Private Client Account Manager

HUB International; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Training and licensing support

Competitive pay with comprehensive ben

Paid time off

Parental leave

Wellbeing program

Job summary

HUB International in Dallas, TX is seeking a Private Client Account Manager to manage affluent client relationships and personal lines accounts with autonomy. You will prepare reviews, coordinate with producers, and ensure optimal program coverage while maintaining HUB’s service standards.

The role calls for experience with high net worth carriers, excellent English communication, and a proactive, team-oriented mindset.

Qualifications

• Experience with high net worth insurance carriers (including Chubb) is required.
• Experience with large Personal Lines accounts and affluent clients is required.
• Experience and proficiency in an insurance Account Management role is required.
• Excellent oral and written English communications skills.
• Superior customer service and problem solving skills.
• Proficiency with computer systems including Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• High School diploma or equivalent; AA and/or college degree preferred.
• CE credits in required lines/states are current.
• Holds current Texas General Agents License.

Responsibilities

• Manages a book of insurance business, including personal lines accounts for affluent clients, with autonomy and discretion.
• Prepares annual review reports and conducts client meetings to review programs and recommend improvements.
• Collaborates with Producers and HUB personnel on client service, marketing and renewal processes.
• Oversees transactions, paperwork, and internal processing for assigned accounts.
• Understands client insurance objectives and analyzes plans for suitability.
• Acts as liaison between clients and carriers to resolve service issues; negotiates with underwriters as needed.
• Troubleshoots claims and billing issues.
• Develops new business from existing accounts and assigned leads; pursues cross-selling opportunities.

Skills

High net worth knowledge

Client service

Teamwork

Communication skills

Education

High School diploma or equivalent

AA or college degree preferred

Texas General Agents License

CE credits current for required lines/states

Tools

Microsoft Office

Automated agency management systems

Job description

## Private Client Account ManagerApply: Hybrid Working: Dallas, TX: Full time: Posted Today: R0038484**A path for every ambition.**At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.Your ambition has a home here. **About HUB International**HUB International is one of the largest global insurance brokers providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 18,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.**Why Choose HUB?**Throughout our network of more than 600 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.**Job Duties:*** Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree of independent discretion, autonomy, and decision-making.* Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.* Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal 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 and critically analyzes and compares insurance plans to determine suitability.* Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.* 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.**Qualifications:*** Experience working with high net worth insurance carriers, including Chubb, is required* Experienced working with large Personal Lines accounts and affluent clients is required* Experience and demonstrated proficiency in an insurance Account Management role.* 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.* High School diploma or equivalent; AA and/or college degree preferred.* Current with all necessary CE credits in required lines and states.* Holds current Texas General Agents License **What we offer you**We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.* Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans* Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance* A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career**The HUB difference**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. **Equal Employment Opportunity:** HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. **Reasonable Accommodations:** HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application. **E-Verify:** HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.