Private Client Account Manager

Hub International Insurance•Houston, TX

About The Position

The Private Client Account Manager manages a book of insurance business, including personal lines accounts for affluent clients, exercising independent discretion and decision-making. The role works with clients to review insurance programs and recommend improvements, and collaborates with Producers and other HUB personnel on client service, marketing, and renewals. It also oversees account transactions and processing, evaluates the suitability of insurance plans, serves as a liaison between clients and carriers, and addresses claims and billing issues. The account manager supports business growth through existing accounts and assigned leads, contributes to departmental production goals, and identifies cross-selling opportunities.

Requirements

Experience working with high-net-worth insurance carriers, including Chubb.
Experience working with large Personal Lines accounts and affluent clients.
Experience and demonstrated proficiency in an insurance Account Management role.
Excellent oral and written English communication skills.
Superior customer service and problem-solving skills.
Proficiency with computer systems, including Microsoft Office and automated agency management systems.
Ability to work in a team environment.
High school diploma or equivalent.
Current with all necessary continuing education credits in required lines and states.
Current Texas General Agents License.

Nice To Haves

Associate degree and/or college degree preferred.

Responsibilities

Manage a book of insurance business, including personal lines accounts for affluent clients, with independent discretion and decision-making.
Prepare annual review reports and conduct client meetings to review insurance programs and recommend improvements.
Work with Producers and other HUB personnel on client service, marketing, and renewals while following HUB best practices and procedures.
Oversee preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.
Understand clients’ insurance objectives and analyze and compare insurance plans to determine suitability.
Liaise between clients and insurance carriers to resolve service issues; negotiate with underwriters and carriers when appropriate.
Troubleshoot claims and billing issues.
Develop new business from existing accounts and assigned leads, and contribute to departmental production goals.
Identify and follow up on cross-selling opportunities when appropriate.