Affluent Private Client Insurance Manager

HUB International; San Antonio, Northern (TX, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

HUB International in San Antonio, TX is seeking an experienced Personal Lines Account Manager to handle a book of affluent clients and coordinate with carriers for optimal coverage and service.

You will review client programs, support renewals, and seek cross-selling opportunities while upholding HUB’s standards and best practices. Texas P&C license required, 2–5 years of relevant experience, on-site role.

Qualifications

• Experience in Account Management for high net worth personal lines accounts.
• Excellent oral and written communication skills.
• Strong customer service and problem-solving abilities.
• Experience with farm & ranch accounts and middle market accounts is highly desired.

Responsibilities

• Manages a book of personal line insurance for affluent clients with independence and discretion.
• Prepares annual review reports and conducts client meetings to review the program and recommend improvements.
• Collaborates with sales producers and HUB team on service, marketing and renewals.

Skills

Account management

High net worth

Personal lines

Customer service

Education

High School diploma or equivalent

Texas General P&C License

College degree preferred

Tools

Microsoft Office

Agency management systems

Job description

HUB International in San Antonio, TX is seeking an experienced Personal Lines Account Manager to handle a book of affluent clients and coordinate with carriers for optimal coverage and service.

You will review client programs, support renewals, and seek cross-selling opportunities while upholding HUB’s standards and best practices. Texas P&C license required, 2–5 years of relevant experience, on-site role.