Insurance Account Coordinator
Who We Are
At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. 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.
HUB is the 6th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 10,000 employees in 450 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
What We Offer You
At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!
Benefits you may enjoy working at HUB International Midwest-East:
• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Spending Accounts
• Parking and transit expense
• Pet Insurance
• Bonus Program
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements, 6 times a month in the office (Mondays everyone is there)
• Employee Engagement Events
• Dress for Your Day Dress-Code
• “HUB Bucks” Rewards Program
• Service Awards
Here’s Where You Come In
The Commercial Account Coordinator provides administrative and clerical support to the Commercial Channel through: customer service, client record maintenance, and assistance with special projects, as assigned.
Role 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
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
- Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required
- Review and process change requests in the agency management system
- Check policies and endorsements for completeness and accuracy. 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
Cultural Expectations:
- Determination – unsatisfied until we are the best. We go the extra mile for clients and colleagues.
- Ownership – Responsible to each other, our clients, and our goals.
- Teamwork – Together we attain greater success.
- Sincerity – Giving and receiving direct and caring communication
Qualifications:
- 2 years of insurance background or work in a professional office environment
- Intermediate skill level with Microsoft Office Products (Outlook, Word, Excel etc.)
- Ability to organize large volumes of information and set priorities
- Ability to obtain P&C license within the first 90 days of hire
- Aptitude for details with consistency in follow-up
- Ability & desire to take ownership of role expectations with accountability to internal and external clients
- Intermediate insurance knowledge with proven ability to apply same to your daily work
- Strong verbal and written communication skills