HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)
Account Manager - Client Advisory Team
HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.), East Longmeadow, Massachusetts, us, 01028
Account Manager - Client Advisory Team
Overview Responsible for servicing assigned personal insurance accounts in accordance with the practices, policies and procedures of the Company.
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.
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.
Qualifications
Experience servicing personal accounts within an insurance agency.
Thorough knowledge of personal lines coverages and markets.
Experience with an electronic agency management system.
Active Massachusetts Producer license.
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Department: Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E‑Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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Overview Responsible for servicing assigned personal insurance accounts in accordance with the practices, policies and procedures of the Company.
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.
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.
Qualifications
Experience servicing personal accounts within an insurance agency.
Thorough knowledge of personal lines coverages and markets.
Experience with an electronic agency management system.
Active Massachusetts Producer license.
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Department: Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E‑Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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