Senior Account Manager - Personal Lines
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.
What We Offer You
- Youth and Family Services
- Health Plan Reimbursement Program
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- 401(k) Savings Plan
- Life and Disability Plans
- Long-Term Care
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Flexible Work Arrangements
- Dress for Your Day Policy
- Comprehensive Onboarding and Continuing Education
Department
Account Management & Service
Required Experience
5-7 years of relevant experience
Required Travel
Negligible
Required Education
High school or equivalent
Benefits
- Medical, Dental, Vision, and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- 401(k) Savings Plan
- Life and Disability Plans
- Long-Term Care
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Flexible Work Arrangements
- Dress for Your Day Policy
- Comprehensive Onboarding and Continuing Education
About the Role
HUB International is a global insurance brokerage with over 540 locations and more than 20,000 professionals across North America. We invest in our people, celebrate our communities, and build cultures where everyone belongs. We are proud of our recognition as one of America's Greatest Workplaces for Culture, Belonging, and Community, and our commitment to diversity, equity, and inclusion.
Skills
Service personal insurance accounts, analyze personal accounts, develop relationships, gather information, prepare applications, prepare policy quotes, conduct business, keep informed of industry trends, meet KPI goals, organize, communicate, work in a team environment, attention to detail, customer focused.
Benefits
- Medical, Dental, Vision, and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- 401(k) Savings Plan
- Life and Disability Plans
- Long-Term Care
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Flexible Work Arrangements
- Dress for Your Day Policy
- Comprehensive Onboarding and Continuing Education
Pay
The expected salary range for this position is $68,571 to $121,904 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.
Schedule
Hybrid work schedule
Contact Information
To apply, please contact the recruiting team at HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.