Account Manager - Surplus Lines
Overview
Responsible for servicing assigned personal insurance excess/surplus lines 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.
- Process endorsements that involve premium changes.
- Assess renewal book of business and coordinate the depopulation of clients who qualify for retail property casualty solutions.
- 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.
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 Producer license.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Other Responsibilities
Other responsibilities as assigned by Manager.
Department
Account Management & Service
Required Experience
2-5 years of relevant experience
Required Travel
Negligible
Required Education
High school or equivalent
Company Information
- HUB International is a thriving community of entrepreneurs driven by purpose and passion.
- We provide a broad array of insurance, retirement, and wealth management products and services.
- We also invest deeply in our people, empowering you to learn, grow, and make a true impact.
- We are a unique blend of big-company resources and entrepreneurial spirit, with over 20,000 professionals across 570+ offices in North America.
- We bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.
- We are looking for an Account Manager to join our Personal Lines team on a Hybrid work schedule.
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 HUB International
HUB International 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.
E-Verify Program
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