Private Client Account Manager II

Hub International•Omaha, NE

53d•$60,000 - $75,000

About The Position

Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we're excited to support you on your career journey. As Private Client Account Manager II, you will serve as a trusted risk advisor to an assigned Private Client book of business, ensuring tailored protection and exceptional service. Your focus will be on building strong client relationships, delivering proactive support, and maintaining retention. What makes us different than all the rest? Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most. Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities. Our Core Values: Entrepreneurship: We encourage innovation and educated risk-taking. Integrity: We do the right thing every time. Teamwork: We work together to maximize results. Accountability: We measure and take responsibility for outcomes. Service: We serve customers, communities and colleagues. We are the perfect fit if you: Are seeking a progressive work environment at a rapidly growing organization Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Are focused on learning and development to enhance your industry knowledge and expertise Are a self-starter willing to invest time and energy to learn the technical aspects of our business Believe in integrity and building success by developing relationships with others

Requirements

Bachelor's degree or equivalent experience preferred.
Previous insurance experience related to property and casualty account management preferred with focus on complex/private client risks.
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.

Nice To Haves

Proficiency in Epic or other insurance software is a plus.

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.
Address and resolve carrier claim challenges with support from the HUB claims team.
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.