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HUB International

Global insurance brokerage and risk management

Personal Lines Account Manager - Client Advisory Team

Insurance Sales & AgencyUpdated on Nov 2
Full-timeSouth Hadley, MA, USA

About the Job

Requirements

  • Experience servicing personal accounts within an insurance agency.
  • Thorough knowledge of personal lines coverages and markets.
  • Experience with an electronic agency management system.
  • An active Massachusetts Producer license.
  • Ability to work in a team environment.

Responsibilities

  • Review and analyze personal accounts for coverage and limits, and make appropriate recommendations to clients.
  • Develop and maintain client relationships to ensure service needs are met.
  • Develop new business from existing accounts and assigned leads, and contribute to departmental production goals.
  • Gather information from clients and prepare applications for new or renewal coverage.
  • Prepare policy quotes based on client needs, rates, and coverages.
  • Prepare transactions for assigned accounts, including applications, invoices, and forms.
  • Maintain accurate data in the agency management system.
  • May handle collections of premiums due.
  • Conduct business with an understanding of the Company's business and earnings implications.
  • Keep informed about industry changes and trends to anticipate and respond to profit objectives.
  • Perform other responsibilities as assigned by the manager.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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