Account Manager - Client Advisory Team

Hub International Insurance • Gardner, MA

5d

About The Position

Responsible for servicing assigned personal insurance accounts in accordance with the practices, policies and procedures of the Company. The role reviews client coverage and limits, makes recommendations, supports new and renewal coverage, prepares quotes and account transactions, and maintains accurate account data. It also develops client relationships and new business from existing accounts and assigned leads while contributing to departmental production goals.

The position requires experience servicing personal accounts within an insurance agency, knowledge of personal lines coverages and markets, experience with an electronic agency management system, and an active Massachusetts Producer license. The expected salary range is $54,933 to $68,000; compensation may vary based on skills, experience, working location, and the position’s business line, scope, and level.

HUB offers structured training, licensing support, and ongoing development opportunities. Benefits and programs vary based on employment status, role, location, and eligibility. The offering may include health, dental, vision, life, and disability insurance; FSA and HSA accounts; 401(k) accounts and retirement savings matching; paid time off; paid parental leave; wellbeing programs; and eligible bonuses, equity, and commissions for some positions. The company also describes a collaborative culture, community impact through HUB Gives, and opportunities for career growth.

Requirements

• Experience servicing personal accounts within an insurance agency.
• Thorough knowledge of personal lines coverages and markets.
• Experience with an electronic agency management system.
• Active Massachusetts Producer license.
• Excellent organizational, interpersonal, and communication skills.
• Ability to work in a team environment.

Responsibilities

• Review and analyze personal accounts for coverage, limits, and other needs, and make appropriate recommendations to clients.
• Develop and maintain client relationships to ensure service needs are met.
• Develop new business from existing accounts and assigned leads, contributing to departmental production goals.
• Gather client information and prepare applications for new and renewal coverage.
• Prepare policy quotes based on client needs, rates, and coverages.
• Prepare transactions for assigned accounts, including applications, invoices, and forms.
• Maintain accurate data in the agency management system.
• May handle collection of premiums due.
• Conduct business with an understanding of the Company’s business and earnings implications.
• Stay informed about industry changes and trends to anticipate and respond to profit objectives.
• Perform other responsibilities as assigned by the Manager.

Benefits

• Health, dental, vision, life, and disability insurance may be included in comprehensive benefits packages.
• FSA and HSA accounts may be included.
• 401(k) accounts and retirement savings matching.
• Paid time off, including vacation, sick, and personal days.
• Paid parental leave.
• Wellbeing program.
• Eligible bonuses, equity, and commissions for some positions.
• Structured training, licensing support, and ongoing development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed