Personal Insurance - Specialty Account Manager

Hub International Insurance•Manchester, NH

2d•Hybrid

About The Position

HUB International is seeking an Account Manager to join their Specialty Personal Lines team in Wilmington, MA, offering a Hybrid work schedule. This role is responsible for servicing assigned personal insurance accounts in accordance with company practices and policies. The position involves reviewing and analyzing client accounts for coverage and limits, making recommendations, and developing new business from existing accounts and leads. The Account Manager will also gather client information, prepare applications and policy quotes, and manage all transactions for assigned accounts, ensuring data accuracy in the agency management system. Additional duties may include premium collections, staying informed about industry trends, and other responsibilities assigned by the Manager.

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.
High school or equivalent

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.

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
Life and Disability Plans
Long-Term Care
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
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education