Hybrid Account Executive II - Personal Lines

HUB International; Lower Melville (NY); Hybrid; USD 78,000 - 85,000; Full time

Benefits offered by this job

Health/dental/vision insurance

401(k) with company match

Paid time off

Job summary

HUB International is hiring an Account Executive II for our Personal Lines team on a Hybrid work schedule in the United States. The role focuses on managing a book of Middle Market clients, processing daily account activity, and supporting the accounting team with premium charges.

The position requires 3–5 years of experience, a Bachelor's degree, strong Excel/Word skills, and Applied Epic experience is preferred.

Qualifications

• Detail oriented with excellent communication skills.
• Ability to understand, analyze, and research different lines of insurance.
• Good typing skills and computer literacy.
• Ability to work within designated time frames.
• Good interpersonal skills.
• College degree or relevant work experience

Responsibilities

• Maintaining account folders in accordance with internal Quality Control guidelines.
• Check policy coverages and endorsements on all new business and renewals for accuracy and relevance.
• Complete specs, prepare proposals, policy summaries and reviews.
• Ability to use various online rating systems.
• Process endorsements, placement requests and invoicing: Credit, Debit, Monthly reports.
• Review policies for accuracy and adequacy of coverage, including rating calculations.
• Assist with Accounting department on research and justification of premium charges as compared with endorsements and invoices.
• Handle or refer insured’s and underwriter’s questions.
• Perform other specific duties as directed by the department manager &/or team leads.
• Pursue a program of professional development

Skills

Detail oriented

Excellent communication

Research and analysis

Time management

Interpersonal skills

Education

Bachelor's degree

Tools

Excel

Word

Applied Epic

Job description

HUB International is hiring an Account Executive II for our Personal Lines team on a Hybrid work schedule in the United States. The role focuses on managing a book of Middle Market clients, processing daily account activity, and supporting the accounting team with premium charges.

The position requires 3–5 years of experience, a Bachelor's degree, strong Excel/Word skills, and Applied Epic experience is preferred.