Growth-Focused Personal Insurance Account Manager

Hub International; Gardner (MA); On-site; USD 55,000 - 68,000; Full time

Job summary

HUB International is seeking a dedicated professional to service assigned personal insurance accounts in alignment with company policies. You will review accounts for coverage and limits, build client relationships, and develop new business from existing leads to help achieve departmental goals.

The role requires experience with personal lines, knowledge of markets, and a Massachusetts Producer license, along with strong organizational and communication skills to work well in a team.

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, i.e. applications, invoices, forms.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.

Skills

Personal lines knowledge

Client relations

Communication skills

Teamwork

Education

Massachusetts Producer license

Tools

Agency management system

Job description

HUB International is seeking a dedicated professional to service assigned personal insurance accounts in alignment with company policies. You will review accounts for coverage and limits, build client relationships, and develop new business from existing leads to help achieve departmental goals.

The role requires experience with personal lines, knowledge of markets, and a Massachusetts Producer license, along with strong organizational and communication skills to work well in a team.