Private Client Account Manager II

Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you!

At HUB, we value education, innovation, and continuous learning, and we're excited to support you on your career journey.

As Private Client Account Manager II, you will serve as a trusted risk advisor to an assigned Private Client book of business, ensuring tailored protection and exceptional service. Your focus will be on building strong client relationships, delivering proactive support, and maintaining retention.

What makes us different than all the rest?

Our Vision : To be everywhere risk exists - today and tomorrow. Helping protect what matters most.

Our Mission : To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values :

Entrepreneurship : We encourage innovation and educated risk-taking.

Integrity : We do the right thing every time.

Teamwork : We work together to maximize results.

Accountability : We measure and take responsibility for outcomes.

Service : We serve customers, communities and colleagues.

We are the perfect fit if you :

Are seeking a progressive work environment at a rapidly growing organization

Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Are focused on learning and development to enhance your industry knowledge and expertise

Are a self-starter willing to invest time and energy to learn the technical aspects of our business

Believe in integrity and building success by developing relationships with others

Your job responsibilities as a Private Client Account Manager II :

Collaborate with clients and sales executives to gather marketing data for new and renewal quotes.

Obtain and negotiate quotes from carriers, prepare detailed coverage analyses, and advocate for clients to achieve the best outcomes.

Deliver exceptional service through accurate and timely processing of policy documents.

Identify and execute cross-sell and up-sell opportunities to expand client coverage.

Address and resolve carrier claim challenges with support from the HUB claims team.

Ensure receivables are maintained and proactively address past-due balances.

Stay informed on carrier systems, billing, and policy updates to provide top-tier client support.

Qualifications :

Bachelor's degree or equivalent experience preferred.

Previous insurance experience related to property and casualty account management preferred with focus on complex / private client risks.

Proficiency in Epic or other insurance software is a plus.

An active or ability to obtain state property and casualty insurance license is required.

Strong verbal and written communication, organizational, and multitasking skills.

Ability to work independently in a fast-paced environment with minimal supervision.

Proficiency in Microsoft Office (Word, Outlook, Excel, PowerPoint) or similar software.

Why Choose HUB?

At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

When you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600+ offices across North America.

What we offer you :

A rewarding career helping local businesses in the community

Rewards for top performers

Medical / dental / vision / life insurance

Paid Parental Leave

Health Savings Account

401k matching program

Voluntary insurance options

Life and disability Plans

A work / life balance because that's important for all of us

Opportunity to learn from the expertise of your coworkers

Growth- HUB is growing, and so can your career

Ability to be part of a motivated, winning team

By applying for a position with HUB International, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with HUB's employment policies. Background checks may include some or all of the following based on the nature of the position : SSN validation, education verification, employment verification, and criminal check & you will be notified during the hiring process which checks are required by the position.

The expected salary range for this position is $60,000 - 75,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health / dental / vision / life / disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service

Required Experience : 2-5 years of relevant experience

Required Travel : Negligible

Required Education : Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity 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.

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