Private Client Account Executive
HUB International
Join HUB International
Discover a career that empowers you join HUB International! At HUB International, we're more than just an insurance brokerage firm we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there we also invest deeply in our people.
Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team.
As one of the world's largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.
Explore your future with HUB International. Let's grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits HUB is the place for you.
We are looking for a Private Client Account Executive to join our Personal Lines team on a hybrid work schedule.
This role is responsible for managing a book of insurance business mainly focused on the HNW space, providing professional and courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. The Account Executive serves as a primary client advisor and broker-consultant, supporting Producers and other support staff in obtaining, maintaining, and expanding business.
Key Responsibilities
- 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.
- Support Producers in obtaining, maintaining, and expanding business across the HNW and client segments.
Qualifications
- Minimum 57 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.
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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