Senior Account Manager - Personal Lines

HUB InternationalWilmington, MA
$68,571 - $121,904Hybrid

About The Position

HUB International is seeking a Senior Account Manager to join their Personal Lines team in Wilmington, MA, offering a hybrid work schedule. The role focuses on servicing personal insurance accounts to ensure organic growth and retention, adhering to company policies and procedures. HUB International is a leading global insurance broker with a strong commitment to employee well-being, professional growth, and fostering an inclusive culture. They offer a wide range of insurance, retirement, and wealth management products and services to individuals, families, and businesses.

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.
  • Strong attention to detail.
  • Customer focused.
  • 5-7 years of relevant experience.
  • High school or equivalent education.

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.
  • Call out on lost business 2a/LPR.
  • 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.
  • Meet KPI goals as established.
  • 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
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