- Have a desire to help others protect their future
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Believe in integrity and building success by developing relationships with others
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business
- Manages a book of insurance business, including personal lines accounts for 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 Producers and other HUB personnel 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.
- Experience working with high net worth insurance carriers, including Chubb, is preferred
- Experienced working with large Personal Lines accounts and affluent clients preferred
- Experience and demonstrated proficiency in an insurance Account Management role.
- Excellent oral and written English 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; AA and/or college degree preferred.
- Current with all necessary CE credits in required lines and states.
- Holds current Texas General Agents License
Private Client Account Manager - Dallas, United States - Hub International
Description
Position Summary
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's 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.
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.
We are the perfect fit if you:
Job Duties:
Qualifications:
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Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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