Assistant Account Manager - Client Advisory Team

HUB International; Ludlow (MA); On-site; USD 45,000 - 60,000; Full time

Job summary

Join a leading global insurance broker as an Assistant Account Manager. You will assist Account Managers with personal lines accounts, providing quotes and ensuring high-quality service. This role offers a dynamic environment with opportunities for growth and development.

Qualifications

• 1-2 years experience servicing personal accounts in an insurance agency.
• Active Massachusetts Producer license or ability to obtain within six months.

Responsibilities

• Provide quotes for new, renewal, and remarketing personal lines policies.
• Support pre-renewal processes for Account Managers.
• Implement quality control reviews to ensure high-quality work.

Skills

Organizational Skills

Interpersonal Skills

Communication Skills

Education

High school diploma or equivalent

Tools

Automated Agency Management Systems

Job description

Assistant Account Manager - Client Advisory Team

Join our Stevie Award-winning team at HUB International! When you join HUB, you become part of the largest privately owned global insurance broker, offering property, casualty, risk management, life and health, employee benefits, investment, and wealth management services. Our entrepreneurial, fast-paced environment is supported by over 19,000 professionals across 500 offices in North America.

We help businesses evaluate risks and develop tailored solutions. We empower our employees with resources in technology and industry expertise while maintaining regional office cultures.

Position Overview

We are seeking an Assistant Account Manager responsible for assisting Account Managers with quoting and servicing personal lines accounts, following company policies and procedures.

Responsibilities

• Provide quotes for new, renewal, and remarketing personal lines policies; coordinate account servicing under supervision.
• Enter data into insurance company automation systems.
• Support pre-renewal processes for Account Managers.
• Handle correspondence, applications, transactional files, and input into agency management systems.
• Create renewal transmittal letters and invoices.
• Develop familiarity with all relevant forms and paperwork.
• Implement quality control reviews to ensure high-quality work and customer service.
• Understand the business and earnings implications of company operations.
• Perform other duties as assigned by the Manager.

Qualifications

• Experience servicing personal accounts in an insurance agency.
• Thorough knowledge of personal lines coverages and markets.
• Experience with automated agency management systems.
• Active Massachusetts Producer license or ability to obtain within six months.
• Strong organizational, interpersonal, and communication skills; team-oriented.

Additional Details

Department: Account Management & Service

Experience Required: 1-2 years

Travel: Minimal

Education: High school diploma or equivalent

Equal Opportunity Statement

HUB International is an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on race, ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, veteran status, or any other protected characteristic.

Contact & Accessibility

If you require accommodations or assistance with the application process, please contact [e-mail]. This contact is for accessibility requests only.