Personal Insurance Account Manager - Client Advisory Team (Potential for Hybrid Work)

About HUB

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.

We currently have an opportunity for an Account Manager on our Client Advisory Team.  The selected employee will be responsible for servicing assigned personal insurance accounts,

SPECIFIC 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.

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 Producer license.

• Excellent organizational, interpersonal, communication skills and ability to work in a team environment

*LI-JS

Department Account Management & Service

Required Experience: 1-2 years of relevant experienceRequired Travel: No Travel Required

Required Education: High school or equivalent

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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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