HNW Private Client Account Executive - Hybrid

HUB International; Whitpain Township (PA); Hybrid; USD 95,000 - 140,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

HUB International in Pennsylvania is seeking a Private Client Account Executive to manage a High Net Worth personal lines book, delivering expert insurance advice and tailored service to elite clients and brokers.

You will renew, quote, and coordinate with carriers, uphold regulatory standards, collaborate with Producers, and drive growth across existing accounts; 5–7 years' experience, license, and EPIC familiarity preferred.

Qualifications

• Minimum 5–7 years of High Net Worth Personal Lines experience.
• Bachelor’s degree preferred; equivalent combination of education and relevant industry experience will be considered.
• Active Property & Casualty 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.

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.

Skills

HNW Personal Lines

EPIC experience

Communication skills

P&C license

Travel readiness

Education

Bachelor’s degree

Tools

EPIC software

Job description

HUB International in Pennsylvania is seeking a Private Client Account Executive to manage a High Net Worth personal lines book, delivering expert insurance advice and tailored service to elite clients and brokers.

You will renew, quote, and coordinate with carriers, uphold regulatory standards, collaborate with Producers, and drive growth across existing accounts; 5–7 years' experience, license, and EPIC familiarity preferred.