Account Technician

HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 18,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.

We are a company dedicated to superior customer service with employees committed to adding value to every client activity.
Job Overview:Responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.
Responsibilities:Coordinate the handling and servicing of assigned accounts with the Account Manager/Producers.

Check policies and endorsements for completeness and accuracy. Prepare policies for delivery to clients

Review and process change requests in the agency management system.

Enter data as required by insurance company automation systems.

Provide support to the Account Manager/Producer on pre-renewal processes.

Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system computer input of each account.

Prepare invoices, transmittals, , certificates of insurance, evidence as insurance binders and cancellation forms as required.

Order loss runs as required.

Maintain an accurate suspense system on all items that require a response.

Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.

Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.

Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company Other responsibilities as assigned by Manager.
Qualifications:Strong reading comprehension and analysis skills

Strong written and oral communication skills

Strong organization and follow up skills

Ability to exercise independent judgment

Ability to effectively work in a team environment

Ability to work well under pressure and to quickly adapt to new situations

About HUB International:HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 18,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.

We are a company dedicated to superior customer service with employees committed to adding value to every client activity.
Job Overview:Responsible for assisting Account Managers and Producers with the servicing of assigned accounts in accordance with the practices, policies, and procedures of the Company.
Responsibilities:

• Coordinate the handling and servicing of assigned accounts with the Account Manager/Producers.
• Check policies and endorsements for completeness and accuracy. Prepare policies for delivery to clients
• Review and process change requests in the agency management system.
• Enter data as required by insurance company automation systems.
• Provide support to the Account Manager/Producer on pre-renewal processes.
• Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system computer input of each account.
• Prepare invoices, transmittals, , certificates of insurance, evidence as insurance binders and cancellation forms as required.
• Order loss runs as required.
• Maintain an accurate suspense system on all items that require a response.
• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose.
• Responsible for implementing a quality control review process to assure the production of quality work and the provision of excellent customer service.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
• Other responsibilities as assigned by Manager.

Qualifications:

• High School Diploma. Associates degree preferred
• Exceptional customer service skills
• Strong reading comprehension and analysis skills
• Strong data entry skills
• Strong written and oral communication skills
• Strong organization and follow up skills
• Ability to exercise independent judgment
• Ability to effectively work in a team environment
• Ability to work well under pressure and to quickly adapt to new situations

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Department Account Management & Service

Required Experience:

Less than 1 year of relevant experience

Required Travel:
No Travel Required Required

Education:

High school or…