HUB International is hiring an Associate Account Manager for Insureon, a pioneer in insurance technology operating the largest online insurance marketplace for small businesses in the U.S. This is a developmental role designed to build the skills and performance necessary to support Digital Account Managers in retaining and servicing their book of business.
What You'll Do
- Prepare and submit renewal applications.
- Oversee renewal of automatic and manual renewal policies.
- Identify and execute cross-sell opportunities.
- Broker the terms and conditions of insurance contracts.
- Coordinate and monitor account servicing.
- Assist the Account Manager team members to act on alerts in the agency management system.
- Follow up with carriers and clients on new business quotes and renewals.
- Review renewal data and assist Account Managers to maximize our book retention rate.
- Support the policy cancellation process.
- Assist with customer servicing requests from clients by working with internal teams and carrier service centers.
- Deliver excellent customer service to delight our customers in every online and offline interaction.
- Develop a full understanding of the processes in our agency management system to be able to assist in working renewals, process endorsements, cancellations, LPR’s, rating and Certificates.
- Successfully prioritize and support the workloads for at least 2 Account Managers.
- Complete coverage training and utilize carrier trainings.
- Back up the Account Manager in the event they are busy or out of the office.
- Support client needs in a timely manner to include answering and/or making phone calls to clients, billing issues, audit questions, coverage inquiries, application support, quotes and contract reviews.
- Develop strong communication with Underwriters to build our relationship.
What We're Looking For
- Current and active Property and Casualty License prior to starting.
- 1-2 years of relevant experience.
- High School Degree.
Nice to Have
- 4-Year Degree.
- Familiarity with Customer Account Servicing in regulated or financial services experience.
Technical Stack
- Word processing software.
- Spreadsheets.
- Email software.
- 3rd Party or Agency management systems.
- Various Web Applications.
- Client or Insureon Agent portals.
- Other related online applications.
Team & Environment
You will support at least 2 Account Managers within a fast-paced team driven by results and energetic about servicing clients. We place a high value on having fun at work, personal and company integrity, teamwork, and a service mentality.
Benefits & Compensation
- Salary: $50,000-$55,000.
- Health, dental, vision, life, and disability insurance.
- FSA and HSA accounts.
- 401(k) accounts.
- Paid-time-off benefits (vacation, sick, and personal days).
- Eligible bonuses, equity and commissions for some positions.
Work Mode
This is a hybrid position open to candidates located anywhere in the U.S.
Insureon does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.
