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Emerging Client Account Manager, Personal Lines
HUB International. Serve as the primary relationship manager and point of contact for assigned VIP and Emerging tier Private Client Group clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full client lifecycle for Private Client Group clients, including onboarding, renewals, and tailored insurance solutions. Proficient in communication, problem-solving, and maintaining compliance with P&C insurance standards.
Highest-signal resume keywords
Client Relationship ManagementProperty/Casualty Insurance LicenseEPIC Software ProficiencyCustomer Service ExcellenceAccount Management Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Policy EvaluationCoverage Gap AnalysisClaims AssessmentAccount ReviewRenewal Management
Soft Skills
Strong Communication SkillsProblem-Solving SkillsOrganizational SkillsTeam CollaborationDetail-Oriented
Tools & Technologies
Microsoft OfficeEPIC Software
Certifications & Qualifications
Michigan Property/Casualty Insurance License
Industry Keywords
Private Client GroupInsuranceFinancial ServicesRisk ManagementCustomer Service Standards
About the role
Key responsibilities & impact- Serve as the primary relationship manager and point of contact for assigned VIP and Emerging tier Private Client Group clients
- Own the full client lifecycle from onboarding through renewal
- Conduct proactive annual account reviews and deliver detailed insurance summaries
- Identify coverage gaps and recommend tailored solutions
- Interpret policy language, evaluate coverage adequacy, and resolve service issues
- Manage renewals, remarkets, new business issuance, expirations, and carrier coordination
- Review new and renewal policies for rating, coverage, and documentation accuracy
- Deliver policies to clients and file them properly in EPIC
- Communicate consistently and accurately with clients through verbal and written correspondence
- Consult and educate clients on P&C coverages, market conditions, and risk management strategies
- Identify and pursue cross-sell, upsell, and referral opportunities
- Maintain EPIC activity codes, descriptions, and documentation to reduce E&O exposure
- Build and maintain underwriter relationships to resolve issues
- Use processing teams and carrier service centers according to agency procedures
- Assess claims situations and advise clients on appropriate action
- Liaise between clients and carrier claims departments
- Communicate with PCG leadership and Producers about at-risk accounts and book growth strategy
- Support and mentor less experienced team members
- Maintain an active P&C insurance license
Requirements
What you’ll need- High school diploma required; associate degree preferred
- Demonstrated proficiency in a customer service or account management role, with experience managing a book of business
- Previous experience in insurance, financial services, or a related field preferred
- Valid Michigan Property/Casualty insurance license
- Strong communication skills, both verbal and written
- Superior customer service and problem-solving skills
- Proficient with computer systems, including Microsoft Office and EPIC
- Able to work independently and manage own workflow with minimal oversight
- Working understanding of PCG service standards and the ability to apply them to a broader client base
- Strong contributor in a team environment
- Organized, detail-oriented, and reliable with a strong work ethic
- Active participation in department meetings
Benefits
Comp & perks- Medical, Dental, and Vision (PPO, HMO, and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation, Holiday, Sick, and Personal Time Off
- Pet Insurance
- Bonus Program
- Comprehensive Onboarding Program
- Continuing Education / Personal Development Programs
- Flexible Work Arrangements
- Employee Engagement Events
- Dress for Your Day Dress-Code
- Service Awards
- Structured training
- Licensing support
- Ongoing development opportunities
- Competitive pay
- Comprehensive health benefits
- Retirement savings matching
- Company-paid life and disability plans
- Generous paid time off
- Paid parental leave
- Wellbeing program
- HUB Gives community impact opportunities
- Career growth opportunities