Private Client Account Manager

About the role

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 e nergetic, 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. R esponsible 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 re view client exposures, loss analysis, and design an insurance program that best meets the clients ' need s . 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 P roducers, A ssistant Account Manager s and other Private Client Group Advisors.

Requirements

• 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.
• WHY CHOOSE HUB?

Benefits

Additional Information

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

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