Private Client Account Manager

About the role

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another's success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Why Choose HUB?

Throughout our network of more than 600 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.

Job Duties

• Manages a book of personal line insurance business focused on 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 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
• Experience working with large Personal Lines accounts and affluent clients
• Experience working with farm & ranch accounts and middle market accounts highly desired
• 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.
• Holds current Texas General P&C License

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What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.