Account Manager - Private Client Group

Account Manager – Personal Lines

Hybrid work schedule available.

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

• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Develop and maintain relationships with clients to ensure 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 for clients with revenues of $5,000 and above.
• Work closely with commercial producers who may be connected with these accounts and keep 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.

• 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 marketplace.
• Producer’s license.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Salary range: $88,500 – $115,000. Salary may be adjusted based on skills, experience, location and business line.

Benefits include health, dental, vision, life, disability insurance, FSA, HSA, 401(k) plans, paid time off (vacation, sick, personal), eligible bonuses, equity and commissions for some positions.

Account Management & Service.

• Education:
  
  High school or equivalent
• Experience:
  
  2-5 years of relevant experience
• Travel:
  Negligible

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.