Account Manager - Private Client Group at HUB International

Wilmington, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jan, 26

Salary

120000.0

Posted On

04 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Client Relations, Insurance Knowledge, Organizational Skills, Communication Skills, Teamwork, Risk Management, Policy Analysis, Sales Development, Data Accuracy, Client Reviews, Premium Collections, Industry Trends, Entrepreneurial Mindset, Problem Solving, Customer Service

Industry

Insurance

Description

About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 19,000 professionals in 500 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for a Account Manager – Private Client Group. Overview: Responsible for servicing assigned high net worth/private client group personal insurance accounts. Account rounding and the development of new business as appropriate and in accordance with the practices, policies and procedures of the Company. Responsibilities: Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients. Develop and maintain relationships with clients to ensure that all service needs are met. Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals. Gather information from clients and prepare applications regarding new and/or renewal coverage. Prepare policy quotes based on client’s needs, rates and coverages. Prepare all transactions for assigned accounts, i.e. applications, invoices, forms. Maintain the accuracy of data in the agency management system. Complete annual client reviews for all Private Client Group clients with revenues of $3,000 and above, and conduct in person review s with clients with revenues of $5,000 and above. Work closely with commercial producers who may be connected with these accounts and keeping them apprised of major issues or changes to the personal insurance program. May handle collections of premiums due. Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company. Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives. Other responsibilities as assigned by Manager. Qualifications: Three years of related experience with high net worth personal insurance accounts. Thorough knowledge of personal lines coverages and markets with particular knowledge of the high valued market place. Producer’s license. Excellent organizational, interpersonal, communication skills and ability to work in a team environment. The expected pay range for this position is $90,000 to $120,000 and will be impacted by factors such as the successful candidate’s skills, experience, and work 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 commissions for some positions. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Responsibilities

The Account Manager is responsible for servicing assigned high net worth/private client group personal insurance accounts and developing new business as appropriate. This includes reviewing personal accounts, maintaining client relationships, and preparing policy quotes.