Private Client Assistant Account Manager, Personal Insurance - Potential for Hybrid Work

Hub International Insurance•Rockville, MD

4d•$28 - $36•Hybrid

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 Assistant Account Manager to join our Private Client Personal Lines team in our Rockville, MD office. The selected individual will be responsible for servicing assigned personal insurance accounts in accordance with the practices, policies, and procedures of the Company.

Requirements

High School diploma or equivalent; AA and/or college degree preferred.
Previous insurance experience related to property and casualty account management preferred with focus on complex/private client risks is preferred.
Proficiency in Epic or other insurance software is a plus.
An active or ability to obtain state property and casualty insurance license is required.
Strong verbal and written communication, organizational, and multitasking skills.
Ability to work independently in a fast-paced environment with minimal supervision.
Proficiency in Microsoft Office (Word, Outlook, Excel, PowerPoint) or similar software.

Responsibilities

Collaborate with clients and sales executives to gather marketing data for new and renewal quotes.
Obtain and negotiate quotes from carriers, prepare detailed coverage analyses, and advocate for clients to achieve the best outcomes.
Deliver exceptional service through accurate and timely processing of policy documents.
Identify and execute cross-sell and up-sell opportunities to expand client coverage.
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.
May handle collections of premiums due.
Ensure receivables are maintained and proactively address past-due balances.
Stay informed on carrier systems, billing, and policy updates to provide top-tier client support.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Address and resolve carrier claim challenges with support from the HUB claims team.
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.