Private Client Account Manager

Job Duties

• Manages a book of personal line insurance business focused on affluent clients.
• Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.
• Works closely with sales producer and other HUB team members on all aspects of client service, marketing, and renewal 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.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.

Qualifications

• Experience working with high net worth insurance carriers.
• Experience working with large Personal Lines accounts and affluent clients.
• Experience and demonstrated proficiency in an insurance Account Management role.
• Excellent oral and written communications skills.
• Superior customer service and problem solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• High School diploma or equivalent; college degree preferred.
• Holds current Texas General P&C License.

Department Account Management & Service Required Experience

• 2-5 years of relevant experience required.

Required Travel

• No travel required.

Required Education

• High school or equivalent.

Benefits

Competitive and flexible benefits options that evolve as your needs change over time.

Pay

N/A

Schedule

N/A

Skills

Superior customer service and problem solving skills.

Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.

Benefits

Financial security and career satisfaction.

EEO Statement

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

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