Senior Account Manager - Client Advisory Team

Overview

Service personal insurance accounts in accordance with the practices, policies, and procedures of the Company with focus on organic growth and retention.

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.
• Call out on lost business 2a/LPR.
• 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.
• 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 Massachusetts Producer license.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
• Strong attention to detail.
• Customer focused.

Other Responsibilities

Other responsibilities as assigned by Manager.

The expected salary range for this position is $68,500 - $75,000 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.

Department

Account Management & Service

Required Experience

5-7 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

Join HUB International, a thriving community of entrepreneurs driven by purpose and passion. We help individuals, families, and businesses protect what matters most by providing a broad range 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.

Company Information

HUB International is the world’s largest insurance broker and a proud Stevie Award-winning workplace. 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.

Equal Opportunity Employer

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.