Traverse City, MI, United States of America
11 hours ago
Private Client Group (PCG) Account Manager, Marine Insurance

About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About Global Marine:

​We are dedicated to providing insurance coverage to the boating community, focusing on yacht, boat and marine insurance. Global Marine began offering boat insurance in 1989 and is now one of North America’s leading marine insurance agencies. Headquartered in Traverse City, Michigan, our clients appreciate our depth of experience, special relationships with carriers, and enthusiasm for boating.

About the Role:

PCG (Private Client Group) Account Manager: The PCG Account Manager manages and oversees the services policies for Global Marine’s high net worth clients, or clients with hull values of $1.5 million and above

Scope of Responsibilities:

New Business: Review new business policies for accuracy, update information and attach PDF in Navigator, prepare new policy for mailing along with any other applicable paperwork

Renewals: Pull renewals from appropriate companies, update renewal information and attach PDF in Navigator, prepare renewal for mailing along with any other applicable paperwork.

Shop Markets: Upon renewal, shop markets if necessary for price & coverage.  Communicate with the producer, the client or broker, and the carrier.

Endorsements Process all endorsements, diary information, follow-up if necessary, answer questions/concerns for client.

Assist: With PCG accounts or non PCG accounts that require immediate attention that can include, but is not limited to, bind requests, send broker and/or insured paperwork.

Payments: Upon notification from accounting that an account is past due, contact the insured and/or broker via phone and/or email for payment.

Other: Assist with non PCG new business processing, application processing and policy issuance when time allows. Perform other job duties as they may be assigned.

Documentation: All files must be documented.

Internal Calls: Take calls from the recreational marine service team and answer questions.

External Calls: Answer calls from clients and/or brokers

Desired Skills & Experience:

Minimum of three years insurance experience

Property & Casualty license is a required to be considered

Demonstrated strong decision-making ability

Excellent communication skills, both verbal and written to communicate with our high net-worth clients/brokers

Ability to multi-task effectively and handle a fast-paced business environment

Flexibility with daily tasks

Fast and accurate typing skills

Goal oriented

Strong ability to organize and prioritize

Sales experience a plus

3 years minimum service experience

Knowledge of Surplus Lines is a must

Self-disciplined individual

Excellent computer skills including Outlook

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $58,000-$68,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s 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.

#SPG

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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.

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