Personal Insurance Account Manager - Client Advisory Team Potential for Hybrid Work
Personal Insurance Account Manager - Client Advisory Team Potential for Hybrid Work
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Salary Not Disclosed
1 Vacancy
Job Description
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 14000 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 clients 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
*LIJS
Department Account Management & ServiceRequired Experience: 12 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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 veterans 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 Policy
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Required Experience:
Manager
Employment Type
Full-Time
