Private Client Account Manager

HUB International•Pullman, WA

5d•$80,000 - $95,000•Onsite

About The Position

The Private Client Group Account Manager manages new and existing affluent personal insurance clients through risk analysis, coverage comparison and other pro-active client services. Role requires an energetic, service-focused, pro-active, and self-motivated individual, preferably experienced with affluent or high-net-worth books of business. They may work independently or/and as part of a team to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Responsible to follow our best practices and broker standards.

Requirements

P & C Insurance Producer License Required
High School or equivalent
Four or more years insurance brokerage or property casualty insurance experience in account management role preferred
Exceptional customer service skills, preferably with affluent or high-net-worth clients
Strong reading comprehension and analysis skills
Strong data entry skills
Strong written and oral communication skills
Strong organization and follow up skills
Ability to effectively work in a team environment
Proficient in Word, Excel, Outlook, and internet utilization

Nice To Haves

Applied EPIC Agency Management System experience preferred but not required

Responsibilities

Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the client where applicable and invoicing
Regularly review client exposures, loss analysis, and design an insurance program that best meets the clients’ needs.
Complete annual client reviews, updating client risk exposures and making necessary changes to their insurance plan.
Develop relationships with centers of influence, including wealth managers, attorneys, realtors, and business owners with the goal of obtaining new clients.
Maintain a high level of client confidentiality and professionalism.
Assist producers with preparing proposals, quotes, and unique coverage solutions and attend client meetings.
Available to receive client calls and make changes on their insurance policies.
Work effectively and efficiently with other team members including Producers, Assistant Account Managers and other Private Client Group Advisors.