Insurance Account Manager

15 hours ago


Gardner, Massachusetts, United States 5HB Hub International New England, LLC Full time

About HUB International New England, LLC

We are a leading insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Account Manager Role

We are seeking an experienced Account Manager to join our team. As an Account Manager, you will be responsible for servicing assigned personal insurance accounts in accordance with the practices, policies and procedures of the Company.

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.
  • 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:

  • 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.

HUB International New England, LLC is an equal opportunity and affirmative action employer



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