High Net Worth - Private Client Group Account Manager
HUB International Limited is a leading insurance brokerage providing an array of worldwide brokerage services including property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services throughout the United States, Canada and Puerto Rico.
We currently have an opportunity for aHigh Net Worth / Private Client Group Account Manager to work in our Wilmington office. The selected candidate will be responsible for servicing assigned high net worth/private client group personal insurance accounts. Account rounding and the development of new business as appropriate and in accordance with the practices, policies and procedures of the Company.
Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
Develop and maintain relationships with clients to ensure that all service needs are met.
Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
Gather information from clients and prepare applications regarding new and/or renewal coverage.
Prepare policy quotes based on client's needs, rates and coverages.
Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
Maintain the accuracy of data in the agency management system.
Complete annual client reviews for all Private Client Group clients with revenues of $3,000 and above, and conduct in person review s withclients with revenues of $5,000 and above.
Work closely with commercial producers who may be connected with these accounts and keeping them apprised of major issues or changes to the personal insurance program.
May handle collections of premiums due.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
Other responsibilities as assigned by Manager.
- Five years of related experience with high net worth personal insurance accounts.
- Thorough knowledge of personal lines coverages and markets with particular knowledge of the high valued market place.
- Producer's license.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Location: United States, Massachusetts, Wilmington
Required Education: High school or equivalent
Required Experience: 5-7 years
Required Travel: No travel required
Date published: 29-Mar-2018
Department: Account Management & Service
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 .
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.
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