Demonstrates expertise in managing high-revenue accounts while providing professional insurance guidance and service. Capable of analyzing client needs, developing business opportunities, and leading client service initiatives in a dynamic insurance environment.

Highest-signal resume keywords

Insurance Sales ExperienceAccount ManagementClient Retention LeadershipMicrosoft Office ProficiencyBrokerage Experience

About the role

Key responsibilities & impact

Manage a book of business of key and high revenue-producing accounts
Provide professional insurance guidance, expertise, and service to clients
Develop and maintain relationships with carrier representatives, underwriters, business partners, and HUB colleagues
Review client coverage, exposure, and pricing and communicate recommendations
Develop new business from existing accounts and assigned leads
Provide regional concierge-level assistance for large accounts
Identify cross-sell and up-sell opportunities for HUB products and services
Apply insurance market, policy, claims, business environment, and risk mitigation knowledge to make independent decisions
Analyze clients’ insurance objectives and compare plans for suitability
Lead resolution of escalated service issues between clients and insurance carriers
Support, mentor, and train Account Managers and Account Representatives
Monitor insurance industry changes and recommend appropriate client actions
Lead client service, marketing, and renewal activities
Maintain account retention
Document client and carrier conversations and update HUB systems
Use HUB and industry resources and tools to serve clients
Travel on company business as required
Prepare management reports
Attend industry continuing education training and courses
Perform other assigned duties and projects

Requirements

What you’ll need

3+ years of experience in an insurance Sales or Account Management role in required lines is preferred
Brokerage experience is preferred
High School diploma or equivalent
AA and/or college degree preferred
Excellent oral and written English communications skills
Leadership experience and independent responsibility for client retention preferred
Ability to lead in a remote team environment
Demonstrated proficiency with computer systems, including Microsoft Office and automated agency management systems
Ability to travel on business when required
Currently licensed in good standing in required lines and states
Current with all necessary CE credits in required lines and states
Advanced professional designation highly desirable

Benefits

Comp & perks

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance
Employee engagement events
Opportunity to learn from top talent in the industry
Growth potential and career development
Community support and involvement through HUB Gives
Structured training, licensing support and ongoing development opportunities
Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
Generous paid time off, paid parental leave and a wellbeing program

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance Market KnowledgeRisk MitigationClient Coverage AnalysisPolicy ComparisonEscalated Service Issue Resolution

Soft Skills

Excellent Communication SkillsMentoring and TrainingRelationship DevelopmentIndependent Decision-MakingRemote Team Leadership

Tools & Technologies

Automated Agency Management SystemsHUB Systems

Certifications & Qualifications

Insurance LicenseContinuing Education CreditsAdvanced Professional Designation

Industry Keywords

Insurance BrokerageClient ServiceCross-SellingUp-SellingAccount Retention