Account Executive II - Personal Lines

HUB InternationalMelville, NY
$78,000 - $90,000Hybrid

About The Position

At HUB International, we are an insurance brokerage firm that helps individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. We invest deeply in our people, empowering them to learn, grow, and make an impact. As one of the world’s largest insurance brokers, with over 20,000 professionals across 570+ offices in North America, HUB offers a unique blend of big-company resources and an entrepreneurial spirit, fostering innovation through industry-leading technology, collaboration, and centers of excellence. We are seeking an Account Executive II to join our Personal Lines team on a Hybrid work schedule. The purpose of this role is to manage a book of Premier Middle Market clients, processing daily account activity. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

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
  • P&C License
  • Strong computer skills (Excel & Word a must)
  • High Net Worth carrier experience
  • Applied Epic Experience
  • 3-5 years of relevant experience
  • Bachelor's degree (4-year degree) or relevant work experience

Responsibilities

  • Maintaining account folders in accordance with internal Quality Control guidelines
  • Check policy coverages and endorsement on all new business and renewals for accuracy and relevance
  • Complete specs, prepare proposals, policy summaries and reviews
  • Ability to 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

Benefits

  • comprehensive benefit and total compensation packages
  • health insurance
  • dental insurance
  • vision insurance
  • life insurance
  • disability insurance
  • FSA
  • HSA
  • 401(k) accounts
  • paid-time-off benefits
  • commissions for some positions
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