Full-Time

Personal Insurance – Senior Account Manager

Posted on 10/25/2024

HUB

HUB

5,001-10,000 employees

Senior

Worcester, MA, USA

Category
Customer Success Management
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
  • Strong attention to detail
  • Customer focused
Responsibilities
  • Service personal insurance accounts in accordance with the practices, policies, and procedures of the Company with focus on organic growth and retention.
  • 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.
  • Call out on lost business 2a/LPR.
  • 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.

Company Size

5,001-10,000

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for cyber insurance offers new product opportunities for Hub International.
  • Interest in ESG factors allows Hub to develop specialized insurance products and services.
  • Expansion of the gig economy increases demand for tailored insurance solutions, benefiting Hub.

What critics are saying

  • Increased competition from firms like Marsh & McLennan may impact Hub's market share.
  • Integration of acquisitions like C&L Marine Insurance poses operational and cultural challenges.
  • Economic instability in North America could affect Hub's financial performance in new regions.

What makes HUB unique

  • Hub International's strategic acquisitions enhance its marine insurance capabilities in Florida.
  • The firm strengthens its retirement and wealth management services with key hires in Tennessee.
  • Hub's appointment of Carol Murphy boosts its casualty insurance expertise and leadership.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Paid Vacation

Flexible Work Hours

Professional Development Budget

Conference Attendance Budget

Unlimited Paid Time Off

Mental Health Support

Wellness Program

Phone/Internet Stipend

Home Office Stipend

Company News

PR Newswire
Mar 10th, 2025
Hub International Strengthens Marine Insurance Capabilities With Acquisition Of Cl Marine Insurance In Florida

CHICAGO, March 10, 2025 /PRNewswire/ -- Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of Scott Costolo, Inc. d/b/a C&L Marine Insurance (C&L Marine Insurance). Terms of the transaction were not disclosed.Headquartered in Boca Raton, Florida, C&L Marine Insurance is an independent firm specializing in marine insurance."We welcome Scott and his team to Hub," Chris Gardner, Chief Executive Officer of Hub Florida. "Scott's expertise will add value to our clients and help fuel growth in the region."Scott Costolo, President of C&L Marine Insurance, and the C&L Marine Insurance team will join HUB Florida.C&L Marine Insurance will be referred to as C&L Marine Insurance, a Hub International company.About Hub's M&A ActivitiesHub International Limited is committed to growing organically and through acquisitions to expand its geographic footprint and strengthen industry and product expertise. For more information on the Hub M&A experience, visit WeAreHub.com.About Hub InternationalHeadquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, Hub's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow

PR Newswire
Mar 7th, 2025
Hub International Acquires Retirement And Private Wealth Books Of Business In Tennessee

CHICAGO, March 7, 2025 /PRNewswire/ -- Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, has hired financial advisors Steven Glasgow and Jordan Sibler, and acquired their books of business. Terms of the transaction were not disclosed.With over 25 years of experience in retirement and wealth management services, Glasgow and Sibler have built a reputation for providing personalized strategies that help clients achieve their financial goals. Based in Nashville, Tennessee, they will join HUB Mid-South, where they will continue to serve clients with the same dedication and expertise."We're excited to welcome Steve, Jordan and their team to Hub," said Joe DeNoyior, President of Hub Retirement and Private Wealth. "They bring a collaborative approach that reinforces our mission to provide comprehensive, tailored financial strategies to individuals and businesses."Tony Leonard of MidCap served as financial advisor to Glasgow and Sibler.About Hub's M&A ActivitiesHub International Limited is committed to growing organically and through acquisitions to expand its geographic footprint and strengthen industry and product expertise. For more information on the Hub M&A experience, visit WeAreHub.com.About Hub InternationalHeadquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, Hub's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow

Life Insurance International
Mar 6th, 2025
Hub International purchases MIV Insurance

Hub International, a provider of insurance brokerage and financial services, has acquired the assets of Malloy Imrie & Vasconi Insurance Services (MIV Insurance).

Newswire
Mar 6th, 2025
Hub International Acquires Drayton Valley Insurance

Hub International Limited, a global insurance brokerage, has acquired Drayton Valley Insurance Agency in Alberta, Canada. The terms of the deal were not disclosed. Drayton Valley Insurance Agency, which offers personal and commercial insurance, will now operate as Drayton Valley Insurance Agency, a Hub International company. Owner Dale Jones and his team will join Hub Prairies.

PR Newswire
Mar 6th, 2025
HUB INTERNATIONAL ENHANCES PERSONAL AND COMMERCIAL INSURANCE CAPABILITIES WITH THE ACQUISITION OF DRAYTON VALLEY INSURANCE AGENCY IN ALBERTA

CHICAGO, March 6, 2025 /PRNewswire/ - Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired Drayton Valley Insurance Agency, Ltd. (Drayton Valley Insurance Agency).

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