HUB International · 3 months ago
Account Manager - Personal Surplus Lines
Norwell, MA
Full-time
Onsite
Entry, Mid Level
$52K/yr - $70K/yr
2+ years expHUB International is the largest privately owned global insurance broker, offering a wide range of insurance products and services. The Account Manager for Personal Surplus Lines will be responsible for servicing assigned personal insurance accounts, developing client relationships, and managing policy transactions to meet departmental goals.
Financial ServicesInsuranceInsurTechRisk Management
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 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
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
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
Qualification
Required
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
2-5 years of relevant experience
High school or equivalent
Benefits
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
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase