Private Client Account Manager

HUB International; Bothell (WA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

HUB International is seeking a Private Client Group Account Manager to service affluent personal insurance clients, perform risk analyses, compare coverages, and deliver proactive client services. The role may operate independently or with a team to advocate for clients and manage renewals, and to write new accounts as needed, following best practices and broker standards.

The candidate should bring strong client service, communication, and organizational skills, with a focus on confidentiality

Qualifications

• P & C Insurance Producer License required.
• High School or equivalent.
• Four or more years insurance brokerage or property casualty insurance experience in account management role preferred.

Responsibilities

• Service day to day client needs including calls, email, and coverage questions.
• Manage renewal process including information updates, terms, pricing, and invoicing.
• Review client exposures and design insurance programs to meet needs.
• Complete annual client reviews updating risk exposures and changes.
• Develop relationships with wealth managers, attorneys, realtors, and business owners.
• Maintain client confidentiality and professionalism.
• Assist producers with proposals, quotes, and coverage solutions.
• Receive client calls and modify policies as needed.
• Collaborate with Producers, Assistant Account Managers and Private Client Group Advisors.

Skills

Exceptional customer service

Reading comprehension

Data entry

Written and oral communication

Organization

Teamwork

Microsoft Word

Microsoft Excel

Microsoft Outlook

Education

High school or equivalent

Tools

EPIC Agency Management System

Job description

About Hub

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

The Opportunity

The Private Client Group Account Manager manages new and existing affluent personal insurance clients through risk analysis, coverage comparison and other pro-active client services. Role requires an energetic, service-focused, pro-active, and self-motivated individual, preferably experienced with affluent or high-net-worth books of business. They may work independently or/and as part of a team to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Responsible to follow our best practices and broker standards.

Duties & Responsibilities

• Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the client where applicable and invoicing
• Regularly review client exposures, loss analysis, and design an insurance program that best meets the clients’ needs.
• Complete annual client reviews, updating client risk exposures and making necessary changes to their insurance plan.
• Develop relationships with centers of influence, including wealth managers, attorneys, realtors, and business owners with the goal of obtaining new clients.
• Maintain a high level of client confidentiality and professionalism.
• Assist producers with preparing proposals, quotes, and unique coverage solutions and attend client meetings.
• Available to receive client calls and make changes on their insurance policies.
• Work effectively and efficiently with other team members including Producers, Assistant Account Managers and other Private Client Group Advisors.

Qualifications

• P & C Insurance Producer License Required
• High School or equivalent
• Four or more years insurance brokerage or property casualty insurance experience in account management role preferred

Knowledge / Skills / Abilities

• Exceptional customer service skills, preferably with affluent or high-net-worth clients
• Strong reading comprehension and analysis skills
• Strong data entry skills
• Strong written and oral communication skills
• Strong organization and follow up skills
• Ability to effectively work in a team environment
• Proficient in Word, Excel, Outlook, and internet utilization
• Applied EPIC Agency Management System experience preferred but not required

Working Conditions And Physical Demands

• The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
• While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision on computer monitor.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

E-Verify Program

E-Verify Program

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

The expected salary range for this position is $80,000 - $95,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service

• Required Experience: 2-5 years of relevant experience
• Required Travel: No Travel Required
• Required Education: High school or equivalent