Personal Lines Account Manager - Client Advisory Team
About The Position
The Account Manager is responsible for servicing assigned personal insurance accounts in accordance with the company’s practices, policies, and procedures. The position supports the Client Advisory team in the South Hadley, Massachusetts office on a hybrid work schedule. The role includes advising clients on personal insurance coverage, maintaining client relationships, supporting account growth, preparing new and renewal business materials, and keeping account records accurate. The expected salary range is $65,000 to $70,000, with actual compensation influenced by factors including skills, experience, work location, business line, scope, and level.
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 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
- 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
- Structured training, licensing support, and ongoing development opportunities
- Retirement savings matching
- Paid parental leave
- Eligible bonuses, equity, and commissions for some positions
- Community impact through HUB Gives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
