Job Location : Tulsa,OK, USA
Primary Role:
As a Personal Lines Account Administrator, you will be responsible for assisting Account Managers and Producers with the servicing of assigned Personal Lines accounts in accordance with the practices, policies, and procedures of the Company.
Duties and Responsibilities:
Coordinate the servicing of assigned accounts with the Account Manager and/or Account Executive
Enter data as required by insurance company automation systems
Provide support to the Account Manager and/or Account Executive on pre-renewal processes
Handle correspondence and the clerical processing of accounts including applications and computer input of each account
Help track cancellation/reinstatement system for personal accounts
Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose
Prepare invoices, transmittals, ID cards, binders, and cancellation forms as required
Review and process change requests in the broker management system
Check policies and endorsements for completeness and accuracy
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 broker management system and ancillary systems as required
Other responsibilities as assigned by Account Manager and/or Account Executive
Follow HUB Broker Standards
Key Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
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
Qualification Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Experience and Education
3 Years of administrator related work experience
High school diploma or equivalent required
P&C License required or able to obtain within 120 days from hire
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.
Other Requirements:
Must hold a valid Driver's License
Dependable transportation
Public Speaking/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 customers and teammates.
Bilingual in English and Spanish a big plus.
Math Skills:
Reasoning Ability:
Computer Skills:
About Us
HUB International is a recognized global leader dedicated to helping individuals and
companies navigate risk and manage the complexities of insurance.
Join the HUB team!
Apply today!
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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