Account Executive, Personal Lines (High-Net-Worth) jobs in United States
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HUB International · 6 months ago

Account Executive, Personal Lines (High-Net-Worth)

HUB International is a leading insurance brokerage firm, and they are seeking a Personal Lines Account Executive to manage an assigned book of business. This role involves developing client relationships, overseeing account management, and providing innovative insurance solutions to high-net-worth clients.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Manage an assigned book of business, develop client relationships, and strive to grow and retain clients
Work alongside the Producer, serving as the HUB’s primary consultant to the client
Ensure Producers are fully informed about client meetings and interfaces
Establish and maintain strong professional relationships with decision makers for assigned HUB clients
Obtain detailed knowledge of the client’s business and industry, articulating applicable exposures to loss, insurance coverages, and risk management solutions
Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle
Work cooperatively and professionally with AM colleagues to deliver HUB services and provide feedback on performance
Ensure all client service needs are promptly and professionally delivered
Conduct annual reviews with clients making coverage and loss control recommendations
Identify opportunities for cross-sell and up-sell of other HUB products and services
Maintain current receivable status for assigned clients and document unresolved circumstances
Design and deliver effective group presentations using various media
Perform other duties and projects as assigned

Qualification

High Net-Worth experiencePersonal Lines insuranceYacht/Marine InsuranceMicrosoft Office SuiteAMS (Epic preferred)Client relationship managementOral communicationWritten communicationTeam collaboration

Required

High School Diploma / GED; College degree strongly preferred
Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment
Must have High Net-Worth/Private Client experience
Currently licensed in good standing in required lines and states
Demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization
Computer proficient with Microsoft Office Suite, Outlook, and various AMSs (Epic preferred)
Willing to complete continuing education requirements, as needed
Willing to work outside of normal business, as needed
5-7 years of relevant experience

Preferred

Yacht/Marine Insurance experience preferred
Experience within the Entertainment industry is strongly preferred

Benefits

Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits
Eligible bonuses
Equity and commissions for some positions

Company

HUB International

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HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.

Funding

Current Stage
Public Company
Total Funding
$8.5B
Key Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B

Leadership Team

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Marc Cohen
Chairman of the Board and CEO
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Joseph C. Hyde
Chief Financial Officer
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Company data provided by crunchbase