Commercial Lines Associate Account Manager
At a glance
Mid-level Account Management role at Hubinternational. Waukesha · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Process policy releases, endorsements, audits, renewals, and related commercial account paperwork
- Check policy details against quotes and the broker management system, then correct discrepancies
- Keep carrier follow-ups moving and send insured documentation through completion
- Prepare insurance summaries, renewal kits, marketing exhibits, and requested underwriting information
- Enter client and policy data into the broker management system while supporting daily account service
What you bring
- At least one year of insurance experience, with relevant experience in the commercial account environment
- A Wisconsin property and casualty license is required for this role
- You can analyze insurance coverage, forms, and policies with close attention to detail
- Basic Microsoft Office skills are required, while EPIC experience is preferred
- You communicate clearly in writing and conversation and stay organized across detailed requests
Who this fits
This role suits an organized insurance professional who enjoys administrative account support, carrier coordination, and detailed policy work. You should be prepared to work your normally scheduled hours plus additional time when needed. The position is hybrid in Waukesha, Wisconsin, with negligible travel and high school or equivalent education required.
From the employer
About HUB
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
Why Choose HUB?
Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
We are the perfect fit if you:
are seeking a progressive work environment at a rapidly growing organization
have a desire to help others protect their future
have an entrepreneurial spirit and are challenged by the opportunity to grow the business
are focused on learning and development to enhance your industry knowledge and expertise
are a self-starter willing to invest time and energy to learn the technical aspects of our business
believe in integrity and building success by developing relationships with others
Summary
HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions.
The Commercial Lines Associate Account Manager provides administrative and clerical support to the Commercial Channel through assisting the team in providing quality customer service.
In this role, you will:
Process lost policy release forms
Prepare Summaries of Insurance
Process endorsement requests and secure pricing from carrier if needed
Manage account documentation including ERM 14 forms; send documentation to insured and follow up to ensure it was received and submitted to the carrier
Maintain follow-up system with insurance carriers to ensure requests are processed timely
Furnish underwriters with additional information as requested
Enter Client information and policy detail into broker management system
Check policies for accuracy of information in comparison with the Insurance quote and Broker Management System
Request, process and document Audits and Endorsement requests
Assemble/process renewal documents
Complete renewal kits and marketing exhibits
Pursue a program for personal and professional development
Perform other specific duties and projects as assigned by management
What you offer us:
1-2 years insurance experience
Wisconsin property/casualty license required
Well organized with an aptitude for details
Strong written and oral communication skills
Understand and analyze insurance coverages, forms, and policies
Work normally scheduled hours and additional time as needed
Basic knowledge of Microsoft Office required and EPIC preferred
What we offer you:
A rewarding job that helps local businesses in the community
Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
A work/life balance because that is important for all of us
Learn from the expertise of your coworkers
Growth- HUB is growing, and so can your career
Be part of a motivated team
Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.
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