Account Manager – Private Client Group
| Company | HUB |
|---|---|
| Location | Burlington, MA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- Three years of related experience with high net worth personal insurance accounts.
- Thorough knowledge of personal lines coverages and markets with particular knowledge of the high valued market place.
- Producer’s license.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
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.
- Complete annual client reviews for all Private Client Group clients with revenues of $3,000 and above, and conduct in person reviews with clients with revenues of $5,000 and above.
- Work closely with commercial producers who may be connected with these accounts and keeping them apprised of major issues or changes to the personal insurance program.
- 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.
Preferred Qualifications
-
No preferred qualifications provided.