Senior Account Manager, Private Client Group

About HUB:

HUB International is a 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 650 offices across the United States Canada and Puerto Rico with more than 20000 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.

Job Duties

• Manage a sophisticated book of personal lines business for affluent individuals and families exercising independent judgment autonomy and decision-making.
• Conduct annual account reviews and client meetings to assess coverage adequacy identify exposures and recommend program enhancements.
• Collaborate closely with Producers and internal HUB colleagues on all aspects of client service marketing and renewals while adhering to HUBs best practices and procedures.
• Oversee preparation documentation and processing of all policy transactions with accuracy and attention to detail.
• Develop a deep understanding of each clients insurance objectives and critically analyze insurance plans to ensure suitability and comprehensive protection.
• Serve as the primary liaison between clients and carriers proactively resolving service billing and claims issues.
• Identify opportunities for program improvement account rounding and cross-selling to enhance client relationships and support departmental growth goals.

Qualifications

• 5 years of experience in Personal Lines Account Management with at least 3 years in the high-net-worth or Private Client segment.
• Experience with high-net-worth insurance carriers such as Chubb PURE Private Client Select Cincinnati Berkley One and Vault.
• Proven ability to manage complex insurance portfolios including admitted and non-admitted policies with discretion and professionalism.
• Strong technical knowledge of personal lines coverages and endorsements.
• Exceptional communication interpersonal and problem-solving skills.
• Proficiency in Microsoft Office and agency management systems (preferably Applied Epic).
• Ability to work collaboratively in a fast-paced team-oriented environment.
• Current Texas General Lines Property & Casualty license required
• High School diploma or equivalent; AA and/or college degree preferred.

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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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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