Private Client Account Manager
Private Client Account Manager
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Job Description
About HUB International
HUB International is a top 5 global insurance broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. HUB has more than 600 offices across the United States Canada and Puerto Rico with more than 18000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.
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 evolves 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.
Job Duties:
- Manages a book of insurance business including personal lines accounts for affluent clients while acting with a degree of independent discretion autonomy and decisionmaking.
- 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 HUBs 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 followsup on crossselling opportunities when appropriate.
Qualifications:
- Experience working with high net worth insurance carriers including Chubb is preferred
- Experienced working with large Personal Linesaccounts 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 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; AA and/or college degree preferred.
- Current with all necessary CE credits in required lines and states.
- Holds current Texas General Agents License
#LIKP1
Department Account Management & ServiceRequired Experience: 25 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
Manager
Employment Type
Full-Time
