Account Manager - Personal Lines

Overview

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

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.
• 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.

Qualifications

• Experience servicing personal accounts within an insurance agency.
• Thorough knowledge of personal lines coverages and markets.
• Experience with an electronic agency management system.
• Active Connecticut Producer license.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

Negligible

Required Education

High school or equivalent

Benefits

• Health/dental/vision/life/disability insurance
• FSA, HSA and 401(k) accounts
• Paid-time-off benefits such as vacation, sick, and personal days
• Eligible bonuses, equity and commissions for some positions

About the Role

HUB International is a thriving community of entrepreneurs driven by purpose and passion. We provide a broad range of insurance, retirement, and wealth management products and services, and invest deeply in our people. Your career is in your hands here at HUB International.

Schedule

Hybrid work schedule