Account Manager - Client Advisory Team

HUB International • Gardner, MA

7d • $54,933 - $68,000

About The Position

Responsible for servicing assigned personal insurance accounts in accordance with the Company’s practices, policies and procedures. The role involves advising clients on coverage, limits and related recommendations; maintaining client relationships; preparing quotes and account transactions; and contributing to new business and departmental production goals.

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, and 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 information from clients 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

• Comprehensive health, dental, vision, life and disability insurance; FSA and HSA accounts; 401(k) accounts; paid time off; and eligible bonuses, equity and commissions for some positions.
• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans.
• Generous paid time off, paid parental leave and a wellbeing program.
• Structured training, licensing support and ongoing development opportunities.

What This Job Offers

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