13 personal lines high net worth account manager jobs found

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. 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...

MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose: Provide technical underwriting support for highly complex assigned accounts. Including but not limited to collecting data; organizing files and reports; performing administrative and customer service duties regarding new and renewal accounts that will assist in ensuring the underwriting process is handled efficiently and accurately. Provide Underwriters with required reports and analysis. Essential Functions: Collects and reconciles new and renewal submission information to prepare...

Summary:   Our team is growing, and we are looking for an Office Administrator who is passionate about working with our team and being the “go to person” in our office. As the Office Administrator, you are also responsible for providing support to our entire team and being the “face” of our office. In this role, you will: Manage Reception desk/answer phones and direct calls.  Manage all office administration tasks, including general office and business supply orders, equipment maintenance, maintenance of files and overseeing general office appearance and repair issues.  Manage incoming and outgoing mail/correspondence on a daily basis.  Support service staff with printing/preparing client deliverables (e.g. BAGs, proposals).  Support hiring managers with new hire onboarding and processing; train associates on phone and other office systems and programs; order business cards; prepare work space.  Coordinate information technology in conference rooms; i.e. video...

We are seeking an Account Manager to join our growing Personal Lines team! In this role, you will assist Account Managers and our Producer in servicing assigned Personal Lines accounts in accordance with the company's practices, policies, and procedures. You will play a key part in supporting client retention, maintaining strong carrier relationships, and delivering exceptional day-to-day service. In this role, you will: Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures Make major decisions independent of manager approval on the book for which you are responsible Oversee the preparation and implementation...

Our Employee Benefits team is growing, and we’re looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In this role, you’ll play a key part in supporting our producers and account executives through expert financial analysis, cost management strategies, and innovative funding approaches that drive client success. In this role, you will: Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities Train and mentor members of the Financial Consulting team Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management...

About HUB: HUB International is 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. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. In this role, you will: Manage and retain assigned book of benefits accounts; provide oversight and direction to other assigned team members Be responsible for account retention that meets or exceeds annual goals Identify opportunities for cross-sell and up-sell of HUB products and services when appropriate for the clients’ needs Be knowledgeable of changes in the insurance...

Company: Description: Client Manager – Private Client Services Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. The Personal Lines Client Manager will work with Producers and other Personal Lines Client Service Representatives...

About this opportunity: As an Account Manager, you will service an assigned book of employee benefits clients. You may also provide support to other members of the account management team as needed. In this role, you will: Support Account Executive in servicing assigned book of benefits accounts, focused on small to mid-sized groups Build and maintain client relationships Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients, vendors, and other team members Assist clients with resolution of claims, billing, and other day-to-day service issues Maintain electronic filing and required data in Benefit Point (agency management system) Attend and present in client meetings and open enrollment meetings as needed Prepare, print, and, in some cases, deliver communication material to clients Review contracts, plan documents, and plan summaries for accuracy Prepare benchmark reporting Assist team...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 23,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Why Join Howden Middle Market? At Howden, we’re redefining what it means to be a global insurance broker. Our Middle Market team is at the heart of our U.S. retail platform, serving clients who need both the scale of a global leader and the agility of a local partner. With over 22,000...

Our team is growing, and we’re looking for a talented Construction Practice Account Executive to join us! This is an exciting opportunity for an experienced insurance professional who’s passionate about delivering exceptional client service and helping expand a thriving Construction Practice. In this role, you’ll work alongside a designated Producer to service an assigned book of commercial construction accounts, round out existing business, and develop new opportunities—both wholesale and retail. You’ll play a key part in ensuring our clients receive top-tier strategic and technical support, all while upholding the company’s professional standards and collaborative culture. In this role, you will: Oversee service and strategy of assigned book of construction accounts Maintain HUB professional service standards as required and ensure team compliance Maintain appropriate professional licensing and continuing education Pursue professional development opportunities...

Our team is growing and we’re looking for an Account Assistant to support our dental accounts. In this role, you’ll provide professional, courteous service to clients, producers, and carrier partners while helping to deliver an exceptional client experience. With a positive and proactive approach, you’ll assist in obtaining, maintaining, expanding, and servicing accounts, ensuring alignment between HUB’s goals, carrier requirements, and client needs.   In this role, you will: Assist the team with accounts Respond promptly and professionally to the service needs of our insureds Process Certificates of Insurance and Evidence of Property documents Process, request and track receipt of policy endorsements Provide clerical and technical support to benefit clients and to reach Agency's strategic business goals Maintain controls on renewals and binders to ensure timely preparation and processing Assist Agency in the premium collection process and handle accounting...

Our team is growing, and we’re looking for a relationship-driven professional who’s passionate about delivering exceptional service to clients. If you enjoy managing your own book of business while collaborating with a supportive team, this could be the perfect opportunity for you. As a Small Business Account Manager on our Select Team, you’ll be responsible for servicing and retaining commercial lines insurance clients, ensuring their needs are met with care and expertise. ​ In this role, you will: Maintain a book of commercial accounts Coordinate the processing of all commercial lines new and renewal business Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients Prepare quotations and prepare new client proposals Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue Review all new policies for...

Job Description About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development .   Our entrepreneurial culture...