Private Client Group Account Manager

HUB International•Traverse City, MI

1d•$50,000 - $54,000•Onsite

About The Position

The PCG Account Manager manages and oversees the services policies for Global Marine’s high net worth clients, or clients with hull values of $1.5 million and above. This role involves managing new business policies, renewals, processing endorsements, assisting with urgent client needs, and handling payment follow-ups for past-due accounts. The position also includes taking internal and external calls related to PCG accounts and assisting with non-PCG new business processing when time permits. All files must be thoroughly documented.

Requirements

Minimum of three years insurance experience
Property & Casualty license is a must
Demonstrated strong decision-making ability
Excellent communication skills, both verbal and written to communicate with our high net-worth clients/brokers
Ability to multi-task effectively and handle a fast-paced business environment
Flexibility with daily tasks
Fast and accurate typing skills
Goal oriented
Strong ability to organize and prioritize
3 years minimum service experience
Knowledge of Surplus Lines is a must
Self-disciplined individual
Excellent computer skills including Outlook

Nice To Haves

Sales experience a plus

Responsibilities

Review new business policies for accuracy, update information and attach PDF in Navigator, prepare new policy for mailing along with any other applicable paperwork.
Pull renewals from appropriate companies, update renewal information and attach PDF in Navigator, prepare renewal for mailing along with any other applicable paperwork.
Shop markets if necessary for price & coverage upon renewal. Communicate with the producer, the client or broker, and the carrier.
Process all endorsements, diary information, follow-up if necessary, answer questions/concerns for client.
Assist with PCG accounts or non PCG accounts that require immediate attention that can include, but is not limited to, bind requests, send broker and/or insured paperwork.
Upon notification from accounting that an account is past due, contact the insured and/or broker via phone and/or email for payment.
Assist with non PCG new business processing, application processing and policy issuance when time allows.
Perform other job duties as they may be assigned.
All files must be documented.
Take calls from the recreational marine service team and answer questions or take transferred calls for PCG.
Answer calls from clients and/or brokers.