Senior Account Executive -- Personal Lines

HUB International•Berkeley Heights, NJ

11d•$90,000 - $110,000•Hybrid

About The Position

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. 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. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. 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.