Account Executive nurturing profitable relationships with Customers for a top insurance premium financing company. Responsible for achieving growth and profitability goals within assigned portfolios.
About the role
- Senior Account Executive at HUB International managing high-net worth personal insurance clients and their portfolios. Establishing and growing client relationships while achieving annual financial metrics in a hybrid work environment.
Responsibilities
- 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
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
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- commissions for some positions
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