Account Manager - Specialty Personal Lines

HUB International•Wilmington, MA

3d•$54,933 - $70,000•Hybrid

About The Position

HUB International is hiring an Account Manager to service assigned personal insurance accounts according to company practices, policies, and procedures. The role is part of the Personal Lines team and is based in the Wilmington, Massachusetts office on a hybrid work schedule. The Account Manager reviews accounts and coverage, advises clients, maintains client relationships, supports new and renewal business, prepares quotes and account transactions, and maintains accurate agency management system records.

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 and limits, 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, and contribute to departmental production goals.
Gather client information and prepare applications for new or 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.
Keep informed about industry changes and trends to anticipate and respond to profit objectives.
Perform other responsibilities as assigned by the Manager.