Middle Market Account Executive

HUB International; Whitpain Township (PA); On-site; USD 70,000 - 90,000; Full time

Job summary

HUB International is seeking a Private Client Account Executive in Whitpain Township, Pennsylvania. This role focuses on managing High-Net-Worth personal lines business while ensuring high client satisfaction and retention. The executive will act as a technical resource and work closely with internal teams and clients.

The ideal candidate will have a strong background in the insurance industry, with minimum 5–7 years of experience and an active insurance license. A Bachelor's degree is preferred. This position offers a hybrid work schedule.

Qualifications

• Minimum 5–7 years of High Net Worth Personal Lines experience with an established insurance brokerage.
• Active Property & Casualty insurance license is required.
• Demonstrated ability to manage multiple complex accounts with accuracy.

Responsibilities

• Manage an assigned book of High-Net-Worth personal lines business.
• Provide comprehensive insurance and risk management counsel to clients.
• Conduct thorough reviews of coverage, exposures, and pricing.

Skills

High Net Worth Personal Lines experience

Client relationship management

Communication skills

Attention to detail

Knowledge of insurance carriers

Education

Bachelor's degree

Tools

EPIC

Agency management systems

Job description

Private Client Account Executive – Personal Lines, Hybrid work schedule

Key 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.

Qualifications

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

Department: Account Management & Service

Required Experience: 5–7 years of relevant experience

Required Travel: Negligible

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

Equal Employment Opportunity Statement: HUB International Limited is an equal opportunity 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.