Hub International Limited

Account Manager - Client Advisory Team

Hub International Limited$55K — $106K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5 years of experience in servicing personal accounts in an insurance agency.
  • Thorough understanding of personal lines coverages and insurance markets.
  • Familiarity with electronic agency management systems.
  • Active Massachusetts Producer license required.
  • Strong organizational and interpersonal communication skills.

Responsibilities

  • Review and analyze personal accounts for coverage and limits, providing recommendations to clients.
  • Develop and maintain client relationships to meet service needs effectively.
  • Generate new business from existing accounts and assigned leads, contributing to production goals.
  • Collect client information and prepare applications for new or renewal coverage.
  • Create policy quotes based on client needs and applicable rates.
  • Prepare and manage all transactions including applications and invoices for assigned accounts.
  • Ensure accuracy of data within the agency management system.

Benefits

  • Comprehensive health, dental, vision, life, and disability insurance.
  • Flexible Spending Account (FSA) and Health Savings Account (HSA).
  • 401(k) retirement plan with company contributions.
  • Paid time off for vacation, sick, and personal days.
  • Potential bonuses, equity options, and commissions for eligible positions.
Full Job Description
Account Manager to join our Personal Lines team on a Hybrid work schedule.

Overview:

Responsible for servicing assigned personal insurance 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.
  • 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.
  • Other responsibilities as assigned by Manager.


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.


The expected salary range for this position is $55,000 - $106,666 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. HUB International is proud to offer comprehensive benefit and total compensation packages: 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.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

About Hub International Limited

Hub International Limited is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. With more than 13,000 employees in offices located throughout North America, Hub's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
Learn more about Hub International Limited
Size
13,000 employees
Industry
Founded
1998

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