Private Client Group Account Manager

Hub International Insurance•Traverse City, MI

17h•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. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics. Global Marine has a reputation for careful underwriting of each risk, and the ability to place cost effective and comprehensive coverage for your client’s watercraft and yacht needs. In addition to marine related expertise, GMIA also has placement solutions for your client’s RV/Motorcoach risks that fall outside of the standard market. Global Marine offers extensive boat insurance across all 50 states, keeping boaters afloat from the Pacific to the Atlantic, and all the lakes in between. Being boaters ourselves, we understand the value in spending a day aboard your vessel free from worry. At Global Marine Insurance Agency, we take pride in our customer service and are ready to help you. We value every agent and client that selects us for their boat and yacht insurance needs, that’s why we don’t offer “one size fits all” policies. Our team of underwriters will take the time to speak with you to understand your specific needs based on geographic location, equipment, and time of year among other factors for the best coverage combination.

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
2-5 years of relevant experience
Some college (no degree)

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.
Upon renewal, shop markets if necessary for price & coverage. 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.