HUB International · 6 hours ago
Personal Lines Account Manager - Private Client
Melbourne, FL
Full-time
Onsite
Senior Level
5+ years expHUB International is one of the largest global insurance and employee benefits brokers, providing a broad array of products and services. The Personal Lines Account Manager - Private Client is responsible for managing a book of high-net-worth insurance business, providing excellent service to VIP clients, and ensuring account retention while supporting producers and brokers.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Makes decisions on books of insurance business for which the incumbent is responsible
Works closely with producers, brokers, and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acquires understanding of clients’ insurance objectives, critically analyzes and compares insurance plans to determine suitability
Stays abreast of changes in the insurance industry and other external conditions that may impact their clients
Makes appropriate recommendations to clients in response to those changes independent of manager approval
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve
May also negotiate with underwriters and carriers
Troubleshoots claims and billing issues
Responsible for overall retention of accounts in assigned book of business
Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals
Identifies and follows-up on cross-selling opportunities when appropriate
Manages, organizes, and conducts client meetings, virtually or in-person, when necessary
Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary
Ensures the accuracy of data in those systems
Performs other duties and projects as assigned
Attends industry related continuing education training and courses
Qualification
Required
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
5-7 years of relevant experience
High school or equivalent
Preferred
EPIC experience a plus
Benefits
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase