Senior Account Manager - Client Advisory Team
About The Position
HUB International is seeking a Senior Account Manager to join its Personal Lines team on a hybrid work schedule. The role services personal insurance accounts in accordance with company practices, policies, and procedures, with a focus on organic growth and client retention. The Account Manager reviews clients’ coverage needs, maintains client relationships, supports new and renewal business, and handles account transactions and agency management system data. The position works to meet departmental production and KPI goals while contributing to the company’s business and earnings objectives. The expected salary range is $68,500–$75,000; compensation may vary based on the candidate’s skills, experience, working location, and the position’s business line, scope, and level. HUB offers training, licensing support, ongoing development opportunities, and benefits that may vary according to employment status, role, location, and eligibility.
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.
- Strong attention to detail.
- Customer-focused.
Responsibilities
- Review and analyze personal accounts for coverage, limits, and other needs, 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 clients’ needs, rates, and coverages.
- Prepare account transactions, including applications, invoices, and forms.
- Call out on lost business 2a/LPR.
- 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.
- Stay informed about industry changes and trends to anticipate and respond to profit objectives.
- Meet established KPI goals.
- Perform other responsibilities as assigned by the Manager.
Benefits
- Comprehensive health, dental, vision, life, and disability insurance.
- Flexible spending account (FSA) and health savings account (HSA).
- 401(k) accounts and retirement savings matching.
- Paid time off, including vacation, sick, and personal days.
- Paid parental leave.
- Wellbeing program.
- Company-paid life and disability plans.
- Eligible bonuses, equity, and commissions for some positions.
- Structured training, licensing support, and ongoing development opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
