Full-Time

Personal Insurance Account Manager

Client Advisory Team

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Junior, Mid

Burlington, MA, USA

Requires an Active Massachusetts Producer license.

Category
Customer Success Management
Inside Sales
Sales & Account Management
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.
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.
  • Other responsibilities as assigned by Manager.

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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