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Senior Account Manager
2 months ago
About HUB International
HUB International is a leading global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
We are a fast-paced and entrepreneurial team environment, supported by over 14,000 professionals in 500 offices across North America.
Our Team Culture
We believe in empowering our employees and offer resources in both technology and industry expertise. Our structure enables our teams to maintain their own unique, regional culture.
Job Opportunity
We currently have an opportunity for a Senior Account Manager with our Client Advisory Team.
Key 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.
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.
- Strong attention to detail.
- Customer focused.
