Account Executive – Personal Lines
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Blue Bell • Pennsylvania • United States
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About the role
- Manage an assigned book of High Net Worth personal lines business, including accounts of varying size and complexity, ensuring high levels of client satisfaction and retention.
- Provide comprehensive insurance and risk management counsel, acting as a technical resource and advocate for clients throughout the policy lifecycle.
- Conduct thorough reviews of coverage, exposures, limits, and pricing; identify gaps and opportunities; and deliver clear, timely recommendations to clients.
- Coordinate and oversee the delivery of all HUB services to assigned clients, including renewals, marketing, stewardship activities, and service deliverables.
- Develop and maintain effective working relationships with carrier representatives, underwriters, and other external partners to secure optimal terms, coverage, and pricing.
- Collaborate with Producers and internal stakeholders to drive organic growth through cross-selling, upselling, and development of new business from existing accounts and assigned leads.
- Ensure accuracy, quality, and regulatory compliance in all account documentation, correspondence, and transactional activities.
Requirements
- Minimum 5–7 years of High Net Worth Personal Lines experience with an established insurance brokerage or equivalent environment.
- Bachelor’s degree preferred; equivalent combination of education and relevant industry experience will be considered.
- Active Property & Casualty insurance license required.
- Demonstrated ability to manage multiple complex accounts in a deadline-driven, high-volume environment with a high degree of accuracy and attention to detail.
- Strong written, verbal, and presentation skills, with the ability to communicate effectively with sophisticated clients and carrier partners.
- Proficiency with automated agency management systems; experience with EPIC strongly preferred.
- In-depth knowledge of major High Net Worth personal lines carriers, including Chubb, AIG, PURE, ACE, and Travelers.
- Ability to travel as business needs require for client, carrier, or internal meetings.
Benefits
- Health insurance
- Flexible working hours
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance and risk managementaccount managementcoverage analysispricing strategyregulatory compliancecross-sellingupsellingclient retentionattention to detaildeadline management
Soft Skills
client satisfactioncommunication skillspresentation skillsrelationship buildingcollaborationadvocacyproblem-solvingorganizational skillstime managementnegotiation skills
Certifications
Property & Casualty insurance license