Private Client Account Manager
About Hub
HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, HUB focuses on providing peace of mind through tailored insurance solutions.
The Opportunity
The Private Client Group Account Manager manages new and existing affluent personal insurance clients through risk analysis, coverage comparison, and other proactive client services. The role requires an energetic, service-focused, pro-active, and self-motivated individual, preferably with experience in affluent or high-net-worth books of business.
Duties & Responsibilities
- Service day-to-day client needs including answering phone calls, emails, and other communications related to coverage questions, policy changes, payments, cancellations, etc.
- Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the client where applicable, and invoicing.
- Regularly review client exposures, loss analysis, and design an insurance program that best meets the client’s needs.
- Maintain a high level of client confidentiality and professionalism.
- Develop relationships with centers of influence, including wealth managers, attorneys, realtors, and business owners, with the goal of obtaining new clients.
- Absorb and make necessary changes to their insurance plan during annual client reviews.
- Aid producers in preparing proposals, quotes, and unique coverage solutions and attend client meetings.
- Available to receive client calls and make changes on their insurance policies.
- Work effectively and efficiently with other team members including Producers, Assistant Account Managers, and other Private Client Group Advisors.
Qualifications
- P & C Insurance Producer License Required
- Four or more years insurance brokerage or property casualty insurance experience in account management role preferred
- Exceptional customer service skills, preferably with affluent or high-net-worth clients
- Strong reading comprehension and analysis skills
- Strong data entry skills
- Strong written and oral communication skills
- Strong organization and follow-up skills
- Ability to effectively work in a team environment
- Proficient in Word, Excel, Outlook, and internet utilization
- Applied EPIC Agency Management System experience preferred but not required
Working Conditions And Physical Demands
The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Why Choose HUB?
At HUB, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. We provide continuous opportunities for growth and development, and we are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time.
Department
Account Management & Service
Required Experience
2-5 years of relevant experience
Required Travel
No Travel Required
Required Education
High school or equivalent