Private Client Insurance Advisor – High-Net-Worth Growth

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

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.