Private Client Account Manager

HUB International

Bothell, WA

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JOB DETAILS

SALARY

SKILLS

Analysis Skills, Best Practices, Billing, Brokerage, Communication Skills, Contract Negotiation, Customer Retention/Renewal, Customer Support/Service, Data Entry, Develop and Maintain Customers, E Programming Language, Entrepreneurship, Epic Systems, Federal Laws and Regulations, Follow Through, High Net Worth, High School Diploma, Insurance, Marketing, Microsoft Excel, Microsoft Outlook, Microsoft Word, Physical Demands, Policy Development, Presentation/Verbal Skills, Pricing, Profit & Loss Analysis, Property and Casualty Insurance, Proposal Writing, Real Estate Sales, Regulations, Risk, Risk Analysis, Sales Management, State Laws and Regulations, Team Player, Wealth Management, Writing Skills

LOCATION

Bothell, WA

POSTED

8 days ago

**ABOUT HUB:** In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. **THE OPPORTUNITY:** The Private Client Group Account Manager manages new and existing affluent personal insurance clients through risk analysis, coverage comparison and other pro-active client services. Role requires an energetic, service-focused, pro-active, and self-motivated individual, preferably experienced with affluent or high-net-worth books of business. They may work independently or/and as part of a team to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Responsible to follow our best practices and broker standards. **DUTIES & RESPONSIBILITIES:** + Service day to day client needs including, fielding phone calls, email, and other communicationrelativeto coverage questions, policy changes, payments, cancellations, etc. + Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the client where applicable and invoicing + Regularly review client exposures, loss analysis, and design an insurance program that best meets the clients'needs. + Complete annual client reviews, updating client risk exposures and making necessary changes to their insurance plan. + Develop relationships with centers of influence, including wealth managers, attorneys, realtors, and business owners with the goal of obtaining new clients. + Maintaina high levelof client confidentiality and professionalism. + Assistproducers with preparing proposals, quotes, and unique coverage solutions and attend client meetings. + Available to receive client calls and make changesontheir insurance policies. + Work effectively and efficiently with other team members includingProducers,AssistantAccountManagersand other Private Client Group Advisors. ? **QUALIFICATIONS:** + P & C Insurance Producer License Required + High School or equivalent + Fouror moreyears insurance brokerage or property casualty insurance experience in account management role preferred **KNOWLEDGE / SKILLS / ABILITIES:** + Exceptional customer service skills, preferably with affluent or high-net-worth clients + Strong reading comprehension and analysis skills + Strong data entry skills + Strong written and oral communication skills + Strong organization and follow up skills + Ability to effectively work in a team environment + Proficient in Word, Excel, Outlook, and internetutilization + Applied EPIC Agency Management System experience preferred but notrequired ? **WORKING CONDITIONS AND PHYSICAL DEMANDS:** + The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. + While performing the duties of this job, the employeeis regularly required tosit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision oncomputermonitor. ? **WHY CHOOSE HUB?** Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development _._ Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm . EEOAA Policy (https://hubinternational.jobs/eeo/) E-Verify Program (https://hubinternational.jobs/e-verify/) We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. The expected salary range for this position is $80,000 - $95,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. \#LI-JD1 **LIKE US SO FAR?** Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity 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. E-Verify Program (https://hubinternational.jobs/e-verify/) We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

About the Company

HUB International

INDUSTRY

Other/Not Classified

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