Personal Lines Private Client Advisor

HUB International; Scottsdale (AZ); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, and Vision

401(k) Plan

Life and Disability Plans

Paid Time Off

Flexible Spending Accounts

Job summary

HUB International is seeking a driven Personal Lines Private Client Advisor to secure new business and cross-sell to high-net-worth clients, working with clients, account managers, underwriters, and claims reps to grow the book. You will collaborate with a growing team focused on client relations and service excellence.

The role requires licenses in Property/Casualty and Life/Health, plus strong math and communications skills.

Qualifications

• Property/Casualty and Life/Health Licenses.
• CPRIA/CISR/CIC designations highly preferred.
• Understand and analyze insurance coverages, forms, and policies.
• Above-average math skills and ability to rate insurance policies.
• Clear and concise written and oral communication skills.
• Organize, set, and maintain priorities.
• Work with minimum supervision.
• Technical education or minimum five years’ experience directly related to the position.
• Strong customer service skills.
• Intermediate knowledge of Epic and agency rating software.
• Basic knowledge of MS Office.
• Demonstrates HUB Southwest fundamentals like client ownership, trust, and proactive communication.

Responsibilities

• Service and sell personal insurance products to prospective and existing clients.
• Pursue new clients via networking and other promotional methods.
• Gather underwriting, pricing, and supporting data for submission preparation.
• Generate reports.
• Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives.
• Provide quality customer service to existing accounts.
• Assist in training other employees.
• Perform other duties as assigned.
• Pursue professional studies and maintain familiarity with trends in the industry and new insurance products.
• Meet annual new sales production goals, as defined locally.

Skills

B2B sales

Cold-calling

Customer service

Communication

Networking

Education

Bachelor's degree

Tools

Epic

MS Office

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

HUB International is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated Sales Professionals to join our team of Insurance Sales Producers. As a HUB Sales Professional, you will have the opportunity to sell insurance products and services for a global leader in the industry. We offer rewarding opportunities for experienced professionals and training for motivated individuals seeking career development. If you are a career-driven, entrepreneurial self-starter, this is an opportunity to achieve your full potential with HUB International!

Benefits

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. As a Producer, you will build a book of business and therefore build residual income year over year. Our top Producers in the company make $200K+ in just residual income, and our lines of insurance are a necessity that is always in demand! HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity! Other benefits you will enjoy as a Producer include:

• Rewards for top Producers Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Sick, and Personal Time Off
• Flexible Spending Accounts for: Healthcare Dependent care Parking and transit expense

Job Responsibilities

As a Personal Lines Private Client Advisor, you will be responsible for securing new business and cross-selling/up-selling to existing personal lines insurance clients, including High-Net-Worth clients. You would work directly with clients, account managers, company underwriters, and claims representatives to grow your book of business and to sell insurance products. You will be a member of a growing team with emphasis on client relations, service, and teamwork.

• Service and sell personal insurance products to prospective and existing clients.
• Pursue new clients via networking and other promotional methods.
• Gather underwriting, pricing, and supporting data for submission preparation.
• Generate reports.
• Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives.
• Provide quality customer service to existing accounts.
• Assist in training other employees.
• Perform other duties as assigned.
• Pursue professional studies and maintain familiarity with trends in the industry and new insurance products.
• Meet annual new sales production goals, as defined locally.

Qualifications

In this role, you must be an independent self-starter who is able to sell and develop strong business-to-business relationships. We are seeking confident professionals who are not afraid of cold-calling and developing new business. This is an excellent opportunity for experienced and novice professionals alike, with a range of 3-15 years of business-to-business sales experience.

• Property/Casualty and Life/Health Licenses
• CPRIA/CISR/CIC designations highly preferred
• Understand and analyze insurance coverages, forms, and policies.
• Above-average math skills and ability to rate insurance policies.
• Clear and concise written and oral communication skills.
• Organize, set, and maintain priorities.
• Work with minimum supervision.
• Work normally scheduled hours and additional time as needed.
• Technical education or minimum five years’ experience directly related to the position.
• Strong customer service skills.
• Intermediate knowledge of Epic and agency rating software.
• Basic knowledge of MS Office.
• Demonstrates HUB Southwest fundamentals like client ownership, trust, and proactive communication

About Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

Equal Employment Opportunity

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career. Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career Inserted bullet information here

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.