Private Client Placement Coordinator

HUB International•Downers Grove, IL

3d•$55,000 - $60,000•Onsite

About The Position

HUB is seeking a Private Client Placement Coordinator to join their inside sales team. This role is crucial for the placement of personal insurance risks and involves close collaboration with Producers to drive new business growth. The coordinator will assess client exposure, identify suitable carrier solutions, and implement effective placement strategies for both standard and complex personal insurance needs. This position is well-suited for individuals who excel in a fast-paced, detail-oriented setting, enjoy working with carrier partners, and are dedicated to ongoing learning and professional development, especially within the high-net-worth insurance sector.

Requirements

1-2 years of experience in a professional office environment; prior exposure to insurance, financial services, or other client-facing roles is a plus.
Foundational understanding of personal risk products, markets, and insurance carrier capabilities.
Ability to quickly learn and apply knowledge of personal insurance products, including those tailored to complex risks and affluent individuals.
Highly organized with the ability to prioritize multiple tasks and meet deadlines in a fast-paced, high-volume environment.
Exceptional interpersonal and communication skills, with the ability to build and maintain effective working relationships.
Interest in personal insurance and motivation to develop expertise in high-net-worth risk management.
Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
Bachelor’s degree preferred, or equivalent combination of education and professional experience.
Active Property & Casualty license required (or ability to obtain shortly after hire).

Responsibilities

Deliver courteous, high-quality service to clients, carriers, and HUB colleagues throughout the placement process.
Assess client risk profiles and develop targeted market approaches based on carrier appetite, ensuring optimal coverage solutions tailored to client needs.
Collaborate with Producers to manage new business placement, marketing strategy, and carrier negotiations in accordance with HUB best practices.
Manage all internal processing related to new business, including policy issuance and onboarding clients with HUB.
Take on increasingly complex personal risks with growing independence, while continuing to build technical knowledge and market insight.
Manage workload independently, with accountability for deadlines, priorities, and high-level service standards.
Provide backup support to other team members as needed; mentor, support, and help train new support staff.
Actively contribute to the team’s production goals through timely execution, attention to detail, and commitment to continuous improvement.