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HUB International · 13 hours ago

Senior Account Manager - Surplus Lines

Wilmington, MA

Full-time

Onsite

Mid, Senior Level

$65K/yr - $70K/yr

5+ years exp

HUB International is the largest privately owned global insurance broker, providing a wide range of insurance and risk management services. They are seeking a Senior Account Manager - Surplus Lines to service personal insurance accounts, focusing on organic growth and retention while developing relationships with clients and preparing policy quotes.

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

Call out on lost business 2a/LPR

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

Qualification

Personal accounts servicingPersonal lines coveragesMassachusetts Producer licenseAgency management systemOrganizational skillsInterpersonal skillsCommunication skillsAttention to detailCustomer focused