Private Client Insurance Manager

1 week ago

Melbourne, Florida, United States HUB International Full time
About HUB International

HUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees in 475+ offices throughout North America, HUB has grown substantially through strategic acquisitions and industry-leading success in mergers and acquisitions.

What We Offer
  • Competitive salaries and benefits packages
  • Medical, dental, and vision insurance, as well as voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company-paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO package, including vacation, holiday, sick, and personal time off
  • Great work-life balance
  • Opportunities for growth and development
Job Summary

The Account Manager is responsible for managing a book of high-net-worth insurance business, working independently with a high degree of discretion and autonomy. The successful candidate will provide exceptional customer service to VIP clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in high account retention rates. This role is focused on growth and retention of the private client book of business.

Key Responsibilities
  1. Makes decisions on books of insurance business, working independently with a high degree of discretion and autonomy
  2. Works closely with producers, brokers, and other HUB personnel on client service, marketing, and renewals, adhering to HUB's best practices and standard procedures
  3. Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  4. Acquires understanding of clients' insurance objectives, critically analyzes and compares insurance plans to determine suitability
  5. Stays abreast of changes in the insurance industry and other external conditions that may impact clients
  6. Makes recommendations to clients in response to changes, independent of manager approval
  7. Acts as liaison between clients and insurance carriers to resolve complex service issues
  8. May negotiate with underwriters and carriers
  9. Troubleshoots claims and billing issues
  10. Responsible for overall retention of accounts in assigned book of business
  11. Develops new business from existing accounts and assigned leads, contributing to meeting departmental production goals
  12. Identifies and follows-up on cross-selling opportunities
  13. Manages, organizes, and conducts client meetings, virtually or in-person, when necessary
  14. Documents conversations with clients and carrier representatives, updating all HUB computer systems and automated agency management systems as needed
  15. Ensures accuracy of data in those systems
Requirements
  • Excellent oral and written English communication skills
  • Superior customer service and problem-solving skills
  • Demonstrated proficiency with computer systems, including Microsoft Office and automated agency management systems
  • Ability to work in a team environment
  • Ability to work a regular, full-time schedule at HUB's facility(s) and travel on business when required
  • EPIC experience a plus
  • Licensing or Certification Requirements: FL 2-20 or 20-44 P&C License, current with all necessary CE credits in required lines and states

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