5-7 years experience in High Net Worth Personal Lines insurance, preferably at an established brokerage.
Bachelor's degree preferred but other education plus experience will be considered.
Active Property & Casualty insurance license is mandatory.
Proven track record managing multiple complex accounts accurately in a fast-paced environment.
Strong communication skills for interaction with sophisticated clients and carrier partners.
Experience with agency management systems, particularly EPIC, is a plus.
In-depth knowledge of major High Net Worth insurers like Chubb and AIG.
Responsibilities
Manage High-Net-Worth personal lines accounts to ensure client satisfaction and retention.
Provide expert insurance risk management advice throughout the policy lifecycle.
Conduct coverage reviews to identify opportunities and make informed recommendations.
Oversee delivery of HUB services, including renewals and marketing activities for clients.
Build strong relationships with carrier representatives and underwriters for better terms and pricing.
Collaborate with Producers to grow business through cross-selling and upselling.
Ensure accuracy and compliance in account documentation and activities.
Benefits
Hybrid work schedule to promote work-life balance.
Access to a network of industry experts for professional growth.
Opportunities for ongoing training and development in the insurance sector.
Supportive team environment with collaborative cross-departmental efforts.
Potential for career advancement within the organization.
Full Job Description
We are looking for a Private Client Account Executive to join our Personal Lines team on a Hybrid work schedule.
This role is responsible for managing a book of insurance business mainly focused on the HNW space, providing professional and courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. The Account Executive serves as a primary client advisor and broker-consultant, supporting Producers and other support staff in obtaining, maintaining, and expanding business.
Key Responsibilities
Manage an assigned book of High-Net-Worth personal lines business, including accounts of varying size and complexity, ensuring high levels of client satisfaction and retention.
Provide comprehensive insurance and risk management counsel, acting as a technical resource and advocate for clients throughout the policy lifecycle.
Conduct thorough reviews of coverage, exposures, limits, and pricing; identify gaps and opportunities; and deliver clear, timely recommendations to clients.
Coordinate and oversee the delivery of all HUB services to assigned clients, including renewals, marketing, stewardship activities, and service deliverables.
Develop and maintain effective working relationships with carrier representatives, underwriters, and other external partners to secure optimal terms, coverage, and pricing.
Collaborate with Producers and internal stakeholders to drive organic growth through cross-selling, upselling, and development of new business from existing accounts and assigned leads.
Ensure accuracy, quality, and regulatory compliance in all account documentation, correspondence, and transactional activities.
Support Producers in obtaining, maintaining, and expanding business across the HNW and client segments.
Qualifications
Minimum 5-7 years of High Net Worth Personal Lines experience with an established insurance brokerage or equivalent environment.
Bachelor's degree preferred; equivalent combination of education and relevant industry experience will be considered.
Active Property & Casualty insurance license required.
Demonstrated ability to manage multiple complex accounts in a deadline-driven, high-volume environment with a high degree of accuracy and attention to detail.
Strong written, verbal, and presentation skills, with the ability to communicate effectively with sophisticated clients and carrier partners.
Proficiency with automated agency management systems; experience with EPIC strongly preferred.
In-depth knowledge of major High Net Worth personal lines carriers, including Chubb, AIG, PURE, ACE, and Travelers.
Ability to travel as business needs require for client, carrier, or internal meetings.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Hub International Limited is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. With more than 13,000 employees in offices located throughout North America, Hub's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
