Home
/
Account Management
/
Private Client Personal Lines Account Manager
Private Client Personal Lines Account Manager-March 2024
Merrick Park
Mar 29, 2026
About Private Client Personal Lines Account Manager

  SUMMARY:

  The Account Manager oversees a portfolio of high-net-worth insurance clients, exercising significant independent discretion and decision-making. Delivers professional and courteous service to VIP clients, carrier representatives, underwriters, business partners, and HUB colleagues, ensuring account retention meets or exceeds expectations. Offers substantial support to producers and brokers for business acquisition, maintenance, and expansion. Additionally, may handle account rounding and new business development in line with established practices and policies. This role emphasizes the growth and retention of the private client book of business.

  ESSENTIAL DUTIES AND RESPONSIBILITIES:

  Independently makes decisions regarding the management of assigned books of insurance business. Collaborates closely with producers, brokers, and HUB personnel, following HUB's best practices and procedures in client service, marketing, and renewals. Gains insight into clients' insurance objectives, conducts through analyses of insurance plans, and provides suitable recommendations. Manages the preparation and execution of all transactions, paperwork, and internal processes related to assigned accounts. Serves as a liaison between clients and insurance carriers, resolving escalated complex service issues and negotiation with underwriters and carriers. Takes responsibility for overall account retention in the designated book of business. Stays updated on insurance industry changes and external factors affecting clients, making independent recommendations in response. Addresses claims and billing issues. Expands news business from existing accounts and assigned leads, contributing to departmental production goals. Identifies and pursues cross-selling opportunities when appropriate. Documents conversations with clients and carrier representatives, updating HUB computer systems and automated agency management systems for accuracy. Attends continuing education training and courses relevant to the industry. Other duties as assigned. REQUIREMENTS: Valid Florida 2-20 or 20-44 license. 2-5 years of personal lines with emphasis on homeowners and high net worth experience preferred. Bilingual, fluent in English and Spanish required. Excellent customer service and problem-solving skills. KNOWLEDGE, SKILLS, ABILITIES: Strong technical insurance knowledge and background. Experience with EPIC preferred. Strong customer service focus, energetic, action oriented and ready to seize any opportunity. Responds with a sense of urgency as required. Strong communication and negotiation skills under stressful situations. Ability to work independently but also assists members of the team. Ability to maintain professional manner at all times. High Degree of self-motivation, discipline, and discretion. Advanced time management and organization skills. Strong Microsoft Word, Outlook, and Excel knowledge. Department Account Management & Service

  Required Experience: 2-5 years of relevant experience

  Required Travel: Negligible

  Required Education: High school or equivalent

  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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

  EEOAA Policy

  E-Verify Program

  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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

  Hi, we're HUB.

  In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

  When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

  And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.

  About HUB International

  Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Quality Supplier Manager - Electronics Category
Introduction to the job ASML US brings together the most creative minds in science and technology to develop lithography machines that are key to producing faster, cheaper, more energy-efficient micr
Digital Experience Product Owner - Consumer (Remote)
Location: Medical Office Building-Fort Worth (750 8th Ave) Department: IS Administration Shift: First Shift (United States of America) Standard Weekly Hours: 40 Summary: While this job is remote, you
Client Services Intern
Job Description: The Client Services Intern is responsible for timely and satisfactory execution of client digital marketing programs, contributing to client satisfaction and the achievement of clien
Pfizer Oncology Third Party Quality Lead
ROLE SUMMARY Reporting into the Head of Oncology Quality, the Third Party Quality Lead is the point person for third party oversight across indications, working with stakeholders and relevant oversig
Relationship Manager
JOB DESCRIPTION Relationship Manager Legal Dublin 37.5h/week Hybrid As a Relationship Manager Capital Markets at Intertrust you have the opportunity to work in a dynamic team of passionate and talent
Account Manager
This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Facebook, Uber, H&M, and Microsoft - making us the financial technology platform of cho
Senior Digital Account Manager, OnBrand
You Lead the Way. We've Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse co
Senior Strategic Account Manager
We’re on a mission to empower innovation through a culture of collaboration by providing teams the means and methods to turn ideas and insights into reality. Founded in 2011, Mural is a leading innov
Sales Account Manager (On-Site)
About ShiftKey ShiftKey is a platform that is disrupting the way healthcare facilities find licensed and certified professionals to fill available shifts. Leveraging marketplace dynamics and deep ind
Manager, Strategic Account Management - International Seller Marketplace
Position Summary... What you'll do... Join Walmart as a Manager, Strategic Account Manager - International Seller Marketplace and your work could help over 295 million global customers live better ev
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved