Senior Personal Lines Advisor for High-Net-Worth Clients

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

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.