Private Client Account Executive
About The Position
HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Paid Parental Leave Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that’s important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives POSITION SUMMARY: We currently have an opportunity for a hybrid role as a Senior Account Executive on our Private Client Team reporting to the Senior Vice President. Specific responsibilities include: 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 excellent client experience. Schedules and conduct 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. Please apply to join us if you meet the following requirements:
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
- A Property & Casualty Insurance license
- 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
Nice To Haves
- Insurance designation preferred (CPRIA, CPCU, ARM, CIC)
- EPIC experience preferred
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 excellent client experience.
- Schedules and conduct 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.
Benefits
- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Paid Parental Leave
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance, because that’s important for all of us!
- Focus on creating a meaningful environment through employee engagement events
- The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
- Growth potential - HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
