Senior Account Executive - Personal Lines

About the role

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

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 to annual reviews. Reviews will analyze and evaluate clients’ current insurance and providing 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 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

Pay and benefits

The expected salary range for this position is $75,000 to $90,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

What we offer you

• We invest in your growth.
• HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career.
• Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.