Senior Personal Lines AE for HNW & Platinum Clients

Hub International; New York (NY); On-site; USD 95,000 - 116,000; Full time

Benefits offered by this job

Competitive pay with benefits

Paid time off

Wellbeing program

Career growth opportunities

Job summary

HUB International in New York seeks an experienced Senior Account Executive to manage a portfolio of high-net-worth and Platinum personal lines clients. You will mentor junior team members and lead renewal strategies, negotiations, and client communications to ensure exceptional service and retention.

The role requires sophisticated insurance expertise, strong relationship skills, and the ability to drive new business initiatives.

Qualifications

• Detail oriented with good mathematical and communication skills.
• Ability to understand, analyze, and research different lines of insurance.
• P&C license required; college degree or relevant work experience.

Responsibilities

• Manage and service a book of high-net-worth & Platinum personal lines clients as primary contact.
• Lead renewal strategies including carrier negotiations and coverage analysis.
• Ensure exceptional client service delivery and retention through proactive communication.
• Conduct risk assessments and annual reviews, prepare proposals and policy summaries.
• Collaborate with carrier partners to secure optimal terms and resolve underwriting issues.
• Maintain expert knowledge of high-net-worth insurance marketplace trends and carriers.
• Mentor and guide junior Account Executives and Assistant Account Executives.
• Develop and execute new business strategies to expand client base.

Skills

Attention to detail

Mathematical skills

Communication skills

Typing skills

Interpersonal skills

Education

College degree

P&C License

Tools

Applied Epic

Job description

HUB International in New York seeks an experienced Senior Account Executive to manage a portfolio of high-net-worth and Platinum personal lines clients. You will mentor junior team members and lead renewal strategies, negotiations, and client communications to ensure exceptional service and retention.

The role requires sophisticated insurance expertise, strong relationship skills, and the ability to drive new business initiatives.