Account Manager - Client Advisory Team

Account Manager — Personal Lines (Hybrid)

Overview: Responsible for servicing assigned personal insurance accounts in accordance with the practices, policies and procedures of the Company.

• 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.

• Experience servicing personal accounts within an insurance agency.
• Thorough knowledge of personal lines coverage 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.

The expected salary range for this position is $55,000 – $70,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

Recruiting pay includes comprehensive benefits: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department:
Account Management & Service

Required Experience:

2-5 years of relevant experience

Required Travel:
Negligible

Required

Education:

High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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