Personal Lines Account Manager - Private Client

Personal Lines Account Manager
- Private Client

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

HUB believes in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package
  - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

The Person al Lines Account Manager
- Private Client manages a book of high-net-worth insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our VIP clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in obtaining, maintaining, and expanding business.

May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. This role is focused on growth and retention of the private client book of business.

Essential duties and responsibilities include:

• Making decisions on books of insurance business for which the incumbent is responsible.
• Working closely with producers, brokers, and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB's best practices and standard procedures.
• Overseeing the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Acquiring understanding of clients' insurance objectives, critically analyzing and comparing insurance plans to determine suitability.
• Staying abreast of changes in the insurance industry and other external conditions that may impact their clients.
• Making appropriate recommendations to clients in response to those changes independent of manager approval.
• Acting 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.
• Troubleshooting claims and billing issues.
• Responsible for overall retention of accounts in assigned book of business.
• Developing new business from existing accounts and assigned leads and contributing to meeting departmental production goals.
• Identifying and following-up on cross-selling opportunities when appropriate.
• Managing, organizing, and conducting client meetings, virtually or in-person, when necessary.
• Appropriately documenting conversations with clients and carrier representatives and updating all HUB computer systems and automated agency management systems when necessary.
• Ensuring the accuracy of data in those systems.
• Performing other duties and projects as assigned
• Attending industry related continuing education training and courses.

To perform this job successfully, the incumbent must be able to perform each…