Private Client Account Manager - Personal Lines

Chicago, IL, United States

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s 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.

Why Choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

are seeking a progressive work environment at a rapidly growing organization

have a desire to help others protect their future

have an entrepreneurial spirit and are challenged by the opportunity to grow the business

are focused on learning and development to enhance your industry knowledge and expertise

are a self-starter willing to invest time and energy to learn the technical aspects of our business

believe in integrity and building success by developing relationships with others

Job Responsibilities

Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making

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

Handles 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

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

Stays abreast of changes in the insurance industry and other external conditions that may impact their clients; makes appropriate recommendations to clients in response to those changes independent of manager approval

Provides service and cross-sells account products for clients in the high net worth marketplace

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

Responsible for overall retention of accounts in assigned book of business

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

Manages, organizes, and conducts client meetings when necessary

Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary; ensures the accuracy of data in those systems

Prepares reports for management as required

Attends industry related continuing education training and courses

Qualifications

At least 3 years of experience and demonstrated proficiency in an insurance Account Management role

Agency experience is required

Experience working in the high net worth marketplace

High School diploma or equivalent required, though college degree preferred

Currently licensed in good standing in required lines and states

Current with all necessary CE credits in required lines and states

Excellent written and verbal communications skills

Superior customer service and problem-solving skills

Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management system(s)

Ability to work in a team environment

Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required

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Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

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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.

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