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HUB International · 1 day ago

Senior Account Executive -- Personal Lines

Berkeley Heights, NJ

Full-time

Hybrid

Mid, Senior Level

$89K/yr - $101K/yr

5+ years exp

HUB International is the largest privately owned global insurance broker, providing a wide range of insurance products and services. The Senior Account Executive will manage high-net worth personal insurance clients, establish and grow client relationships, and achieve financial metrics focused on retention and revenue growth.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

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

Qualification

Property & Casualty Insurance licensePrivate Client marketplaceInsurance designation CPRIAInsurance designation CPCUInsurance designation ARMInsurance designation CICEPIC experienceMicrosoft Office SuiteManage multiple responsibilitiesCommunication skillsWork independentlyCollaboratively