Private Client Account Manager

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s 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.

Why choose HUB?

Throughout our network of more than 530+ HUB offices across 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 employees and provide continuous opportunities for 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 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.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• 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

Here’s where you come in:

We are currently seeking an Account Manager to join our growing Private Client Personal Lines Insurance team. You’ll be servicing the day to day needs of our High Net Worth insureds and managing the executions of all aspects of the client renewal. Other tasks include:

• Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
• Handles account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
• Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible
• 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
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients; makes appropriate recommendations to clients in response to those changes independent of manager approval
• Provides service and cross-sells account products for clients in the high net worth marketplace
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve; may also negotiate with underwriters and carriers
• Troubleshoots claims and billing issues
• Responsible for overall retention of accounts in assigned book of business
• Manages, organizes, and conducts client meetings when necessary
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary; ensures the accuracy of data in those systems
• Prepares reports for management as required
• Attends industry related continuing education training and courses

You’re great at:

Ideally, you’ll be well versed in customer service for affluent clientele, with excellent verbal and written communications. You should also have at least 5 years personal insurance account management experience in the high net worth space and if you have worked with EPIC before that is a plus. Working with Microsoft Office products is a daily occurrence and strong knowledge in these applications will help.

Here’s what we can offer:

At HUB, we believe in giving our employees the room and space they need to do their job.  We believe in paying a fair wage with bonus opportunities and offering great benefits like:

• 401k plan where the Company matches 50% of the first 6% you contribute
• Paid parental leave
• Medical, dental, and vision options
• Robust wellness program
• Paid vacation, paid holidays, floating holidays and more!

The expected salary range for this position is $75,000 to $80,000 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.

We offer a large selection of benefits that are customizable to fit your personal needs – a portfolio of both comprehensive and affordable choices.

Our work environment encourages critical and independent thinking, problem-solving and project-management.  We trust our employees to make good decisions for our clients and we give them the space to do that.  Our work atmosphere is comfortable and offers a “dress for your day” policy as well as a flexible work schedule.

Life 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 & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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 veteran's 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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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