Prepares annual review reports and conducts client meetings to review the insurance program and ... Experience and demonstrated proficiency in an insurance Account Management role. * Excellent oral ...
Prepares annual review reports and conducts client meetings to review the insurance program and ... Experience and demonstrated proficiency in an insurance Account Management role. * Excellent oral ...
Private Client Account Manager
Dallas, TX ยท On-site
... client activity. Why Choose HUB? Throughout our network of more than 600 HUB offices in North ... Manages a book of insurance business, including personal lines accounts for affluent clients, while ...
New
Private Client Account Manager
Dallas, TX ยท On-site
... client activity. Why Choose HUB? Throughout our network of more than 600 HUB offices in North ... Manages a book of insurance business, including personal lines accounts for affluent clients, while ...
New
Private Client Account Manager
Dallas, TX ยท On-site
... client activity. Why Choose HUB? Throughout our network of more than 600 HUB offices in North ... Manages a book of insurance business, including personal lines accounts for affluent clients, while ...
Private Client Account Manager
Dallas, TX ยท On-site
... client activity. Why Choose HUB? Throughout our network of more than 600 HUB offices in North ... Manages a book of insurance business, including personal lines accounts for affluent clients, while ...
Prepares annual review reports and conducts client meetings to review the insurance program and ... Experience and demonstrated proficiency in an insurance Account Management role. * Excellent oral ...
Prepares annual review reports and conducts client meetings to review the insurance program and ... Experience and demonstrated proficiency in an insurance Account Management role. * Excellent oral ...
Private Client Account Manager
Dallas, TX ยท On-site
... client activity. Why Choose HUB? Throughout our network of more than 600 HUB offices in North ... Manages a book of insurance business, including personal lines accounts for affluent clients, while ...
Private Client Account Manager
Dallas, TX ยท On-site
... client activity. Why Choose HUB? Throughout our network of more than 600 HUB offices in North ... Manages a book of insurance business, including personal lines accounts for affluent clients, while ...
Private Client Account Manager, Personal Lines
$90K - $110K/yr
How you will have an impact at TPG A Private Client Account Manager puts their clients' best interests first. You are a trusted partner who provides exceptional service through clear communication ...
Private Client Account Manager, Personal Lines
$90K - $110K/yr
How you will have an impact at TPG A Private Client Account Manager puts their clients' best interests first. You are a trusted partner who provides exceptional service through clear communication ...
Private Client Account Executive
$90K - $110K/yr
Private Client Account Executive Department ... Personal Risk Management Employment Status: Full-Time, Remote Optional Office Location: 22 ...
Quick apply
Private Client Account Executive
$90K - $110K/yr
Private Client Account Executive Department ... Personal Risk Management Employment Status: Full-Time, Remote Optional Office Location: 22 ...
Risman Insurance Agencies is seeking an experienced Private Client Account Executive to manage and grow a portfolio of high-value personal insurance clients. This role is designed for a licensed ...
Risman Insurance Agencies is seeking an experienced Private Client Account Executive to manage and grow a portfolio of high-value personal insurance clients. This role is designed for a licensed ...
Private Client Account Executive
Tewksbury, MA ยท On-site
$85K - $250K/yr
Risman Insurance Agencies is seeking an experienced Private Client Account Executive to manage and grow a portfolio of high-value personal insurance clients. This role is designed for a licensed ...
Quick apply
Private Client Account Executive
Tewksbury, MA ยท On-site
$85K - $250K/yr
Risman Insurance Agencies is seeking an experienced Private Client Account Executive to manage and grow a portfolio of high-value personal insurance clients. This role is designed for a licensed ...
Private Client Account Executive
Tewksbury, MA ยท On-site
$85K - $250K/yr
Risman Insurance Agencies is seeking an experienced Private Client Account Executive to manage and grow a portfolio of high-value personal insurance clients. This role is designed for a licensed ...
Quick apply
Private Client Account Executive
Tewksbury, MA ยท On-site
$85K - $250K/yr
Risman Insurance Agencies is seeking an experienced Private Client Account Executive to manage and grow a portfolio of high-value personal insurance clients. This role is designed for a licensed ...
Private Client Account Executive - Personal Lines
$80K - $100K/yr
Manage a book of private client accounts, including renewals, account rounding, remarketing, endorsements, policy changes, claims, and cancellations. * Act as the primary point of contact for your ...
Private Client Account Executive - Personal Lines
$80K - $100K/yr
Manage a book of private client accounts, including renewals, account rounding, remarketing, endorsements, policy changes, claims, and cancellations. * Act as the primary point of contact for your ...
Personal Lines Account Manager - Private Client
Cedar Rapids, IA ยท On-site
$44K - $59K/yr
Private Client Account Manager TrueNorth is hiring a Private Client Account Manager to join our Personal Lines department! This position is open to candidates based in any of our office locations ...
Personal Lines Account Manager - Private Client
Cedar Rapids, IA ยท On-site
$44K - $59K/yr
Private Client Account Manager TrueNorth is hiring a Private Client Account Manager to join our Personal Lines department! This position is open to candidates based in any of our office locations ...
Personal Lines Account Manager - Private Client
Des Moines, IA ยท On-site
$43K - $59K/yr
Private Client Account Manager TrueNorth is hiring a Private Client Account Manager to join our Personal Lines department! This position is open to candidates based in any of our office locations ...
