- 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.
- 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.
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Account Manager - South Hadley, United States - Hub International
Description
About HUB
Join our Stevie Award Winning Team at HUB International
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 help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
We currently have an opportunity for an Account Manager - Client Advisory Team . The selected employee will be responsible for servicing assigned personal insurance accounts in accordance with the practices, policies and procedures of the Company.
Responsibilities:
Qualifications:
*LI-JS
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
EEOAA Policy
E-Verify Program
Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.
