Private Client Account Manager - Personal Lines

About HUB International

HUB International is a global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 18,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Why Choose HUB? 
Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. 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. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

•    are seeking a progressive work environment at a rapidly growing organization
•    have a desire to help others protect their future
•    have an entrepreneurial spirit and are challenged by the opportunity to grow the business 
•    are focused on learning and development to enhance your industry knowledge and expertise
•    are a self-starter willing to invest time and energy to learn the technical aspects of our business
•    believe in integrity and building success by developing relationships with others

Private Client Account Manager

This role manages a book of business for affluent personal lines clients, handling policy reviews, client meetings, and insurance recommendations. It involves working with producers and internal teams on client service, marketing, and renewals while ensuring adherence to company standards. Responsibilities include policy processing, resolving service issues with carriers, troubleshooting claims and billing, and identifying cross-selling opportunities. The position also focuses on retaining and growing accounts to meet production goals.

Job Responsibilities:

• Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree of independent discretion, autonomy, and decision-making.

• Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements. 

• Works closely with Producers and other HUB personnel 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:

• 3 years insurance agency experience with 3 years insurance sales experience

• Experience working with high-net-worth insurance carriers, including Chubb, Pure, Cincinnati and AIG are preferred

• Experienced working with large Personal Lines accounts and affluent clients preferred

• Experience and demonstrated proficiency in an insurance Account Management role. 

• Excellent oral and written English communications skills.

• Superior customer service and problem-solving skills.

• Demonstrated proficiency with Microsoft Office and Epic agency management systems.

• Ability to work in a positive team environment.

• High School diploma or equivalent; AA and/or college degree preferred.

• Current with all necessary CE credits in required lines and states.

• Holds current New Mexico P&C Agents License

• Hybrid work schedule; must be in office minimum of three days weekly.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

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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