Account Manager - Client Advisory Team

HUB International•Gardner, MA

1d•Hybrid

About The Position

At HUB International, we are an insurance brokerage firm that helps individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. We are one of the world’s largest insurance brokers with over 20,000 professionals across 570+ offices in North America. We offer a unique blend of big-company resources and entrepreneurial spirit, investing deeply in our people to empower them to learn, grow, and make an impact. We are looking for an Account Manager to join our Personal Lines team on a Hybrid work schedule. This role is responsible for servicing assigned personal insurance accounts in accordance with the practices, policies and procedures of the Company.

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, communication skills and ability to work in a team environment.

Responsibilities

Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
Develop and maintain relationships with clients to ensure that all service needs are met.
Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
Gather information from clients and prepare applications regarding new and/or renewal coverage.
Prepare policy quotes based on client’s needs, rates and coverages.
Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
Maintain the accuracy of data in the agency management system.
May handle collections of premiums due.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
Other responsibilities as assigned by Manager.