Business Development Manager – Private Client Group

Overview:

Responsibilities:

• Assist in developing and achieving maximum sales volume consistent with individual’s and company objectives.
• Obtain complete insurance information from prospective clients and business partners who are acting on behalf of their clients.
• Prepare client risk management questions to obtain additional risk information that will be required by insurance carriers.
• Interface with Hub production team and internal Hub support staff to develop a strategy regarding appropriate carrier selection and develop a timeline for proposal delivery to ensure an efficient processing of business.
• Work closely with our insurance carriers to obtain the most appropriate client terms, conditions and pricing for their needs.
• Prepare and/or present accurate proposals to prospects and clients. Close sale.
• Prepare accurate and complete applications on new and renewal business, including narrative describing all operations of the risk. Collaborate on preparation of marketing submissions for new business.
• Work closely with commercial producers who may be connected with these accounts and keeping them apprised of major issues and issuance of coverage for their client referrals.
• Coordinate onboarding and the service transition to either the Private Client Group service team or Middle Market service team.
• Collaborate with Account Manager to design and maintain appropriate insurance programs for existing accounts.
• Assist with annual insurance reviews when required.
• Assist in collecting money, arranging satisfactory financing or canceling coverage.
• Maintain production reports and attend sales meetings as required.
• Manage inside sales technical staff and other inside sales team members to ensure the efficiency and effectiveness of the inside sales team.
• Manage weekly status reports to ensure the timely delivery of proposals to clients and business partners.
• Coordinate team training (carrier, sales, team dynamics) to ensure personal development and thought leadership in the industry which benefits both team members and our clients.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to client needs and Hub growth and profit objectives.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Other responsibilities as assigned by Manager.

Qualifications:

• Five years of related experience with high net worth personal insurance accounts.
• Thorough knowledge of personal lines coverages and markets with particular knowledge of the high valued market place.
• Producer’s license.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
• What We Offer You
• At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.
• We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.
• Benefits you may enjoy as part of the HUB International team:
• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education
• Ready to take the next step? Apply today.
• The expected salary range for this position is $88,571 to $115,000 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 such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
• 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.
• E-Verify Program
• We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.