HUB International

Account Manager, Personal Insurance

HUB International

full-time

Posted on:

Origin:  • 🇺🇸 United States • Virginia

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Salary

💰 $21 - $28 per hour

Job Level

Junior

About the role

  • 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.

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 Property & Casualty Insurance license.
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
  • 1-2 years of relevant experience
  • Travel: Negligible
  • Education: High school or equivalent