Senior Account Executive -- Personal Lines

About the role

Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 570+ offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees.

Responsibilities

• Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios of varying size and complexity.
• Work to establish and grow substantive relationships with existing & prospective clients to deliver an excellent client experience.
• Schedules and conducts face to face & virtual meetings with clients to annual reviews. Reviews will analyze and evaluate clients’ current insurance and providing feedback and suggestions on program improvement.
• Achieves assigned annual financial metrics focused on retention & revenue growth.
• Understands carrier underwriting appetite and effectively use rating software to market accounts with various carriers prepare and present proposals, as needed.
• Reviewing accurate information on all new prospects/clients by documenting EPIC and updating client information in our agency management system accordingly.
• Additional responsibilities will include cross sell initiatives into your managed book of business as well as on an individual basis.

Requirements

• 4 year college degree or equivalent work experience
• At least 3-7 years of experience in related position
• Understanding of the Private Client marketplace & carriers
• Property & Casualty Insurance license
• Insurance designation preferred (CPRIA, CPCU, ARM, CIC)
• EPIC experience preferred
• Ability to manage multiple responsibilities in a deadline driven environment
• Proven ability to work independently and collaboratively with a team
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite

Qualifications

• Required Experience: 5-7 years of relevant experience
• Required Education: Bachelor's degree (4-year degree)

Skills

• Strong interpersonal and communication skills
• Ability to work independently and collaboratively
• Knowledge of private client insurance markets and carriers
• Experience with rating software and proposal preparation
• Proficiency with Microsoft Office Suite

Benefits

• 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 commissions for some positions.

Pay

The expected pay range for this position is $89,000 to $101,000 and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level.

Schedule

Negligible

Department

Account Management & Service

Contact Information

HUBRecruiting@hubinternational.com