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Insurance Senior Account Executive - Personal…
- HUB International (Berkeley Heights, NJ)
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HUB International Limited (“HUB”) is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Our Private Client Team group, based out of our Berkeley Heights, NJ office, is currently seeking a **Senior Account Executive** to provide insurance and risk management consultation for high-net-worth clients.
Specific responsibilities include:
+ 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 for annual reviews. Reviews will analyze and evaluate clients’ current insurance and provide 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.
Please apply to join us if you meet the following 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 valid Property & Casualty Insurance license required
+ 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
_HUB International is an Equal Opportunity Employer._
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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