Private Client Account Manager

Hub International • San Antonio, TX

81d

About The Position

The Private Client Account Manager works collaboratively with the Producers and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Requirements

• Experienced working with large Personal Lines accounts and affluent clients is required.
• Experience and demonstrated proficiency in an insurance Account Management role.
• Excellent oral and written English communications skills.
• Superior customer service and problem solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• High School diploma or equivalent; AA and/or college degree preferred.
• Current with all necessary CE credits in required lines and states.
• Holds current Texas General Agents License.

Responsibilities

• Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree of independent discretion, autonomy, and decision-making.
• Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.

Benefits

• Significant opportunity for advancement.
• Diverse, challenging work environment with financial security and career satisfaction.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees