Account Manager – Surplus Lines

HUB International

Account Manager in insurance brokerage managing personal insurance excess/surplus lines accounts. Develop relationships with clients and oversee policy transactions and renewals in a hybrid setup.

Posted 6/9/2026full-timeEast Longmeadow • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $106,666 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

personal insuranceexcess linessurplus linespolicy quotesdata accuracyendorsementspremium collectionsrenewal assessmentsbusiness developmentclient applications

Soft Skills

organizational skillsinterpersonal skillscommunication skillsteamworkclient relationship management

Tools & Technologies

agency management systemelectronic systems

Certifications & Qualifications

Active Producer license

Industry Keywords

personal lines coveragesinsurance agencyretail property casualty solutionsbusiness implicationsearnings implications

About the role

Key responsibilities & impact

Responsible for servicing assigned personal insurance excess/surplus lines accounts
Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients
Develop and maintain relationships with clients
Develop new business from existing accounts and assigned leads
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
Maintain the accuracy of data in the agency management system
Process endorsements that involve premium changes
Assess renewal book of business and coordinate the depopulation of clients who qualify for retail property casualty solutions
Handle collections of premiums due
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company

Requirements

What you’ll need

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

Benefits

Comp & perks

health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
paid-time-off benefits such as vacation, sick, and personal days
eligible bonuses, equity and commissions for some positions