Personal Lines Account Manager - Private Client

HUB International; Winter Park (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salaries and benefits

Medical/dental/vision insurance

401k matching

Life and disability coverage

Wellness program

Generous PTO

Work-life balance

Career growth

Community involvement

Job summary

HUB International in Winter Park, FL, seeks a Personal Lines Account Manager for VIP private client service with a focus on growth and retention. You will manage a high-net-worth book, liaise with carriers, and support producers, delivering exceptional service and tailored risk solutions.

You will work with an experienced team to maintain strong client relationships, review accounts, and expand business with existing clients. Strong licensing and CE compliance are required.

Qualifications

• Excellent oral and written English communications skills.
• Superior customer service and problem-solving skills.
• Proficiency with Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• Willingness to travel on business when required.
• EPIC experience is a plus.
• Licensing requirements: FL 2-20 or 20-44 P&C license with CE credits.

Responsibilities

• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with producers, brokers, and HUB personnel on client service, marketing, and renewals.
• Oversees transactions, paperwork, and internal processing for assigned accounts.
• Understands clients’ insurance objectives and analyzes plans for suitability.
• Stays updated on industry changes affecting clients.
• Negotiates with underwriters and carriers when needed.
• Resolves escalated service issues with carriers.
• Maintains client meetings and documents conversations in HUB systems.
• Develops new business from existing accounts and leads to meet production goals.
• Identifies cross-selling opportunities when appropriate.

Skills

English communication

Customer service

Problem solving

Microsoft Office

Agency management systems

Team player

Travel willingness

Education

High school diploma or equivalent

Florida 2-20 or 20-44 P&C license

Tools

EPIC experience

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.

• 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.

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: No Travel Required Required Education: High school or equivalent

HUB INTERNATIONAL LIMITED IS AN EQUAL OPPORTUNITY EMPLOYER

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's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-VERIFY PROGRAM

E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

ABOUT HUB INTERNATIONAL

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.