Personal Insurance - Senior Account Manager

Hub International - Spencer, MA

Full-time - Mid Level

Spencer, MA

10,001+ employees

Insurance Carriers and Related Activities

About the position

The Senior Account Manager at HUB International is responsible for servicing personal insurance accounts, focusing on organic growth and retention. This role involves developing and maintaining client relationships, analyzing accounts for coverage, and preparing policy quotes. The position requires a thorough understanding of personal lines coverages and the ability to meet departmental production goals while ensuring client satisfaction.

Responsibilities

• Service personal insurance accounts in accordance with the practices, policies, and procedures of the Company with focus on organic growth and retention.
• 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.
• Other responsibilities as assigned by Manager.

Requirements

• 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.