San Antonio, TX, 78284, USA
43 days ago
Private Client Account Manager
**About Us:** HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. _This position is in our downtown San Antonio office and offers a hybrid schedule (3 days office; 2 days remote) after an initial onboarding period._ **Job Duties:** + Manages a book of personal line insurance business, including accounts for affluent clients and farm & ranch accounts, 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 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. **Qualifications:** + Experience working with high net worth insurance carriers, including Chubb, is preferred + Experience working with large Personal Lines accounts and affluent clients preferred + Experience working with farm & ranch accounts preferred + 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. + Current with all necessary CE credits in required lines and states. + Holds current Texas General Agents License **\#LI-KP1** 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.
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