HUB International is a leading insurance brokerage firm in all lines of insurance. Our Private Client Team group, based out of our Summit, NJ office, is currently seeking an 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 wi... more details
HUB International is a leading insurance brokerage firm in all lines of insurance.
Our Private Client Team group, based out of our Summit, NJ office, is currently seeking an 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 an excellent client experience.
Schedules and conducts 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
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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