Qualifications
Responsibilities
Benefits
THE OPPORTUNITY:
The Private Client GroupAccount Managermanagesnew and existing affluent personal insurance clients through risk analysis, coveragecomparisonand other pro-active client services.Rolerequiresan energetic, service-focused,pro-active,andself-motivated individual, preferably experienced with affluent or high-net-worth books of business.They may work independentlyor/andas 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 communicationrelativeto 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 clients27needs.
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.
Maintaina high levelof client confidentiality and professionalism.
Assistproducers with preparing proposals, quotes, and unique coverage solutions and attend client meetings.
Available to receive client calls and make changesontheir insurance policies.
Work effectively and efficiently with other team members includingProducers,AssistantAccountManagersand other Private Client Group Advisors.
QUALIFICATIONS:
P & C Insurance Producer License Required
High School or equivalent
Fouror moreyears 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 internetutilization
Applied EPIC Agency Management System experience preferred but notrequired
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 employeeis regularly required tosit; 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 oncomputermonitor.
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 candidate27s skills, experience and working location, as well as the specific position27s 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.
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Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentAbout Hub International Limited
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