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 role is part of HUB International’s Client Advisory team and is based in the South Hadley, Massachusetts office on a hybrid work schedule. The Account Manager reviews client coverage and limits, makes recommendations, supports new and renewal business, prepares quotes and account transactions, and maintains accurate records in the agency management system. The position also calls for strong client relationships, attention to industry developments, and an understanding of how business decisions affect company earnings.
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 business and earnings implications for the company.
- 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
- 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, continuing education, structured training, licensing support, and ongoing development opportunities
- Paid parental leave
- Eligible bonuses, equity, and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
