Account Manager - Client Advisory Team

Hub International; Wilmington (MA); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

FSA

HSA

401(k)

Paid time off

Bonuses / Equity / Commissions

Job summary

HUB International, a leading insurance brokerage, seeks an Account Manager for its Personal Lines team on a Hybrid schedule in Massachusetts. You will service personal accounts, analyze coverage, and build strong client relationships while supporting new business from existing accounts.

Responsibilities include preparing quotes, processing transactions, and maintaining data accuracy in the agency system. Requirements include experience with personal accounts, MA Producer license, and strong

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.

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 (applications, invoices, forms).
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• Keep informed of changes and trends within the industry for profit objectives.

Skills

Personal lines knowledge

Communication skills

Team player

Organizational skills

Massachusetts Producer license

Education

High school or equivalent

Tools

Electronic agency management system

Job description

Discover a Career That Empowers You - Join HUB International!

At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people.

Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team.

As one of the world's largest insurance brokers - and a proud Stevie Award-winning workplace - HUB offers a unique blend of big-company resources and entrepreneurial spirit. 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.

Explore your future with HUB International. Let's grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - HUB is the place for you.

We are looking for an 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 - $70,000 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.

HUB International is proud to offer comprehensive benefit and total compensation packages:

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits such as vacation, sick, and personal days
• 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

HUB International Limited 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.

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