THE OPPORTUNITY:The Private Client Group Account Manager manages new and existing affluent personal insurance clients through risk analysis, coverage comparison and other pro-active client services. Role requires an energetic, service-focused, pro-active, and self-motivated individual, preferably experienced with affluent or high-net-worth books of business. They may work independently or/and as 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 communication relative to 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 clients' needs.
- 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.
- Maintain a high level of client confidentiality and professionalism.
- Assist producers with preparing proposals, quotes, and unique coverage solutions and attend client meetings.
- Available to receive client calls and make changes on their insurance policies.
- Work effectively and efficiently with other team members including Producers, Assistant Account Managers and other Private Client Group Advisors.
QUALIFICATIONS:- P & C Insurance Producer License Required
- High School or equivalent
- Four or more years 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 internet utilization
- Applied EPIC Agency Management System experience preferred but not required
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 employee is regularly required to sit; 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 on computer monitor.
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 candidate's skills, experience and working location, as well as the specific position's 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 & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
