Senior Account Executive - High-Net-Worth Insurance Growth

HUB International; Berkeley Heights (NJ); On-site; USD 87,000 - 102,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) Savings Plan

Flexible Work Arrangements

Dress for Your Day Policy

Onboarding and Education

Job summary

HUB International is seeking an experienced Account Manager to lead a book of high-net-worth personal insurance clients in New Jersey. You will build relationships, review coverage, and present proposals to retain and grow accounts.

With 3–7 years in a related role, you will work independently and with a team, leveraging EPIC and Microsoft Office to deliver excellent client service and strategic risk advice.

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 valid Property & Casualty Insurance license required.
• 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 for annual reviews.
• Reviews will analyze and evaluate clients’ current insurance and provide 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

Communication skills

Education

Bachelor's degree

Tools

Microsoft Office

EPIC experience

Job description

HUB International is seeking an experienced Account Manager to lead a book of high-net-worth personal insurance clients in New Jersey. You will build relationships, review coverage, and present proposals to retain and grow accounts.

With 3–7 years in a related role, you will work independently and with a team, leveraging EPIC and Microsoft Office to deliver excellent client service and strategic risk advice.