Senior Account Executive - Personal Lines

About the role

HUB International is seeking an experienced Senior Account Executive to join our Personal Lines team in Berkeley Heights, NJ. This role offers a hybrid work schedule and is responsible for managing a portfolio of high-net-worth personal insurance clients.

Responsibilities

• Manage an assigned book of high-net worth personal insurance clients with varying size and complexity.
• Establish and grow substantive relationships with existing and prospective clients to deliver excellent client experience.
• Schedule and conduct face-to-face and virtual meetings with clients for annual reviews.
• Analyze and evaluate clients' current insurance and provide feedback and suggestions on program improvement.
• Achieve assigned annual financial metrics focused on retention and revenue growth.
• Understand carrier underwriting appetite and effectively use rating software to market accounts with various carriers.
• Prepare and present proposals as needed.
• Review accurate information on all new prospects/clients by documenting EPIC and updating client information in our agency management system.
• Engage in 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 positions.
• Understanding of the Private Client marketplace and 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

• Bachelor's degree (4-year degree).

Skills

• Strong interpersonal and relationship-building skills.
• Effective communication and presentation skills.
• Ability to handle multiple tasks and prioritize deadlines.
• Knowledge of private client insurance markets and carriers.
• Experience with rating software and proposal preparation.

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 $75,000 to $80,000, with the actual salary 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.

Schedule

This role offers a hybrid work schedule.

Department

Account Management & Service

Required Experience

5-7 years of relevant experience

Required Travel

Negligible

Contact Information

To inquire about accommodations for applying to this position, please contact the recruiting team at HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use it to inquire about the status of applications.