Senior Account Executive - Personal Lines
About The Position
HUB Private Client is seeking an experienced Senior Account Executive to manage a portfolio of high-net-worth and Platinum clients while providing mentorship and leadership to the growing team. The role requires sophisticated insurance expertise, exceptional client relationship management, and the ability to drive strategic renewal and new business initiatives. The position manages and services complex personal-lines insurance programs, leads renewals and carrier negotiations, conducts risk assessments and annual reviews, and supports retention and client growth. It also includes mentoring junior Account Executives and Assistant Account Executives through technical training and professional development.
Requirements
- 5–7 years of required experience.
- Experience working with HNW carriers Chubb, Pure, Cincinnati, Berkley One, and AIG/PCS.
- Detail-oriented, with good mathematical and communication skills.
- Ability to understand, analyze, and research different lines of insurance.
- Good typing skills and computer literacy; strong computer skills, including Excel and Word.
- Ability to work within designated time frames.
- Good interpersonal skills.
- College degree or relevant work experience.
- Property and Casualty (P&C) license required.
Nice To Haves
- Applied Epic experience preferred.
Responsibilities
- Manage and service a book of high-net-worth and Platinum-level personal-lines clients as the primary point of contact for complex insurance needs.
- Lead renewal strategies, including carrier negotiations, coverage analysis, and premium optimization for sophisticated personal insurance programs.
- Ensure exceptional client service and retention through proactive communication and strategic account management.
- Conduct risk assessments and annual reviews, and prepare proposals and policy summaries.
- Collaborate with carrier partners to secure optimal coverage terms and resolve complex underwriting situations.
- Maintain expert knowledge of high-net-worth insurance marketplace trends, carrier appetites, and emerging coverage solutions.
- Mentor and guide junior Account Executives and Assistant Account Executives, providing technical training and professional development support.
- Develop and execute new business strategies to expand the client base and deepen existing client relationships.
Benefits
- Comprehensive health, dental, vision, life, and disability insurance may be included in the total compensation package.
- Flexible spending accounts (FSA) and health savings accounts (HSA).
- 401(k) accounts and retirement savings matching.
- Paid time off, including vacation, sick, and personal days.
- Paid parental leave.
- Wellbeing program.
- Company-paid life and disability plans.
- Eligible bonuses, equity, and commissions for some positions.
- Structured training, licensing support, and ongoing development opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
