Private Client Account Manager II

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profile Job Location:

Omaha, NE - USA

profile Monthly Salary: $ 60000 - 75000
Posted on: 18 days ago
Vacancies: 1 Vacancy

Job Summary

Are you a dynamic results-oriented professional seeking a challenging and rewarding career If so this role may be the perfect fit for you!

At HUB we value education innovation and continuous learning and were excited to support you on your career journey.

As Private Client Account Manager II you will serve as a trusted risk advisor to an assigned Private Client book of business ensuring tailored protection and exceptional service. Your focus will be on building strong client relationships delivering proactive support and maintaining retention.

What makes us different than all the rest

Our Vision:To be everywhere risk exists today and tomorrow. Helping protect what matters most.

Our Mission:To protect and support the aspirations of individuals families and businesses. To empower our employees to learn grow and make a difference in their communities.

Our Core Values:

  • Entrepreneurship:We encourage innovation and educated risk-taking.
  • Integrity:We do the right thing every time.
  • Teamwork:We work together to maximize results.
  • Accountability:We measure and take responsibility for outcomes.
  • Service:We serve customers communities and colleagues.

We are the perfect fit if you:

  • Are seeking a progressive work environment at a rapidly growing organization
  • 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

Your job responsibilities as a Private Client Account Manager II:

  • Collaborate with clients and sales executives to gather marketing data for new and renewal quotes.
  • Obtain and negotiate quotes from carriers prepare detailed coverage analyses and advocate for clients to achieve the best outcomes.
  • Deliver exceptional service through accurate and timely processing of policy documents.
  • Identify and execute cross-sell and up-sell opportunities to expand client coverage.
  • Address and resolve carrier claim challenges with support from the HUB claims team.
  • Ensure receivables are maintained and proactively address past-due balances.
  • Stay informed on carrier systems billing and policy updates to provide top-tier client support.

Qualifications:

  • Bachelors degree or equivalent experience preferred.
  • Previous insurance experience related to property and casualty account management preferred with focus on complex/private client risks.
  • Proficiency in Epic or other insurance software is a plus.
  • An active or ability to obtain state property and casualty insurance license is required.
  • Strong verbal and written communication organizational and multitasking skills.
  • Ability to work independently in a fast-paced environment with minimal supervision.
  • Proficiency in Microsoft Office (Word Outlook Excel PowerPoint) or similar software.

Why Choose HUB

At HUB we believe in investing in the future of our employees and provide continuous opportunities for growth and 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.

When you join the team at HUB International you become part of 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.

Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20000 professionals in 600 offices across North America.

What we offer you:

  • A rewarding career helping local businesses in the community
  • Rewards for top performers
  • Medical/dental/vision/life insurance
  • Paid Parental Leave
  • Health Savings Account
  • 401k matching program
  • Voluntary insurance options
  • Life and disability Plans
  • A work/life balance because thats important for all of us
  • Opportunity to learn from the expertise of your coworkers
  • Growth- HUB is growing and so can your career
  • Ability to be part of a motivated winning team

By applying for a position with HUB International you understand that should you be made an offer it will be contingent on your undergoing and successfully completing a background check consistent with HUBs employment policies. Background checks may include some or all of the following based on the nature of the position: SSN validation education verification employment verification and criminal check & you will be notified during the hiring process which checks are required by the position.

The expected salary range for this position is $60000 - 75000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits and eligible bonuses equity and commissions for some positions.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelors degree (4-year degree)

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.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.


Required Experience:

Manager

Are you a dynamic results-oriented professional seeking a challenging and rewarding career If so this role may be the perfect fit for you!At HUB we value education innovation and continuous learning and were excited to support you on your career journey.As Private Client Account Manager II you will ...
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Key Skills

  • Customer Service
  • Client Expectations
  • Client Requirements
  • Client Support
  • Action Plans
  • Issue Resolution
  • Account Management
  • Client Relationships
  • Service Delivery
  • Client Service
  • Client Satisfaction
  • Client Management
  • Procedures
  • Service Level Agreements
  • New Clients

About Company

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HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.

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