Private Client Account Manager

Private Client Account Manager

Requirements

• Experience working with high net worth insurance carriers, including Chubb, is required
• Experienced working with large Personal Lines accounts and affluent clients is required
• Experience and demonstrated proficiency in an insurance Account Management role
• Excellent oral and written English 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; AA and/or college degree preferred
• Current with all necessary CE credits in required lines and states
• Holds current Texas General Agents License

Responsibilities

• Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree of independent discretion, autonomy, and decision-making
• Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements
• Works closely with Producers and other HUB personnel 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

Preferred Qualifications

• AA and/or college degree preferred