Personal Lines Account Manager - Private Client
On-siteMiami, Florida, United States or Tampa, Florida, United States
Job Summary
Manage a book of high-net-worth insurance business with independent discretion, acting as a liaison between clients, carriers, and brokers to resolve escalated service issues and negotiate complex matters. Oversee transactions, paperwork, and internal processing while critically analyzing insurance plans to determine suitability and recommend changes independent of manager approval. Develop new business from existing accounts and leads, identify cross-selling opportunities, and troubleshoot claims and billing issues to maintain account retention and meet departmental production goals. Document client and carrier interactions, update automated agency management systems, and attend continuing education training. This role focuses on growth and retention of the private client book within HUB's global insurance broker network.
Required Qualifications
- 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
- Ability to work a regular, full-time work schedule at HUB's facility(s) and ability to travel on business when required
- FL 2-20 or 20-44 P&C License
- Current with all necessary CE credits in required lines and states
- Department Account Management & Service
- 5-7 years of relevant experience
Desired Qualifications
- EPIC experience
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.