We currently have an opportunity for a Regional Sales Officer to join our Personal Lines team in any of our Northeast offices on a Hybrid Work Schedule.
Position Overview
The Regional Sales Officer (RSO), Personal Lines is a senior leadership role responsible for driving new business production, deepening carrier partnerships, and accelerating organic growth across HUB Northeast's Personal Lines and Private Client Group (PCG). The RSO serves as a key strategic partner to regional leadership, guiding go-to-market execution, producer engagement, and national PCG alignment. This role is designed for a high-performing individual who can operate effectively as both a relationship builder and a strategic sales leader within the high-net-worth (HNW) and ultra-high-net-worth (UHNW) insurance market.
Core Responsibilities
New Business Development & Production Management
- Lead, manage, and coach the regional Personal Lines new business development team to achieve and exceed production goals
- Establish and track key performance indicators (KPIs) across the new business pipeline, conversion rates, and revenue targets
- Actively support producers in identifying, developing, and closing HNW/UHNW new business opportunities
- Partner with account management teams to maximize cross-sell and upsell opportunities within the existing client base
Carrier Relationship Management
- Serve as a regional point of contact for key carrier partners including PURE, Chubb, AIG, Berkley One, Cincinnati, Vault, and others
- Stay current on carrier appetite changes, product updates, and competitive intelligence; disseminate insights to the production team
- Represent HUB Northeast at carrier events, councils, and advisory boards
Producer Plant Development
- Build and maintain deep, trust-based relationships with all producers across the HUB Northeast region, both inside and outside of Personal Lines
- Act as a resource and advocate for producers navigating complex HNW placement, underwriting challenges, or coverage strategy
- Drive cross-line collaboration by educating commercial, employee benefits, and specialty producers on private client referral opportunities
- Conduct regular producer touchpoints, joint calls, and office visits to maintain high engagement across the producer plant
- Cultivate, and grow regionally identified network of COIs
- Represent HUB at COI-focused events, industry forums, and networking opportunities
- Collaborate with producers to leverage COI relationships for joint business development activity
Strategic Leadership & Department Growth
- Participate in senior leadership meetings to contribute to department strategy, growth planning, and initiative tracking
- Partner with the Regional President and PCG leadership to develop and implement annual and multi-year growth strategies
- Monitor regional market trends, competitor activity, and M&A opportunities relevant to Personal Lines
- Support due diligence and integration efforts for acquisitions with a Personal Lines or private client component
National Private Client Group Alignment
- Participate in leadership meetings, working groups, and collaborative initiatives
- Champion national program rollouts, product introductions, and operational improvements at the regional level
- Share regional insights, production trends, and market intelligence with national PCG leadership to inform enterprise-wide strategy
Qualifications
Required
- 10+ years of experience in personal lines insurance with a focus on high-net-worth or private client segments
- Demonstrated track record of new business production success in the HNW/UHNW market
- Established carrier relationships across the private client marketplace
- Experience leading or managing sales teams in an insurance brokerage or agency environment
- Deep understanding of HNW personal lines products including high-value homes, auto, watercraft, valuable articles, excess liability, and specialty coverages
- Active Property & Casualty insurance license (multi-state preferred)
- Strong communication, presentation, and relationship management skills
Preferred
- Bachelor's degree in Business, Finance, or a related field
- CPCU, CIC, CPRM, or other relevant professional designation
- Experience with family office, wealth management, or financial services partnerships
- Familiarity with HUB International's platforms, tools, and operating model
- Prior involvement in M&A due diligence or integration activity
What We Offer You
At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.
We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.
Benefits you may enjoy as part of the HUB International team:
- 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
Ready to take the next step? Apply today.
Department Account Management & Service
Required Experience: 10-15 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
