Private Client Assistant Account Manager, Personal Insurance Potential for Hybrid Work

Discover a Career That Empowers You Join HUB International!

At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.

Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.

We currently have an opportunity for an Assistant Account Manager to join our Private Client Personal Lines team in our Rockville MD office.

The selected individual will be responsible for servicing assigned personal insurance accounts in accordance with the practices policies and procedures of the Company.

Job Responsibilities:

• 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.
• Gather information from clients and prepare applications regarding new and/or renewal coverage.
• Prepare policy quotes based on clients needs rates and coverages.
• Prepare all transactions for assigned accounts i.e. applications invoices forms.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• 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.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Address and resolve carrier claim challenges with support from the HUB claims team.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
• Other responsibilities as assigned by Manager.

Qualifications:

• High School diploma or equivalent; AA and/or college degree preferred.
• Previous insurance experience related to property and casualty account management preferred with focus on complex/private client risks is preferred.
• 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.

Culture & Belonging Employee Networks:

At HUB inclusion isnt just a core value its a shared commitment. Were building a workplace where every voice is heard every person is respected and everyone can show up as their authentic self.

One of the easiest ways to get involved is by joining one of our Culture & Belonging Employee Networks communities where connection support and impact come to life.

Currently we have the following networks:

• HUB Women Network
• HUB Black Inclusion Network
• Asian Pacific Islander Network
• Hispanic Network
• HUB Young Professional Enrichment (HYPE)
• Indigenous Network
• Pride Network
• Military Veterans/Military Spouses & Families Network

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

• Talent the attraction recruitment and hiring of the best diverse talent;
• Culture creating a culture of Inclusion and Belonging; and
• Community having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

The expected salary range for this position is $28.20 to $35.90 hourly 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 such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

Apply today!

*LI-AM

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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