Account Manager - Surplus Lines

About the role

Responsible for servicing assigned personal insurance excess/surplus lines 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.
• 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.

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 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
• E-Verify Program

Benefits

Additional Information

Discover a Career That Empowers You - Join HUB International! At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people. Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers - and a proud Stevie Award-winning workplace - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let's grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - HUB is the place for you. We are looking for an Account Manager to join our Personal Lines team on a Hybrid work schedule.

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