Private Client Insurance Account Manager

HUB International; Fort Myers (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

HUB International in Fort Myers, FL seeks an experienced Personal Lines Account Manager for Private Client to manage a high-net-worth book with autonomy and professional client service. You will support producers, brokers, and HUB colleagues, while aiming for strong retention and growth in a fast-paced environment.

The role requires solid English communication, excellent customer service, and teamwork, with licensing/CE maintenance necessary.

Qualifications

• 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.
• Willingness to travel on business when required.
• EPIC experience a plus.

Responsibilities

• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with producers, brokers, and other HUB personnel on client service, marketing, and renewals.
• Oversees preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Gains understanding of clients’ insurance objectives and analyzes plans for suitability.
• Maintains knowledge of changes in the insurance industry and related conditions.

Skills

English communication

Customer service

Teamwork

MS Office

Agency management systems

Education

High school diploma

Tools

EPIC

Job description

HUB International in Fort Myers, FL seeks an experienced Personal Lines Account Manager for Private Client to manage a high-net-worth book with autonomy and professional client service. You will support producers, brokers, and HUB colleagues, while aiming for strong retention and growth in a fast-paced environment.

The role requires solid English communication, excellent customer service, and teamwork, with licensing/CE maintenance necessary.