Senior Personal Lines Insurance Account Executive

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

Benefits offered by this job

Competitive pay and comprehensive bene

Health/dental/vision insurance

Retirement matching

Generous paid time off

Job summary

HUB International Limited is seeking an experienced professional to manage a book of high-net-worth personal insurance clients in the United States. You will build substantive relationships with clients, conduct regular reviews, and collaborate with carriers to optimize coverage and pricing.

The role requires a 4-year degree, 3–7 years of related experience, and a Property & Casualty license. EPIC experience is preferred, with strong communication and MS Office skills.

Qualifications

• 4-year college degree or equivalent work experience required.
• Property & Casualty Insurance license required.
• Insurance designations CPRIA, CPCU, ARM, CIC preferred.
• EPIC experience preferred.

Responsibilities

• Manages an assigned book of high-net-worth personal insurance clients with portfolios of varying size and complexity.
• Establishes and grows relationships with existing and prospective clients to deliver excellent client experience.
• Schedules and conducts face-to-face and virtual meetings for annual reviews and provides feedback on program improvement.
• Achieves annual financial metrics focused on retention and revenue growth.
• Understands carrier underwriting appetite and uses rating software to market accounts with various carriers and present proposals.
• Reviews client information in the agency management system and documents EPIC accordingly.
• Cross-sell initiatives into the managed book of business and individually where appropriate.

Skills

Excellent written and verbal comms

EPIC experience

Education

4-year college degree or equivalent work experience

Property & Casualty Insurance license

Insurance designation CPRIA, CPCU, ARM, CIC

EPIC experience preferred

Tools

Microsoft Office Suite

EPIC software

Job description

HUB International Limited is seeking an experienced professional to manage a book of high-net-worth personal insurance clients in the United States. You will build substantive relationships with clients, conduct regular reviews, and collaborate with carriers to optimize coverage and pricing.

The role requires a 4-year degree, 3–7 years of related experience, and a Property & Casualty license. EPIC experience is preferred, with strong communication and MS Office skills.