Private Client Account Manager

Job Description

Summary:

We are seeking a Senior Account Manager experienced in servicing high-net-worth accounts to join our growing Personal Lines team! As a Senior Account Manager, your primary responsibilities will be servicing and maintaining existing accounts in our Personal lines department. Additionally, you may be expected to upsell clients on additional lines where possible.

In this role, you will:

• Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making

• Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues

• Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

• Make major decisions independent of manager approval on the book for which you are responsible

• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

• Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability

• Stay abreast of changes in the insurance industry and other external conditions that may impact their clients; make appropriate recommendations to clients in response to those changes independent of manager approval

• Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve

• May also negotiate with underwriters and carriers

• Troubleshoot claims and billing issues

• Responsible for overall retention of accounts in assigned book of business

• Develop new business from existing accounts and assigned leads, and contribute to meeting departmental production goals; identify and follow-up on cross-selling opportunities when appropriate

• Manage, organize, and conduct client meetings when necessary

• •Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary; ensure the accuracy of data in those systems

• Travel on company business as required

• Prepare reports for management as required

• Mentor and support Account Managers as needed

• Attend industry related continuing education training and courses

What you offer us:

• 3-7 years of experience and demonstrated proficiency in an insurance account management

• Agency experience is preferred

• Preferably prior experience with high net work accounts

• High School diploma or equivalent required

• Currently licensed in good standing in required lines and states

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

• Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)

• Excellent written and verbal 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 system(s)

• Ability to work in a team environment

What we offer you:

• A rewarding job that helps local businesses in the community

• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

• Generous time-off policies

• A work/life balance because that’s important for all of us

• Learn from the expertise of your coworkers

• Growth- HUB is growing, and so can your career

• Be part of a motivated team

• Additional benefits based on qualifications of applicant

• The compensation for this role ranges $70,000+ annually, depending on experience

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why Choose HUB?

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