Personal Insurance Account Manager
4 weeks ago
About HUB International
We are a Stevie Award Winning Team at HUB International, 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.
Our Team
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees, offering resources in both technology and industry expertise, while maintaining the local flavor of our offices.
Account Executive Role
We are seeking an Account Executive to service assigned high net worth/private client group personal insurance accounts. The selected employee will be responsible for 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 reviews 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
- Five 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.
About HUB International
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.
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