Account Manager - Private Client Group

Join HUB International

Discover a career that empowers you join HUB International! At HUB International, we're more than just an insurance brokerage firm we're 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 don't stop there we also invest deeply in our people.

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

As one of the world's largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 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. Let's grow together. If you're 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.

Account Manager

We are looking for an Account Manager to join our Personal Lines team on a hybrid work schedule.

Overview:

Responsible for servicing assigned high net worth/private client group personal insurance accounts. Account rounding and the development of new business as appropriate and in accordance with the practices, policies and procedures of the Company.

Responsibilities:

• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Develop and maintain relationships with clients to ensure that all service needs are met.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
• Gather information from clients and prepare applications regarding new and/or renewal coverage.
• Prepare policy quotes based on client's 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.
• Complete annual client reviews for all Private Client Group clients with revenues of $3,000 and above, and conduct in person reviews with clients with revenues of $5,000 and above.
• Work closely with commercial producers who may be connected with these accounts and keeping them apprised of major issues or changes to the personal insurance program.
• May handle collections of premiums due.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• 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:

• Three years of related experience with high net worth personal insurance accounts.
• Thorough knowledge of personal lines coverages and markets with particular knowledge of the high valued market place.
• Producer's license.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

The expected salary range for this position is $88,500 - $115,000 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: 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.

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

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 at View email address on click.appcast.io. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.