Private Client Account Manager
HUB International
**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 20,000 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 Summary:**
The Private Client Account Manager works collaboratively with the Producers and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.
**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 decision-making.
+ 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 HUB’s 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 follows-up on cross-selling opportunities when appropriate.
**Qualifications:**
+ Experienced working with large Personal Lines accounts and affluent clients is required
+ 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
**Your Future with HUB:**
Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.
+ **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
If you value what we value, and like the perks along the way – Apply **TODAY** !
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Bachelor's 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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program (https://hubinternational.jobs/e-verify/)
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 HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Por favor confirme su dirección de correo electrónico: Send Email