Account Manager – Private Client Group

Hub International Insurance•Wilmington, MA

3d•$64,285 - $114,285

About The Position

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. We currently have an opportunity for an Account Manager to join our Personal Lines team . 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.

Requirements

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.

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 review s 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.