Senior Account Executive - Personal Lines

Hub International Insurance • Berkeley Heights, NJ

3d

About The Position

The Senior Account Executive manages an assigned book of high-net-worth personal insurance clients with portfolios of varying size and complexity. The role builds and grows relationships with existing and prospective clients, delivers a strong client experience, and conducts annual reviews to assess current coverage and recommend improvements. The position also supports retention and revenue growth, markets accounts with insurance carriers, prepares proposals, maintains accurate client records, and identifies cross-sell opportunities.

Requirements

• Four-year college degree or equivalent work experience.
• At least 3–7 years of experience in a related position.
• Understanding of the Private Client marketplace and carriers.
• 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, such as CPRIA, CPCU, ARM, or CIC.
• EPIC experience preferred.

Responsibilities

• Manage an assigned book of high-net-worth personal insurance clients with portfolios of varying size and complexity.
• Establish and grow substantive relationships with existing and prospective clients to deliver an excellent client experience.
• Schedule and conduct face-to-face and virtual client meetings for annual reviews.
• Analyze and evaluate clients’ current insurance programs and provide feedback and suggestions for improvement.
• Achieve assigned annual financial metrics focused on retention and revenue growth.
• Understand carrier underwriting appetite and use rating software to market accounts with various carriers.
• Prepare and present proposals as needed.
• Review and document accurate information for new prospects and clients in EPIC, and update client information in the agency management system.
• Conduct cross-sell initiatives within the managed book of business and on an individual basis.

Benefits

• Comprehensive health, dental, vision, life, and disability insurance may be included in the benefits package.
• Flexible spending account (FSA) and health savings account (HSA).
• 401(k) accounts and retirement savings matching.
• Paid time off, including vacation, sick, and personal days.
• Paid parental leave.
• Wellbeing program.
• Eligible bonuses, equity, and commissions for some positions.
• Structured training, licensing support, and ongoing development opportunities.
• Company-paid life and disability plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior