Personal Insurance Account Manager

2 days ago

MA United States HUB International Full time
About HUB International

We are 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.

Job Summary

We are seeking an experienced Account Executive to join our team at HUB International. As an Account Executive, you will be responsible for servicing assigned high net worth/private client group personal insurance accounts, developing new business, and contributing to meeting departmental production goals.

Key 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.
  • Complete annual client reviews for all Private Client Group clients with revenues of $3,000 and above and conduct in person reviews with clients with revenues of $5,000 and above.
  • Work closely with commercial producers who may be connected with these accounts and keeping them apprised of major issues or changes to the personal insurance program.
  • 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.
Requirements
  • Five years of related experience with high net worth personal insurance accounts.
  • Thorough knowledge of personal lines coverages and markets with particular knowledge of the high valued market place.
  • Producer's license.
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
About HUB International

HUB International Limited 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.

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com.

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