Associate Account Executive
Indexed description
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
Our Northeast division is seeking an energetic, self-motivated individual who will serve as an Associate Account Executive for one of our Commercial Lines departments.
Functions & Responsibilities Will Include
- Responsibilities include issuance of certificates of Insurance, ID cards, schedules of insurance, and billing schedules.
- Processing endorsements, invoices, and entering exposure data within the Applied Epic AMS
- Liaise with Accounting department, financing companies, and direct bill carriers to maintain up to date billing schedules for each client
- Pass marketing, policy, and coverage correspondence to appropriate contacts within the team
- Perform other specific duties as directed by the Account Executive
- Respond to certificate requests and payment inquiries in a timely manner
- Process add/term requests as directed by AE
- Handle epic activities associated with the onboarding process, renewal process, endorsement process, etc.
- Follow up with carriers for outstanding policies, endorsements, invoices, and other open items
- Tracking and maintaining a log of follow-up emails to clients and to markets
- Reaching out to clients directly regarding delinquent payments, notices of cancellation, notices of rescission, etc.
- Delivering policies and endorsements to clients after policy check has been completed
- 2+ years servicing experience preferably with a brokerage company
- Must be proficient in Microsoft Excel
- Good oral and written communication skills
- Strong organizational skills are a must
- NY P&C Licensed required
- Epic software experience
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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