Private Client Account Manager
Job Location:
Bothell, WA - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
ABOUT HUB:
In a rapidly changing world HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds 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.
THE OPPORTUNITY:
The Private Client GroupAccount Managermanagesnew and existing affluent personal insurance clients through risk analysis coveragecomparisonand other pro-active client services.Rolerequiresan energetic service-focusedpro-activeandself-motivated individual preferably experienced with affluent or high-net-worth books of business.They may work independentlyor/andas part of a team to provide client advocacy client retention write new client accounts or lines of coverage as needed.Responsible to follow our best practices and broker standards.
DUTIES & RESPONSIBILITIES:
Service day to day client needs including fielding phone calls email and other communicationrelativeto coverage questions policy changes payments cancellations etc.
Manage the execution of all aspects of client renewal process including obtaining updated information marketing terms and pricing negotiation quote review presentation of renewal numbers to the client where applicable and invoicing
Regularly review client exposures loss analysis and design an insurance program that best meets the clientsneeds.
Complete annual client reviews updating client risk exposures and making necessary changes to their insurance plan.
Develop relationships with centers of influence including wealth managers attorneys realtors and business owners with the goal of obtaining new clients.
Maintaina high levelof client confidentiality and professionalism.
Assistproducers with preparing proposals quotes and unique coverage solutions and attend client meetings.
Available to receive client calls and make changesontheir insurance policies.
Work effectively and efficiently with other team members includingProducersAssistantAccountManagersand other Private Client Group Advisors.
QUALIFICATIONS:
P & C Insurance Producer License Required
High School or equivalent
Fouror moreyears insurance brokerage or property casualty insurance experience in account management role preferred
KNOWLEDGE / SKILLS / ABILITIES:
Exceptional customer service skills preferably with affluent or high-net-worth clients
Strong reading comprehension and analysis skills
Strong data entry skills
Strong written and oral communication skills
Strong organization and follow up skills
Ability to effectively work in a team environment
Proficient in Word Excel Outlook and internetutilization
Applied EPIC Agency Management System experience preferred but notrequired
WORKING CONDITIONS AND PHYSICAL DEMANDS:
The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
While performing the duties of this job the employeeis regularly required tosit; use hands fingers and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision oncomputermonitor.
WHY CHOOSE HUB
Throughout our network of more than 450 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 employeesandprovide continuous opportunitiesfor 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 thatarerooted 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.
HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at Policy
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 US Recruiting Team toll-free at or. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
The expected salary range for this position is $80000 - $95000k depending on geographical location 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.
#LI-JD1
LIKE US SO FAR
Take the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. Apply online today!
Department Account Management & ServiceRequired Experience: 2-5 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.
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
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
