Personal Lines Account Manager - Private Client

HUB International Limited

High-net-worth insurance management
Client retention and growth
Independent discretion and decision-making
Manages a book of high-net-worth insurance business with a high degree of independent discretion, autonomy, and decision-making

Job Summary

  • Manages a book of high-net-worth insurance business with a high degree of independent discretion, autonomy, and decision-making.
  • Provides professional, courteous service to VIP clients, resulting in a rate of account retention that meets or exceeds expectations.
  • Focuses on growth and retention of the private client book of business, developing new business from existing accounts and assigned leads.

Matching Summary

Manages a book of high-net-worth insurance business with a high degree of independent discretion, autonomy, and decision-making.

Skills & Requirements

Must-have

  • High-net-worth insurance management
  • Client retention and growth
  • Independent discretion and decision-making
  • Negotiate with underwriters and carriers
  • Troubleshoot claims and billing issues

Nice-to-have

  • Entrepreneurial culture
  • Motivated, winning team
  • Strong community support

Key Requirements

  • 5-7 years of relevant experience
  • FL 2-20 or 20-44 P&C License
  • Current with all necessary CE credits
  • Proficiency with Microsoft Office and agency management systems

Work Rights

Not specified

Tailored Resume

Cover Letter