Team Manager, Private Client Group

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' 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.

THE OPPORTUNITY:

The Washington PCG Team Manager is a frontline leadership role responsible for managing a team of 7 Private Client Account Managers and Account Executives serving high-net-worth clients across Washington state. This position reports directly to the SVP of Personal Lines Operations and sits alongside peer managers leading the Oregon PCG team and the AAM/Operations function.

This is a hybrid, Bothell-based player-coach role. The right candidate brings strong HNW personal lines technical expertise and the interpersonal skills to coach, develop, and retain a high-performing service team — while staying hands-on enough to support complex client situations. The Manager will work closely with the Personal Lines leadership team to sustain the team's industry-leading retention performance and support a growing, acquisition-active practice.

DUTIES & RESPONSIBILITIES:

Team Leadership & People Management

• 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 performance conversations, and annual reviews in partnership with the SVP and HR Business Partner.
• Collaborate with the Personal Lines leadership team on onboarding, training, and individual development planning.
• Participate in hiring decisions, performance improvement planning, and, when necessary, separation processes in coordination with HR.
• Build and sustain a team culture grounded in service excellence, accountability, and continuous professional growth.

Client Retention & Service Quality

• Own retention outcomes for the Washington PCG team; monitor at-risk accounts and coordinate proactive outreach strategies.
• Serve as a senior technical resource for complex coverage questions, remarketing situations, and escalated service issues.
• Ensure consistent delivery of HUB's Private Client service standards across all client touchpoints.
• Oversee renewal workflows, carrier negotiations, and endorsement processing quality across the team.
• Support the integration of acquired books into the WA PCG team, with particular attention to client retention risk in the first 90–120 days post-acquisition.

Operations & Performance Management

• Monitor team workload, workflow adherence, and key performance indicators including financial retention rate, account rounding, and service turnaround times.
• Partner with the Director of Operations (PCG) to ensure consistent use of agency management systems, SOPs, and documentation standards (Epic/Applied).
• Identify and surface capacity, training, or process gaps to the SVP; contribute to operational improvement initiatives as the practice scales.

Carrier & Market Relationships

• Maintain strong working relationships with key PCG carriers including Chubb, PURE, Private Client Select, Cincinnati, and others active in the WA HNW market.
• Stay current on carrier appetite, underwriting guideline changes, and market conditions; communicate relevant updates to the team promptly.

Advocate for clients and team members in complex remarketing and underwriting situations.

QUALIFICATIONS:

Required

• Minimum 7 years of experience in personal lines insurance, with at least 3 years focused on high-net-worth or private client accounts.
• Active Washington P&C license.
• Demonstrated ability to manage client retention for complex HNW personal lines accounts.
• Working knowledge of HNW carriers and their products (Chubb, PURE, Private Client Select, Cincinnati, etc.).
• Proficiency with agency management systems; Epic/Applied experience preferred.
• Strong written and verbal communication skills; comfortable in both client-facing and leadership contexts.
• Must be able to work on-site at the Bothell, WA office on a hybrid schedule.

Preferred

• Experience managing or mentoring a team of 5 or more direct reports.
• Background in or familiarity with family office and estate planning-adjacent client relationships.
• Experience supporting M&A book integrations or onboarding acquired client portfolios.

WHAT SUCCESS LOOKS LIKE — FIRST 12 MONTHS

• WA PCG team retention rate at or above the 98% PCG financial retention benchmark.
• All 7 AMs/AEs have documented development plans and are receiving regular, structured coaching.
• The Manager is the person the team brings their hard problems to — trusted resource, not just an administrator.
• Carrier and client escalations are handled with speed and competence, with minimal upward escalation required.
• Acquired book integrations are managed proactively, with a clear 90-day retention plan for each transition.

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 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.

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at  http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

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 US Recruiting Team toll-free at (844) 300-9193 or [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $90,000 - $115,000k depending on geographical location 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, and eligible bonuses, equity and commissions for some positions.

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LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  Apply online today!

Department Account Management & Service

Required Experience: 7-10 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma

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.