Private Client Account Manager

HUB International; San Antonio, Northern (TX, KY); On-site; 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

About HUB International

HUB International is a global insurance broker 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 21,000 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 personal line insurance business focused on 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 sales producer and other HUB team members 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
• Experience working with large Personal Lines accounts and affluent clients
• Experience working with farm & ranch accounts and middle market accounts highly desired
• Experience and demonstrated proficiency in an insurance Account Management role.
• Excellent oral and written 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; college degree preferred.
• Holds current Texas General P&C License #LI-KP1
• Department Account Management & Service
• Required Experience: 2-5 years of relevant experience
• Required Travel: No Travel Required
• Required Education: High school or equivalent

E-Verify Program

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Bonjour. Nous sommes HUB. Dans un monde en rapide évolution, nous conseillons les entreprises et les individus sur la façon de se préparer à l’inattendu. Lorsque vous vous associez à nous, vous êtes au centre d’un vaste réseau d’experts qui vous aideront à atteindre vos objectifs grâce à nos services de gestion de risques, de gestion des demandes d’indemnisation et de soutien en matière de conformité. Vous aurez donc l’esprit tranquille parce que vous saurez que ce qui compte le plus pour vous sera protégé grâce à un appui constant et des solutions d’assurance qui vous mettent en contrôle.

À propos de HUB International HUB International Limited (HUB), dont le siège social est situé à Chicago (Illinois), est un important courtier d’assurance mondial qui offre des produits et des services complets dans les domaines de l’assurance de dommages, de l’assurance de personnes, des avantages sociaux, des investissements et de la gestion de risque. Avec des bureaux partout en Amérique du Nord, le vaste réseau de spécialistes de HUB offre la tranquillité d’esprit en protégeant ce qui compte le plus grâce à un appui constant et des solutions d’assurance sur mesure. Pour plus d’informations, veuillez visiter www.hubinternational.com.

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.