Personal Insurance Account Executive - Private Client Group

About HUB

Join our Stevie Award Winning Team at HUB International!

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 14,000 professionals in 500 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 an Account Executive . The selected employee will be responsible for servicing assigned high net worth/private client group personal insurance accounts. Account rounding and the development of new business as appropriate and in accordance with the practices, policies and procedures of the Company.

Responsibilities:

• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.

• Develop and maintain relationships with clients to ensure that all service needs are met.

• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.

• Gather information from clients and prepare applications regarding new and/or renewal coverage.

• Prepare policy quotes based on client’s needs, rates and coverages.

• Prepare all transactions for assigned accounts, i.e., applications, invoices, forms.

• Maintain the accuracy of data in the agency management system.

• Complete annual client reviews for all Private Client Group clients with revenues of $3,000 and above and conduct in person review s with clients with revenues of $5,000 and above.

• Work closely with commercial producers who may be connected with these accounts and keeping them apprised of major issues or changes to the personal insurance program.

• May handle collections of premiums due.

• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.

• Other responsibilities as assigned by Manager.

Qualifications:

• Five years of related experience with high net worth personal insurance accounts.

• Thorough knowledge of personal lines coverages and markets with particular knowledge of the high valued market place.

• Producer’s license.

• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

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