Private Client Group Account Manager

HUB International; Traverse City (MI); On-site; USD 50,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Bonuses / equity potential

Job summary

HUB International is seeking a PCG Account Manager to oversee services policies for high net worth clients with hull values $1.5M and above. You will manage new business, renewals, endorsements, and client communications, ensuring accurate documentation and timely responses.

Requirements include at least three years of insurance experience, a Property & Casualty license, and strong communication skills. The role offers comprehensive benefits and a competitive salary range.

Qualifications

• Minimum of three years insurance experience.
• Property & Casualty license is a must.
• Excellent communication skills, verbal and written, with high net-worth clients/brokers.
• Able to multi-task in a fast-paced environment and prioritize effectively.

Responsibilities

• Review new business policies for accuracy and prepare policy paperwork.
• Pull renewals and update information, attach PDFs for mailing.
• Shop markets at renewal for price and coverage; communicate with producers and clients.
• Process endorsements and diary information; respond to questions from clients.

Skills

Communication skills

Multi-tasking ability

Sales experience

Organizational skills

Prioritization

Education

Some college (no degree)

Job description

About Specialty Program Group

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About Global Marine

With a reputation for careful underwriting of each risk, Global Marine has the ability to place cost effective and comprehensive coverage for your client’s watercraft and yacht needs. In addition to marine related expertise, GMIA also has placement solutions for your client’s RV/Motorcoach risks that fall outside of the standard market. Global Marine offers extensive boat insurance across all 50 states, keeping boaters afloat from the Pacific to the Atlantic, and all the lakes in between. Being boaters ourselves, we understand the value in spending a day aboard your vessel free from worry. At Global Marine Insurance Agency, we take pride in our customer service and are ready to help you. We value every agent and client that selects us for their boat and yacht insurance needs, that’s why we don’t offer “one size fits all” policies. Our team of underwriters will take the time to speak with you to understand your specific needs based on geographic location, equipment, and time of year among other factors for the best coverage combination.

PCG (Private Client Group) Account Manager

The PCG Account Manager manages and oversees the services policies for Global Marine’s high net worth clients, or clients with hull values of $1.5 million and above.

Scope of Responsibilities

• New Business: Review new business policies for accuracy, update information and attach PDF in Navigator, prepare new policy for mailing along with any other applicable paperwork.
• Renewals: Pull renewals from appropriate companies, update renewal information and attach PDF in Navigator, prepare renewal for mailing along with any other applicable paperwork.
• Shop Markets: Upon renewal, shop markets if necessary for price & coverage. Communicate with the producer, the client or broker, and the carrier.
• Endorsements: Process all endorsements, diary information, follow-up if necessary, answer questions/concerns for client.
• Assist: With PCG accounts or non PCG accounts that require immediate attention that can include, but is not limited to, bind requests, send broker and/or insured paperwork.
• Payments: Upon notification from accounting that an account is past due, contact the insured and/or broker via phone and/or email for payment.
• Other: Assist with non PCG new business processing, application processing and policy issuance when time allows.
• Perform other job duties as they may be assigned.
• Documentation: All files must be documented.
• Internal Calls: Take calls from the recreational marine service team and answer questions or take transferred calls for PCG.
• External Calls: Answer calls from clients and/or brokers.

Desired Skills & Experience

• Minimum of three years insurance experience
• Property & Casualty license is a must
• Demonstrated strong decision-making ability
• Excellent communication skills, both verbal and written to communicate with our high net‑worth clients/brokers
• Ability to multi-task effectively and handle a fast-paced business environment
• Flexibility with daily tasks
• Fast and accurate typing skills
• Goal oriented
• Strong ability to organize and prioritize
• Sales experience a plus
• 3 years minimum service experience
• Knowledge of Surplus Lines is a must
• Self-disciplined individual
• Excellent computer skills including Outlook

Salary Transparency

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $50,000-$54,000 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.

Benefits

• 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.

#SPG Department Account Management & Service

• Required Experience: 2-5 years of relevant experience
• Required Travel: No Travel Required
• Required Education: Some college (no degree)

Equal Opportunity Statement

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

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About HUB International

Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.