Private Client Senior Account Executive

HUB International; Berkeley Heights (NJ); Hybrid; USD 87,000 - 96,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) Savings Plan

Paid time off

Flexible Work Arrangements

Job summary

HUB International in Berkeley Heights, NJ is seeking a Senior Account Executive to join our Personal Lines team on a Hybrid work schedule. You will manage an assigned book of high-net-worth personal insurance clients, grow relationships with existing and prospective clients, and conduct face-to-face or virtual annual reviews.

A 4-year college degree and 3–7 years of related experience, plus a Property & Casualty license (and insurance designations preferred), are required; HUB offers a

Qualifications

• 4-year college degree or equivalent work experience
• 3-7 years of related experience
• Understanding of the Private Client marketplace & carriers
• A Property & Casualty Insurance license
• Insurance designation preferred (CPRIA, CPCU, ARM, CIC)
• EPIC experience preferred
• Ability to manage multiple responsibilities in a deadline driven environment
• Proven ability to work independently and collaboratively with a team
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite

Responsibilities

• Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios of varying size and complexity
• Work to establish and grow substantive relationships with existing & prospective clients to deliver excellent client experience
• Schedules and conduct face-to-face & virtual meetings with clients to annual reviews
• Reviews will analyze and evaluate clients’ current insurance and providing feedback and suggestions on program improvement
• Achieves assigned annual financial metrics focused on retention & revenue growth
• Understands carrier underwriting appetite and effectively use rating software to market accounts with various carriers prepare and present proposals, as needed
• Reviewing accurate information on all new prospects/clients by documenting EPIC and updating client information in our agency management system accordingly
• Additional responsibilities will include cross sell initiatives into your managed book of business as well as on an individual basis

Skills

Relationship management

Client relationships

Communication skills

Independent_worker

Education

Bachelor's degree

Tools

EPIC

Job description

Discover a Career That Empowers You - Join HUB International

At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling. We would love for you to explore what is possible at HUB International.

We currently have an opportunity for a Senior Account Executive to join our Personal Lines team in our Berkeley Heights, NJ office on a Hybrid work schedule.

Specific responsibilities include:

• Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios of varying size and complexity.
• Work to establish and grow substantive relationships with existing & prospective clients to deliver excellent client experience.
• Schedules and conduct face-to-face & virtual meetings with clients to annual reviews.
• Reviews will analyze and evaluate clients’ current insurance and providing feedback and suggestions on program improvement.
• Achieves assigned annual financial metrics focused on retention & revenue growth.
• Understands carrier underwriting appetite and effectively use rating software to market accounts with various carriers prepare and present proposals, as needed.
• Reviewing accurate information on all new prospects/clients by documenting EPIC and updating client information in our agency management system accordingly.
• Additional responsibilities will include cross sell initiatives into your managed book of business as well as on an individual basis.

Qualifications

• 4-year college degree or equivalent work experience
• At least 3-7 years of experience in related position
• Understanding of the Private Client marketplace & carriers
• A Property & Casualty Insurance license
• Insurance designation preferred (CPRIA, CPCU, ARM, CIC)
• EPIC experience preferred
• Ability to manage multiple responsibilities in a deadline driven environment
• Proven ability to work independently and collaboratively with a team
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too. We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International team:

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

Ready to take the next step?

The expected salary range for this position is $87,000 to $96,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

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

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

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.

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.