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. They provide a broad range of insurance, retirement, and wealth management products and services. They also invest deeply in their people, empowering them to learn, grow, and make a true impact. HUB is a unique blend of big-company resources and entrepreneurial spirit, offering a unique blend of big-company resources and entrepreneurial spirit. They have over 20,000 professionals across 570+ offices in North America, bringing together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.

Benefits

HUB International offers comprehensive benefit and total compensation packages including 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.

EEO Statement

HUB International is proud to offer a workplace that is free from discrimination and harassment. They are 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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