Account Executive - Personal Lines
At HUB International, we believe the best workplaces invest in their people, celebrate their communities, and build cultures where everyone belongs. Recognized as one of America's Greatest Workplaces for Culture, Belonging, and Community, and among the top 20 Best Finance Companies to Work For as rated by women, we help individuals, families, and businesses protect and plan for what matters most through insurance, retirement, and wealth management products and services. As one of the world's largest insurance brokerages, HUB brings together global resources and local agility across over 540 locations and 20,000 professionals in North America.
About the role
We are seeking an Account Executive to manage a book of Premier Middle Market clients, processing daily account activity in our Melville, NY office on a hybrid work schedule.
Responsibilities
- Maintain account folders in accordance with internal Quality Control guidelines
- Check policy coverages and endorsements on all new business and renewals for accuracy and relevance
- Complete specs, prepare proposals, policy summaries, and reviews
- Use various online rating systems
- Process endorsements, placement requests, and invoicing: Credit, Debit, Monthly reports
- Review policies for accuracy and adequacy of coverage, including rating calculations
- Assist with Accounting department on research and justification of premium charges as compared with endorsements and invoices
- Handle or refer insured’s and underwriter’s questions
- Perform other specific duties as directed by the department manager &/or team leads
- Pursue a program of professional development
Requirements
- Detail oriented with excellent communication skills
- Ability to understand, analyze, and research different lines of insurance
- Good typing skills and computer literacy
- Ability to work within designated time frames
- Good interpersonal skills
- College degree or relevant work experience
- P&C License required
- 3-5 years of relevant experience
Skills
- Strong computer skills; Excel & Word a must
- High Net Worth carrier experience preferred
- Applied Epic Experience preferred
Benefits
- 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
Pay
The expected salary range for this position is $35.16/hr to $46.71/hr and will be impacted by factors such as skills, experience, and working location.
Department: Account Management & Service