Private Client Account Manager

HUB International Limited

San Antonio, TX, United States
On-site
Affluent client management
Personal lines insurance
Client relationship management
Manages a book of personal line insurance business focused on affluent clients, while acting with a degree of independent discretion, autonomy, and decision-making

Job Summary

  • Manages a book of personal line insurance business focused on affluent clients, while acting with a degree of independent discretion, autonomy, and decision-making.
  • 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.
  • Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.

Matching Summary

Manages a book of personal line insurance business focused on affluent clients, while acting with a degree of independent discretion, autonomy, and decision-making.

Skills & Requirements

Must-have

  • Affluent client management
  • Personal lines insurance
  • Client relationship management
  • Insurance program recommendations

Nice-to-have

  • Entrepreneurial spirit
  • Continuous learning and development
  • Integrity and relationship building

Key Requirements

  • 5-7 years of relevant experience
  • Experience with large Personal Lines accounts
  • Experience with high net worth insurance carriers
  • Experience with affluent clients
  • Current Texas General Lines P&C license

Work Rights

Not specified

Tailored Resume

Cover Letter