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HUB International · 18 hours ago

Private Client Account Manager

Chicago, IL

Full-time

Onsite

Mid, Senior Level

$70K/yr - $90K/yr

5+ years exp

HUB International is one of the world’s largest insurance brokers, dedicated to providing tailored insurance solutions and advocacy for clients. The Private Client Account Manager will manage a book of insurance business for affluent clients, conduct annual reviews, and develop new business while ensuring high levels of client service and retention.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Manages a book of insurance business, including large personal lines accounts for affluent clients, while acting with a high 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

Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations

Responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible

Works closely with Producers and other HUB personnel 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 escalated complex service issues that require policy interpretation and experience based judgment to resolve. 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

Travels on company business as required

Prepares reports for management as required

Attends industry related continuing education training and courses

Qualification

PropertyCasualty licenseAccount Management experienceHigh-net-worth insurance experienceMicrosoft Office proficiencyAutomated agency management systemsCustomer service skillsCommunication skillsProblem-solving skillsTeamwork ability