Personal Lines Account Manager - Private Client
HUB International Limited (“HUB”) is a leading global insurance and employee benefits broker, offering property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. With over 21,000 employees in 600+ offices across North America, HUB has grown through industry-leading success in mergers and acquisitions.
About the role
The Personal Lines Account Manager - Private Client manages a book of high-net-worth insurance business with a high degree of independent discretion, autonomy, and decision-making. This role focuses on growth and retention of the private client book of business while providing professional, courteous service to VIP clients, carrier representatives, underwriters, business partners, and HUB colleagues.
Responsibilities
- Makes independent decisions on books of insurance business for which the incumbent is responsible.
- Works closely with producers, brokers, and other HUB personnel on client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures.
- Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
- Analyzes clients’ insurance objectives, compares insurance plans, and makes recommendations based on industry changes.
- Stays updated on changes in the insurance industry and external conditions impacting clients.
- Acts as liaison between clients and insurance carriers to resolve complex service issues, negotiate with underwriters, and troubleshoot claims and billing problems.
- Ensures overall retention of accounts in the assigned book of business.
- Develops new business from existing accounts and assigned leads, contributing to departmental production goals.
- Identifies and follows up on cross-selling opportunities.
- Manages, organizes, and conducts client meetings, virtually or in-person.
- Documents conversations with clients and carrier representatives and updates HUB computer systems and agency management systems accurately.
- Attends industry-related continuing education training and courses.
- Performs other duties and projects as assigned.
Requirements
- Excellent oral and written English communication skills.
- Superior customer service and problem-solving skills.
- Proficiency with computer systems, including Microsoft Office and automated agency management systems.
- Ability to work in a team environment.
- Ability to work a regular, full-time schedule at HUB’s facility(s) and travel on business when required.
- EPIC experience is a plus.
- FL 2-20 or 20-44 P&C License with all necessary continuing education credits in required lines and states.
Qualifications
- 5-7 years of relevant experience.
- High school diploma or equivalent.
Benefits
- Competitive salaries and benefits.
- Medical, dental, and vision insurance, plus 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.
- Generous PTO package (vacation, holiday, sick, and personal time off).
- Work/life balance initiatives.
- Employee engagement events.
- Opportunities for career growth within a motivated, winning team.
- Community support and involvement through HUB Gives.