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. HUB also invests deeply in their people, empowering them to learn, grow, and make a true impact. They are looking for an Account Manager to join their 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 proud to offer comprehensive benefit and total compensation packages. 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.