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Associate Account Manager, Commercial Lines
HUB International. Provide administrative and clerical support to the Commercial Channel through customer service, client record maintenance, and assistance with special projects .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong administrative and clerical support capabilities, with a focus on customer service, data management, and insurance processes. Proficient in Microsoft Office and skilled in maintaining accurate records and communications.
Highest-signal resume keywords
Insurance KnowledgeMicrosoft Office ProficiencyData Entry and ManagementVerbal and Written Communication SkillsOrganizational 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
Data EntryRecord MaintenanceInvoice PreparationPolicy ReviewChange Request Processing
Soft Skills
Attention to DetailAccountabilityClient Service OrientationPrioritization Skills
Tools & Technologies
Agency Management SystemMicrosoft OutlookMicrosoft WordMicrosoft Excel
Industry Keywords
Commercial ChannelClerical SupportClient CorrespondencePre-Renewal ProcessesInsurance Applications
About the role
Key responsibilities & impact- Provide administrative and clerical support to the Commercial Channel through customer service, client record maintenance, and assistance with special projects
- Coordinate servicing of assigned accounts with the Account Manager
- Enter data as required by insurance company automation systems
- Support the Account Manager on pre-renewal processes
- Handle correspondence and clerical processing of accounts, including applications and computer input
- Conduct business with an understanding of business and earnings implications
- Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms
- Review and process change requests in the agency management system
- Check policies and endorsements for completeness and accuracy; prepare policies for policy check and delivery
- Maintain an accurate suspense system for items requiring a response
- Scan and electronically file communications and documents
- Input and maintain data on account management and ancillary systems
- Perform other responsibilities assigned by the Account Manager
Requirements
What you’ll need- 1-2 years of insurance background or work in a professional office environment
- Intermediate skill level with Microsoft Office Products (Outlook, Word, Excel, etc.)
- Ability to organize large volumes of information and set priorities
- Aptitude for details with consistency in follow-up
- Ability and desire to take ownership of role expectations with accountability to internal and external clients
- Intermediate insurance knowledge with proven ability to apply same to daily work
- Strong verbal and written communication skills
Benefits
Comp & perks- Medical, Dental, and Vision (PPO, HMO, and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation, Holiday, Sick, and Personal Time Off
- Pet Insurance
- Comprehensive Onboarding Program
- Continuing Education / Personal Development Programs
- Employee Engagement Events
- Dress for Your Day Dress-Code
- Service Awards
- Structured training
- Licensing support
- 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
- HUB Gives community impact opportunities