Personal Lines Account Manager - Private Client
Des Moines, IA ยท On-site
$43K - $59K/yr
Private Client Account Manager TrueNorth is hiring a Private Client Account Manager to join our Personal Lines department! This position is open to candidates based in any of our office locations ...
Personal Lines Account Manager - Private Client
Rosemont, IL ยท On-site
$45K - $61K/yr
Private Client Account Manager TrueNorth is hiring a Private Client Account Manager to join our Personal Lines department! This position is open to candidates based in any of our office locations ...
Personal Lines Account Manager - Private Client
Rosemont, IL ยท On-site
$45K - $61K/yr
Private Client Account Manager TrueNorth is hiring a Private Client Account Manager to join our Personal Lines department! This position is open to candidates based in any of our office locations ...
Account Manager- Private Client
Houston, TX ยท On-site
Manages client accounts receivables to ensure timely collection of premiums and payments to carriers * Understands, introduces, and leverages the services of Private Client Services Specialty ...
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Account Manager- Private Client
Houston, TX ยท On-site
Manages client accounts receivables to ensure timely collection of premiums and payments to carriers * Understands, introduces, and leverages the services of Private Client Services Specialty ...
JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES ... Manage Accounts Receivables * Manage Direct Billing with respect to Cancellations * Process mail ...
JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES ... Manage Accounts Receivables * Manage Direct Billing with respect to Cancellations * Process mail ...
Description High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of ...
Quick apply
Description High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of ...
Directly manage 7 Private Client Account Managers and Account Executives; serve as the primary day-to-day resource, escalation point, and coach for the team. * Conduct regular 1:1s, structured ...
Directly manage 7 Private Client Account Managers and Account Executives; serve as the primary day-to-day resource, escalation point, and coach for the team. * Conduct regular 1:1s, structured ...
Directly manage 7 Private Client Account Managers and Account Executives; serve as the primary day-to-day resource, escalation point, and coach for the team. * Conduct regular 1:1s, structured ...
Directly manage 7 Private Client Account Managers and Account Executives; serve as the primary day-to-day resource, escalation point, and coach for the team. * Conduct regular 1:1s, structured ...
Account Manager, Private Client Group- Position Summary The Account Manager supports the Private Client Group by delivering high-quality operational and service support in partnership with Account ...
Account Manager, Private Client Group- Position Summary The Account Manager supports the Private Client Group by delivering high-quality operational and service support in partnership with Account ...
Private Client Account Manager information
See salary details
$29.5K - $36.5K
5% of jobs
$36.5K - $43.4K
11% of jobs
$47.6K is the 25th percentile. Wages below this are outliers.
$43.4K - $50.4K
15% of jobs
$50.4K - $57.3K
14% of jobs
The median wage is $60K / yr.
$57.3K - $64.3K
14% of jobs
$64.3K - $71.2K
12% of jobs
$75.1K is the 75th percentile. Wages above this are outliers.
$71.2K - $78.2K
9% of jobs
$78.2K - $85.1K
7% of jobs
$85.1K - $92.1K
6% of jobs
$92.1K - $99K
4% of jobs
$99K - $106K
3% of jobs
$29.5K
$65.8K
$106K
How much do private client account manager jobs pay per year?
What is the difference between Private Client Account Manager vs Financial Advisor?
| Aspect | Private Client Account Manager | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | CFP, CFA, or similar certifications common |
| Work Environment | Banking or private wealth management firms | Independent or firm-based financial planning |
| Employer & Industry | Private banks, wealth management firms | Financial planning firms, banks, independent |
| Search & Comparison Intent | Client relationship, portfolio management | Financial planning, investment advice |
While both roles involve managing client assets, a Private Client Account Manager primarily focuses on maintaining client relationships and managing portfolios within private banking settings. A Financial Advisor offers broader financial planning and investment advice, often working independently or within firms. The roles overlap in credentials and client service but differ in scope and work environment.
What does a private client account manager do?
What cities are hiring for Private Client Account Manager jobs?
Cities with the most Private Client Account Manager job openings:
What states have the most Private Client Account Manager jobs?
States with the most job openings for Private Client Account Manager jobs include:
What are popular job titles related to Private Client Account Manager jobs?
For Private Client Account Manager jobs, the most frequently searched job titles are:

Private Client Account Manager
San Antonio, TX โข On-site
Full-time
Medical, Life
Re-posted 21 days ago
Job description
About HUB International
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 600 offices across the United States, Canada and Puerto Rico with more than 21,000 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.
Why Choose HUB?
Throughout our network of more than 600 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 that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
Job Duties:
- Manages a book of personal line insurance business focused on affluent clients, while acting with a degree of independent discretion, autonomy, and decision-making.
- Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.
- Works closely with sales producer and other HUB team members on all aspects of client service, marketing, and renewal 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 and critically analyzes and compares insurance plans to determine suitability.
- Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
- 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.
Qualifications:
- Experience working with high net worth insurance carriers
- Experience working with large Personal Lines accounts and affluent clients
- Experience working with farm & ranch accounts and middle market accounts highly desired
- Experience and demonstrated proficiency in an insurance Account Management role.
- Excellent oral and written 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.
- High School diploma or equivalent; college degree preferred.
- Holds current Texas General P&C License
#LI-KP1
Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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 teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.