Account Manager - Private Client Group

Overview

Responsible for servicing assigned high net worth/private client group personal insurance accounts. Account rounding and the development of new business as appropriate and 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.
• 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 keep them apprised of major issues or changes to the personal insurance program.
• 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.

Qualifications

• 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.

Benefits

The expected salary range for this position is $88,500 - $115,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

Negligible

Required Education

High school or equivalent

About HUB International

HUB International is a thriving community of entrepreneurs driven by purpose and passion. We help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. 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. 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. HUB is the world’s largest insurance broker and a proud Stevie Award-winning workplace.

About the Role

We are looking for an Account Manager to join our Personal Lines team on a Hybrid work schedule.

Equal Opportunity Employer

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.