Private Client Account Executive
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Greensboro • North Carolina • South Carolina • United States
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About the role
- 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.
- 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
Requirements
- 4-year college degree or equivalent work experience
- At least 3-7 years of experience in related position
- 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
Benefits
- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Paid Parental Leave
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance
- Focus on creating a meaningful environment through employee engagement events
- Growth potential - HUB is constantly growing and so can your career!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance portfolio managementunderwritingrating softwarefinancial metricsretention strategiesrevenue growth strategies
Soft Skills
relationship buildingclient experiencetime managementindependent workteam collaborationcommunication skills
Certifications
Property & Casualty Insurance licenseCPRIACPCUARMCIC