Senior Account Executive - Personal Lines

Hub International; United States; On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) retirement plan

Paid time off

Job summary

HUB International is seeking a successful client relationship manager for high-net-worth personal insurance clients in the United States. You will grow and manage a portfolio, conduct annual client reviews, and drive retention and revenue growth.

The role requires a 4-year degree and 3–7 years of related experience, plus a P&C license. You will work in a collaborative team environment with competitive benefits and ongoing development opportunities.

Qualifications

• 4-year college degree or equivalent work experience.
• 3-7 years of experience in related position.
• Understanding of the Private Client marketplace & carriers.
• Property & Casualty Insurance license; insurance designations preferred (CPRI A, CPCU, ARM, CIC)

Responsibilities

• Manage an assigned book of high-net-worth personal insurance clients with portfolios of varying size and complexity.
• Build substantive relationships with existing and prospective clients to deliver excellent client experience.
• Schedule and conduct face-to-face and virtual client meetings for annual reviews and propose program improvements.
• Achieve annual financial metrics focused on retention and revenue growth.
• Understand carrier appetite and use rating software to market accounts and present proposals.

Skills

Client relationship management

Communication skills

Independent and collaborative

Education

Bachelor's degree or equivalent

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.

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.

Requirements :

• 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

The expected salary range for this position is $75,000 to $90,000 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.

What we offer you

We invest in your growth. HUB offers structured training, licensing support , and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• 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

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.

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.