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, our focus is 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 changes to client insurance policies as needed.
• 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?

• Competitive, exciting, and friendly work environment
• Continuous opportunities for growth and development
• Entrepreneurial culture fostering decision-making for customers and organization
• Investment in employee future
• Comprehensive benefit and total compensation packages

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

No travel required

Required Education

High school or equivalent