Manage a book of insurance business while acting with a high degree of independent discretion
Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
Be responsible for account rounding and the development of new business as appropriate
Make major decisions independent of manager approval
Oversee the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts
Acquire understanding of clients’ insurance objectives
Stay abreast of changes in the insurance industry and recommend clients accordingly
Act as a liaison between clients and insurance carriers to resolve escalated complex service issues
May negotiate with underwriters and carriers
Troubleshoot claims and billing issues
Responsible for overall retention of accounts and contribute to departmental production goals
Manage, organize, and conduct client meetings when necessary
Document conversations with clients and update all HUB computer systems as necessary
Travel on company business as required
Prepare reports for management as required
Mentor and support Account Managers as needed
Attend industry related continuing education training

3-7 years of experience and demonstrated proficiency in insurance account management
Agency experience is preferred
Preferably prior experience with high net worth accounts
High School diploma or equivalent required
Currently licensed in good standing in required lines and states
Current with all necessary CE credits in required lines and states
Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
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

Private Client Account Manager

Key skills