Personal Lines Account Manager - Private Client

HUB International; Tallahassee (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salaries

Medical/dental/vision insurance

401k matching program

Generous PTO Package

Comprehensive Wellness Program

Job summary

A leading insurance brokerage in Tallahassee is seeking a Personal Lines Account Manager to manage high-net-worth clients. This role includes independent decision-making and provides professional service. Responsibilities include client management, marketing, account retention, and identifying new business opportunities. The ideal candidate will have excellent communication skills, 5–7 years of relevant experience, and proficiency with computer systems. A competitive benefits package and a positive work environment are offered.

Qualifications

• 5-7 years of relevant experience in insurance or accounts management.
• Ability to work a full-time schedule and travel when required.
• EPIC experience is a plus.

Responsibilities

• Manage a book of high-net-worth insurance business with autonomy.
• Coordinate client service, marketing, and renewals.
• Develop new business from existing accounts.

Skills

Excellent oral and written English communications skills

Superior customer service

Problem-solving skills

Ability to work in a team environment

Education

High school or equivalent

Tools

Microsoft Office

Automated agency management systems

Job description

About HUB International

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

Summary

The Personal Lines Account Manager - Private Client manages a book of high-net-worth insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our VIP clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. This role is focused on growth and retention of the private client book of business.

Essential Duties And Responsibilities

• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with producers, brokers, and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ insurance objectives, critically analyzes and compares insurance plans to determine suitability.
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
• Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve.
• May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.
• Manages, organizes, and conducts client meetings, virtually or in-person, when necessary.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
• Ensures the accuracy of data in those systems.
• Performs other duties and projects as assigned
• Attends industry related continuing education training and courses.

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state or local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

Requirements

• Excellent oral and written English communications skills.
• Superior customer service and problem-solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.
• EPIC experience a plus

Licensing Or Certification Requirements

• FL 2-20 or 20-44 P&C License
• Current with all necessary CE credits in required lines and states

Department: Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran\u2019s status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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