Personal Lines Assistant Account Manager

HUB International

. Assist Account Managers and Producers with servicing assigned accounts according to company practices, policies, and procedures .

Posted 11/5/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates proficiency in account management and customer service within the insurance industry, with strong organizational skills and the ability to handle multiple priorities effectively. Capable of preparing and processing insurance transactions while maintaining accurate records and providing exceptional communication to clients and team members.

Highest-signal resume keywords

Insurance ExperienceCustomer Service SkillsMicrosoft Office Suite ProficiencyOrganizational SkillsState Insurance License (P&C)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingDocument PreparationData Input and MaintenanceRenewal PreparationAccount Management

Soft Skills

Written CommunicationVerbal CommunicationProblem SolvingDetail-OrientedTeam Collaboration

Tools & Technologies

Microsoft PowerPointMicrosoft WordMicrosoft ExcelMicrosoft OutlookAccount Management Systems

Certifications & Qualifications

State Insurance License (P&C)

Industry Keywords

Insurance PoliciesClient AccountsBillingEndorsementsCancellations

About the role

Key responsibilities & impact

Assist Account Managers and Producers with servicing assigned accounts according to company practices, policies, and procedures
Prepare, review, and process transactions, correspondence, and documents for assigned accounts
Handle applications, marketing and rating new accounts, billing, policies, endorsements, invoices, proposals, change requests, evidences of insurance, annual reviews, binders, and cancellations
Set up new and renewal client electronic files
Participate in renewal preparation, including generating renewal updates
Provide quality customer service to clients, team members, and carriers
Communicate with company personnel regarding client needs and issues
Maintain an accurate suspense system
Navigate carrier websites to obtain documents and information
Field insured phone calls regarding coverage, changes, payments, and cancellations
Scan communications and documents
Input and maintain data in account management and ancillary systems
Provide mailroom and switchboard support when needed

Requirements

What you’ll need

At least one year of insurance experience strongly preferred
Exceptional written and verbal communication skills
Superior customer service and problem solving skills
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
Detail-oriented self-starter
Ability to work in a team environment
Significant skill in handling competing demands and projects
Excellent organizational skills and ability to prioritize and delegate responsibility
Ability to obtain state insurance license (P&C) within 90 days of employment

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
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance
Employee engagement events
Opportunity to learn from top talent in the industry
Growth potential and ongoing career development
Strong community support and involvement through HUB Gives
Structured training and licensing support
Ongoing development opportunities
Comprehensive health benefits
Retirement savings matching
Company-paid life and disability plans
Paid parental leave
Wellbeing program