Account Administrator, Commercial Lines
Indexed description
Duties And Responsibilities
- Coordinate the servicing of assigned accounts with the Account Manager
- Enter data as required by insurance company automation systems
- Provide support to the Account Manager on pre-renewal processes
- Handle correspondence and the clerical processing of accounts including applications and computer input of each account
- Process certificate of insurance requests as needed
- Help track cancellation/reinstatement system for commercial accounts
- Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose
- Conduct business from a professional standpoint and willingness to learn
- Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required.
- Review and process change requests in the broker management system
- Prepare policies for policy check and delivery to clients
- Maintain an accurate suspense system on all items that require a response
- Responsible for scanning/electronic filing of communications and documents
- Input/maintain data on account management system and ancillary systems as required
- Other responsibilities as assigned by Account Manager
- Attends industry related continuing education training and courses.
- Follow HUB Broker Standards
- Team Work – Supports all organizational departments in a collaborative effort for everyone to succeed.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
- Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
- Quality Management – Demonstrates attention to detail.
- Project Management – Ability to work with a team and adhere to deadlines
Experience and Education
- 3 Years of administrator related work experience (Insurance Industry experience preferred)
- High school diploma or equivalent required
- Bachelor’s degree preferred
- P&C License required for role and must obtain within 45 days from hire if not before start
Other Requirements
Must hold a valid Driver’s License
Dependable transportation
Communication/Language Skills
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively with customers and teammates.
- Bilingual in English and Spanish a big plus.
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
- To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.
companies navigate risk and manage the complexities of insurance.
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Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
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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