Senior Account Executive
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 our growing team. This role requires sophisticated insurance expertise, exceptional client relationship management, and the ability to drive strategic renewal and new business initiatives. The Senior Account Executive will manage and service a book of high-net-worth & Platinum-level personal lines clients, serving as the primary point of contact for complex insurance needs. This role involves leading comprehensive renewal strategies, including carrier negotiations, coverage analysis, and premium optimization for sophisticated personal insurance programs. Ensuring exceptional client service delivery and retention through proactive communication and strategic account management is key. The position requires conducting thorough risk assessments and annual reviews, preparing proposals, and policy summaries. Collaboration with carrier partners to secure optimal coverage terms and resolve complex underwriting situations is also a responsibility. Maintaining expert knowledge of the high-net-worth insurance marketplace trends, carrier appetites, and emerging coverage solutions is essential. Additionally, the Senior Account Executive will mentor and guide junior Account Executives and Assistant Account Executives, providing technical training and professional development support, and developing and executing new business strategies to expand the client base and deepen existing client relationships. Experience working with HNW carriers Chubb, Pure, Cincinnati, Berkley One, and AIG/PCS is required.
Requirements
- Detail oriented with good mathematical and communication skills
- Ability to understand, analyze, and research different lines of insurance
- Good typing skills and computer literacy
- Ability to work within designated time frames
- Good interpersonal skills
- College degree or relevant work experience
- P&C License required
- Strong computer skills; Excel & Word a must
- 5-7 years of experience
- Experience working with HNW carriers Chubb, Pure, Cincinnati, Berkley One, and AIG/PCS
Nice To Haves
- Applied Epic Experience Preferred
Responsibilities
- Manage and service a book of high-net-worth & Platinum-level personal lines clients, serving as primary point of contact for complex insurance needs
- Lead comprehensive renewal strategies, including carrier negotiations, coverage analysis, and premium optimization for sophisticated personal insurance programs
- Ensure exceptional client service delivery and retention through proactive communication and strategic account management
- Conduct thorough risk assessments and annual reviews, 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
- 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
- Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
- Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
- A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
