Critical Account Manager for HPE Networking leading technical and business collaboration for critical accounts. Ensuring customer satisfaction and business continuity through effective teamwork and communication strategies.
About the role
- Account Manager Assistant responsible for assisting in managing client accounts at HUB International. Duties include processing transactions and customer inquiries while ensuring high service quality.
Responsibilities
- Processes cancellations, endorsements, reinstatements
- Performs policy upload and issuance at direction of Account Manager
- Supports the Account Manager in preparing the submission in order to deliver to the carriers
- Prepares policy summaries and policy identification cards for client
- Processes manual invoices as required
- Update information in Agency Management System
- Reviews Policy Checklist for completion on Renewals and New Business
- Performs the process for cancellations, endorsements, rewrites, and reinstatements for existing clients as warranted and guided by Account Manager
- Responds to customer inquiries as needed primarily clients within Service Centers
- Keeps the data management system up to date with current information as well as submission tracking
- Sends schedules and applications to insureds for completion and issues policies to clients
- Follow the agency workflows and procedures to avoid Errors and Omissions
Requirements
- High School Diploma or Equivalent
- Previous experience in clerical roles preferred
- Active P & C license or must be obtained within 6 months
- Demonstrate proficiency in computer applications such as Microsoft Office and EPIC or other Account Management Systems
- Superior customer service and problem-solving skills with the ability to work in a team environment
- Excellent written and verbal English communications skills required
- Ability to work a regular, full-time work schedule at HUB’s facility(s)
Benefits
- 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 because that’s important for all of us!
- Focus on creating a meaningful environment through employee engagement events
- The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
- Growth potential - HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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