Private Client Account Executive

Private Client Account Executive – Personal Lines (Hybrid 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 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. Required Experience & Travel 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. #J-18808-Ljbffr