Bilingual Associate Account Manager, Insurance

About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About Paul Hanson Partners (PHP):

Great opportunity to start a career in the insurance industry! Established in 1993, Paul Hanson Partners has developed a reputation as an expert in insurance products & related services to the transportation industry & currently insure more than 4000 moving & storage agents, van lines & contract drivers across the nation. Paul Hanson Partners is a division of Specialty Program Group, LLC part of HUB International Limited (“HUB”). When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600 offices across North America.

Primary Duties

• Customer assistance throughout the insurance policy lifecycle

• Conduct detailed review of insurance documents upon receiving submissions

• Speak with insureds, agents and motor carriers in regards to accounts, policy verification and coverage deficiencies

• Document information, follow up if necessary, and answer questions/concerns timely for clients

• Provide detailed communications & summary of deficiencies to customers/agents

• Provide administrative and transactional support to department Account Managers

• Learn and conduct basic claim procedures such as claim verification, distribution & escalations.

• Service claim deductible calls and other billing issues and discrepancies

• Meet quality assurance requirements and other key performance metrics

• Attend and participate in weekly team meetings

• Provide primary backup support to Reception duties including in/outbound calls, mail, etc.

Job Requirements:

• Bilingual: Fluent and proficient in English and Spanish required

• Knowledgeable in Microsoft office products (Outlook, Word, Excel, PowerPoint)

• Must be able to have good judgement to make informative decisions when considering coverage exceptions/overrides, etc.

• Strong oral & written communication skills

• Adhere to employee manual including confidentiality requirements

• Comply with Carrier partner(s) service practices, program guidelines & procedures

• To assure that PHP brands are presented in the utmost professional manner when working with insurers, agents, customers, vendors and the community.

• Provide additional support to Department Manager on special tasks/projects as needed

• To process all Urgent tasks within two hours of receipt, by the end of business at the very least

• Coordinate/manage relationships with our vendors to ensure all clients’ requirements and expectations are exceeded 

• To Treat all employees with respect and courtesy in all business and personal matters

Training & Certification Requirements

• Must to obtain a Property & Casualty Insurance License within 9 months of employment

Desired Schedule (Full Time, In Napa Office)

• Monday – Friday;  7am – 4pm

• Office Location: 222 Gateway Road Napa, CA 94558

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $24.50 - 26.50/hour, based on a 40 hour work week. This compensation will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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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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