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Senior Account Manager
2 months ago
HUB International is a leading global insurance broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
As a member of our team, you will be part of a dynamic and entrepreneurial environment, supported by over 14,000 professionals in 500 offices across North America.
Job SummaryWe are seeking a Senior Account Manager to join our Personal Insurance team. The successful candidate will be responsible for servicing personal insurance accounts, with a focus on organic growth and retention.
Key Responsibilities- Review and analyze personal accounts for coverage, limits, and make recommendations to clients.
- Develop and maintain relationships with clients to ensure 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 for new and/or renewal coverage.
- Prepare policy quotes based on client needs, rates, and coverages.
- Prepare all transactions for assigned accounts, including applications, invoices, and forms.
- Call out on lost business and 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.
- 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.
HUB International is an equal opportunity and affirmative action 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.