Account Manager - Personal Lines
About The Position
The Account Manager joins HUB International’s Personal Lines team in its Waterford, Connecticut office on a hybrid work schedule. The role is responsible for servicing assigned personal insurance accounts in accordance with company practices, policies, and procedures. The Account Manager reviews accounts and recommends appropriate coverage, limits, and other options; builds client relationships; supports new business and departmental production goals; and handles account transactions and related records. The position also involves keeping informed about industry changes and trends and conducting business with an understanding of company business and earnings implications.
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, 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.
- Keep informed of industry changes and trends to anticipate and respond to profit objectives.
- Perform other responsibilities as assigned by the Manager.
Benefits
- Medical, dental, vision, and prescription drug coverage
- Health plan reimbursement program
- Health savings account (HSA) and flexible spending accounts (FSAs)
- 401(k) savings plan and retirement savings matching
- Life and disability plans, including company-paid life and disability plans
- Long-term care coverage
- Employee Assistance Program (EAP)
- Comprehensive wellness program
- Identity theft protection, group legal, accident, critical illness, and pet insurance
- Low-cost loan program and student loan resources
- Vacation, holiday, sick, and personal time off
- Paid parental leave
- Flexible work arrangements
- Dress for Your Day policy
- Comprehensive onboarding and continuing education
- Structured training, licensing support, mentorship, and ongoing development opportunities
- Eligible bonuses, equity, and commissions for some positions
- Wellbeing program
- Community impact opportunities through HUB Gives
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
