Senior Private Client Advisor | High-Net-Worth Insurance

HUB International; Berkeley Heights (NJ); Hybrid; USD 87,000 - 96,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) Savings Plan

Paid time off

Flexible Work Arrangements

Job summary

HUB International in Berkeley Heights, NJ is seeking a Senior Account Executive to join our Personal Lines team on a Hybrid work schedule. You will manage an assigned book of high-net-worth personal insurance clients, grow relationships with existing and prospective clients, and conduct face-to-face or virtual annual reviews.

A 4-year college degree and 3–7 years of related experience, plus a Property & Casualty license (and insurance designations preferred), are required; HUB offers a

Qualifications

• 4-year college degree or equivalent work experience
• 3-7 years of related experience
• 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

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 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

Skills

Relationship management

Client relationships

Communication skills

Independent_worker

Education

Bachelor's degree

Tools

EPIC

Job description

HUB International in Berkeley Heights, NJ is seeking a Senior Account Executive to join our Personal Lines team on a Hybrid work schedule. You will manage an assigned book of high-net-worth personal insurance clients, grow relationships with existing and prospective clients, and conduct face-to-face or virtual annual reviews.

A 4-year college degree and 3–7 years of related experience, plus a Property & Casualty license (and insurance designations preferred), are required; HUB offers a