support Account Executives and Account Managers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in insurance processes, including proposal creation, policy review, and data entry, while adhering to agency guidelines and state regulations. Possesses strong communication skills and the ability to work collaboratively in a fast-paced environment.
Highest-signal resume keywords
Property And Casualty Insurance LicenseMS Office ProficiencyApplied Epic CRM ExperienceInsurance Product KnowledgeData Entry Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Proposal CreationPolicy ReviewOnline RatingCertificate Of Insurance IssuanceMVR ProcessingEndorsement ProcessingDocumentation PullingData Entry
Soft Skills
Excellent Written CommunicationExcellent Oral CommunicationTeam CollaborationAttention To DetailFlexibility
Certifications & Qualifications
High School DiplomaAA DegreeCollege DegreeProperty And Casualty Insurance License (Preferred)
Industry Keywords
Insurance CompanyInsurance AgencyAgency GuidelinesState RegulationsInsurance Products
About the role
Key responsibilities & impact- Support Account Executives and Account Managers
- Create proposals
- Review policies
- Perform online rating through carrier platforms
- Review and issue Certificates of Insurance
- Review holder contracts
- Perform data entry
- Process MVRs according to established agency guidelines
- Process endorsements
- Pull documentation including loss runs, policy information and endorsements
- Adhere to agency systems, procedures and state regulations
- Provide essential support when team members are absent
- Assume other responsibilities as requested by the supervisor
Requirements
What you’ll need- High School diploma or equivalent
- AA and/or college degree preferred
- 1-year experience in insurance company or agency preferred
- Property and Casualty Insurance License preferred, or willingness to obtain within 30 days of employment
- Demonstrated proficiency with computer systems, including MS Office and Applied Epic CRM
- Excellent written and oral communication skills
- Ability to work in a positive team environment and collaborative culture
- Ability to take direction and follow instructions effectively while demonstrating initiative and attention to detail
- Ability to work in a fast-paced, rapidly changing environment with flexibility, efficiency and organization
- Broad knowledge of insurance products and usages and ability to work independently
- Must work in the office a minimum of three days weekly at the designated location
Benefits
Comp & perks- Structured training, licensing support and ongoing development opportunities
- Competitive pay
- Comprehensive health benefits
- Retirement savings matching
- Company-paid life and disability plans
- Generous paid time off
- Paid parental leave
- Wellbeing program supporting work/life balance
- Collaborative, high-performing culture
- Community impact through HUB Gives
- Career growth opportunities