Private Client Account Manager

HUB International

Private Client Account Manager managing affluent personal insurance clients through risk analysis and coverage comparison. Service focused role with a strong emphasis on client advocacy, retention, and relationship building.

Posted 6/11/2026full-timeBothell • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the client where applicable and invoicing
Regularly review client exposures, loss analysis, and design an insurance program that best meets the clients’ needs.
Complete annual client reviews, updating client risk exposures and making necessary changes to their insurance plan.
Develop relationships with centers of influence, including wealth managers, attorneys, realtors, and business owners with the goal of obtaining new clients.
Maintain a high level of client confidentiality and professionalism.

Requirements

What you’ll need

P & C Insurance Producer License Required
High School or equivalent
Four or more years insurance brokerage or property casualty insurance experience in account management role preferred

Benefits

Comp & perks

health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
paid-time-off benefits
eligible bonuses, equity and commissions for some positions

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

insurance brokerageaccount managementloss analysisclient renewal processpolicy changesnegotiationquote reviewinvoicingrisk exposure assessmentinsurance program design

Soft Skills

communicationrelationship buildingclient confidentialityprofessionalism

Certifications

P & C Insurance Producer License