Regional Sales Officer, Personal Lines

HUB International

Regional Sales Officer leading new business development for Personal Lines at HUB International. Focused on high-net-worth insurance and carrier partnerships across the Northeast.

Posted 7/17/2026full-timeNew York City • Connecticut, New Jersey, New York, Pennsylvania • 🇺🇸 United StatesSeniorLead💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in personal lines insurance, particularly in high-net-worth markets, with a strong focus on new business development and relationship management. Proven ability to lead teams, track performance metrics, and implement growth strategies in a competitive landscape.

Highest-signal resume keywords

10+ Years Experience In Personal Lines InsuranceNew Business Production Success In HNW/UHNW MarketEstablished Carrier Relationships In Private Client MarketplaceActive Property & Casualty Insurance LicenseCPCU, CIC, CPRM Or Other Relevant Professional Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

High-Net-Worth Personal Lines ProductsSales Team LeadershipKPI TrackingMarket Trend AnalysisM&A Due DiligenceCross-Sell And Upsell StrategiesClient Relationship Management

Soft Skills

Strong Communication SkillsPresentation SkillsRelationship Management

Tools & Technologies

HUB International Platforms

Certifications & Qualifications

CPCUCICCPRM

Industry Keywords

Personal Lines InsuranceHigh-Net-Worth ClientsPrivate Client SegmentsInsurance BrokerageWealth Management

Tech Stack

Tools & technologies

Vault

About the role

Key responsibilities & impact

Lead, manage, and coach the regional Personal Lines new business development team to achieve and exceed production goals
Establish and track key performance indicators (KPIs) across the new business pipeline, conversion rates, and revenue targets
Actively support producers in identifying, developing, and closing HNW/UHNW new business opportunities
Partner with account management teams to maximize cross-sell and upsell opportunities within the existing client base
Serve as a regional point of contact for key carrier partners including PURE, Chubb, AIG, Berkley One, Cincinnati, Vault, and others
Stay current on carrier appetite changes, product updates, and competitive intelligence; disseminate insights to the production team
Represent HUB Northeast at carrier events, councils, and advisory boards
Build and maintain deep, trust-based relationships with all producers across the HUB Northeast region, both inside and outside of Personal Lines
Drive cross-line collaboration by educating commercial, employee benefits, and specialty producers on private client referral opportunities
Conduct regular producer touchpoints, joint calls, and office visits to maintain high engagement across the producer plant
Cultivate, and grow regionally identified network of COIs
Represent HUB at COI-focused events, industry forums, and networking opportunities
Participate in senior leadership meetings to contribute to department strategy, growth planning, and initiative tracking
Partner with the Regional President and PCG leadership to develop and implement annual and multi-year growth strategies
Monitor regional market trends, competitor activity, and M&A opportunities relevant to Personal Lines
Support due diligence and integration efforts for acquisitions with a Personal Lines or private client component
Participate in leadership meetings, working groups, and collaborative initiatives
Champion national program rollouts, product introductions, and operational improvements at the regional level
Share regional insights, production trends, and market intelligence with national PCG leadership to inform enterprise-wide strategy

Requirements

What you’ll need

10+ years of experience in personal lines insurance with a focus on high-net-worth or private client segments
Demonstrated track record of new business production success in the HNW/UHNW market
Established carrier relationships across the private client marketplace
Experience leading or managing sales teams in an insurance brokerage or agency environment
Deep understanding of HNW personal lines products including high-value homes, auto, watercraft, valuable articles, excess liability, and specialty coverages
Active Property & Casualty insurance license (multi-state preferred)
Strong communication, presentation, and relationship management skills
Bachelor's degree in Business, Finance, or a related field
CPCU, CIC, CPRM, or other relevant professional designation
Experience with family office, wealth management, or financial services partnerships
Familiarity with HUB International's platforms, tools, and operating model
Prior involvement in M&A due diligence or integration activity

Benefits

Comp & perks

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education