Associate Account Manager - job 1 of 2

As an Associate Account Manager at HUB International, your primary responsibilities include providing exceptional customer service, managing client records, and supporting Account Managers with pre-renewal processes. You’ll be responsible for data entry into automation systems, processing change requests, and maintaining accurate communications and documents. The position requires a detail-oriented individual who can handle invoicing, client correspondence, and assist with special projects to ensure seamless support for our Commercial Lines team.

To qualify for the Associate Account Manager role at HUB International, candidates should have at least 2 years of experience in insurance or a professional office environment. Intermediate skills in Microsoft Office are required, along with strong verbal and written communication abilities. A familiarity with insurance principles and the ability to organize workload effectively is essential. This combination of skills will prepare you for a successful career with us, ensuring you thrive in this dynamic position.

At HUB International, we are committed to fostering the growth of our employees, including Associate Account Managers. We provide numerous opportunities for learning and professional development, including personal development programs and pathways for advancement within our organization. As you gain experience and demonstrate your capabilities, you will have the chance to take on more responsibilities, including potential leadership roles. Your success is our success, and we encourage you to grow your career with us!

HUB International values the work-life balance of our employees, offering a comprehensive benefits package that includes flexible work arrangements and generous time-off policies. From vacation and personal time off to wellness programs, we ensure that you have the resources to manage your health and well-being while excelling in your role as an Associate Account Manager. We believe that a happy employee is a productive employee, and we strive to create an environment where you can thrive both personally and professionally.

The onboarding process for new Associate Account Managers at HUB International is designed to set you up for success. During this comprehensive program, you will receive training on our systems, processes, and best practices in client management. You'll also have access to personal development resources to enhance your skills. Our supportive team will help guide you every step of the way, ensuring you feel confident and prepared as you embark on your new journey with us!

To effectively prioritize tasks in a busy environment, I focus on the urgency and importance of each task. I often use a checklist to manage daily responsibilities and set clear deadlines. Communication with my team members and Account Managers is crucial to understand which tasks are most pressing and require immediate attention, ensuring that client needs are met efficiently.

In my previous role, I managed multiple accounts by implementing a structured approach to my working day. I used a digital management system to track client interactions and outstanding tasks. I made a point to regularly communicate with clients to update them and understand their needs, ensuring they felt valued and well taken care of, regardless of my workload.

Accuracy in documentation is essential, especially in the insurance sector. I double-check data entries and validate information against client records. I also utilize templates to standardize documents and prevent errors. Regular audits of my work ensure nothing is overlooked, and I am always open to feedback that can enhance my accuracy.

To deliver exceptional customer service as an Associate Account Manager, I focus on active listening to fully understand client needs. I strive to communicate clearly and promptly address any issues that arise. Building strong relationships based on trust and transparency is key, and I always seek to go above and beyond to provide solutions that meet client expectations.

I once handled a difficult client situation by listening attentively to the client's concerns and acknowledging their frustrations. I reassured them that I would do everything in my power to resolve the issue. By collaborating with my team and providing timely updates, we were able to turn the situation around, earning the client’s trust and satisfaction in the end.

Staying informed about changes in the insurance industry is vital. I regularly read industry newsletters, participate in webinars, and engage with professional groups. Networking with colleagues and attending training sessions provided by HUB International also helps me keep abreast of best practices and emerging trends to ensure I provide the highest level of service.

Teamwork is crucial in my role as an Associate Account Manager. Collaborating with my colleagues allows us to share insights and support each other in meeting client needs. I believe that leveraging our diverse strengths leads to better solutions and ultimately enhances the client experience. Regular communication and mutual respect among teammates create a winning atmosphere.

In high-pressure situations or when facing tight deadlines, I remain calm and focused. I prioritize tasks and break down larger projects into smaller, manageable steps. Effective time management and clear communication with my team also play key roles in ensuring that we meet deadlines while maintaining quality. Seeking support when needed is also a part of my strategy to navigate challenging situations.

I am proficient in various account management tools, including CRM software and Microsoft Office Suite. I use CRM for tracking client interactions, managing accounts, and analyzing data trends. My experience with these tools helps streamline my workflow and improve communication with clients, aiding overall efficiency in my work as an Associate Account Manager.

I prepare for client meetings by thoroughly reviewing their accounts and any relevant documentation beforehand. I like to outline key points to discuss, including updates, questions, or concerns. This preparation allows me to engage effectively with clients and demonstrate that I am well-informed about their needs, ultimately helping build stronger relationships.