Manages a book of personal line insurance business focused on affluent clients
Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements
Works closely with sales producer and other HUB team members 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 service issues
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

Experience working with high net worth insurance carriers
Experience working with large Personal Lines accounts and affluent clients
Experience working with farm & ranch accounts and middle market accounts highly desired
Experience and demonstrated proficiency in an insurance Account Management role
Excellent oral and written 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 systems
Ability to work in a team environment
High School diploma or equivalent; college degree preferred
Holds current Texas General P&C License

Private Client Account Manager

Key skills