Senior Account Executive - Personal Lines
About The Position
HUB International is seeking a Senior Account Executive to join their Personal Lines team in Berkeley Heights, NJ. This role operates on a Hybrid work schedule. The Senior Account Executive will manage an assigned book of high-net worth personal insurance clients, focusing on establishing and growing relationships, conducting annual reviews to analyze and improve insurance programs, and achieving financial metrics for retention and revenue growth. The role involves understanding carrier underwriting, using rating software, marketing accounts, preparing proposals, documenting client information in EPIC, and participating in cross-sell initiatives. HUB International emphasizes a supportive work culture, continuous learning, and career growth, offering a broad range of insurance, retirement, and wealth management products and services.
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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
