Jobs via eFinancialCareers
Account Executive
Jobs via eFinancialCareers, Park City, Utah, United States, 84060
HUB International is a leading insurance brokerage firm in all lines of insurance.Our Private Client Team group, based out of our Summit, NJ office, is currently seeking an Account Executive to provide insurance and risk management consultation for high net worth clients.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 an excellent client experience.Schedules and conducts 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.Qualifications:
4 year college degree or equivalent work experienceAt least 3-7 years of experience in related positionUnderstanding of the Private Client marketplace & carriersA Property & Casualty Insurance licenseInsurance designation preferred (CPRIA, CPCU, ARM, CIC)EPIC experience preferredAbility to manage multiple responsibilities in a deadline driven environmentProven ability to work independently and collaboratively with a teamExcellent written and verbal communication skillsProficiency with Microsoft Office SuiteDepartment: Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalentHUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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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 an excellent client experience.Schedules and conducts 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.Qualifications:
4 year college degree or equivalent work experienceAt least 3-7 years of experience in related positionUnderstanding of the Private Client marketplace & carriersA Property & Casualty Insurance licenseInsurance designation preferred (CPRIA, CPCU, ARM, CIC)EPIC experience preferredAbility to manage multiple responsibilities in a deadline driven environmentProven ability to work independently and collaboratively with a teamExcellent written and verbal communication skillsProficiency with Microsoft Office SuiteDepartment: Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalentHUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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