Intervention Account Executive focused on delivering educational solutions in New York. Building relationships with school districts to drive student success through tailored strategies and support.
About the role
- Private Client Account Executive responsible for driving new business within Personal Lines division of an insurance brokerage. Building relationships and managing clients with tailored strategies.
Responsibilities
- Drive new business within the Private Client segment through proactive prospecting, networking, referrals, and opportunities generated via branch and internal partner channels.
- Actively manage the sales pipeline to consistently achieve or exceed individual production and revenue targets.
- Prepare and present tailored insurance solutions to prospective clients.
- Build and nurture referral networks with centers of influence (e.g., wealth advisors, real estate professionals, mortgage brokers, notaries) to generate qualified leads and deepen client relationships.
- Act as a trusted advisor by educating clients on coverage options, identifying gaps, and recommending solutions aligned with high-net-worth risk profiles.
- Maintain accurate documentation, policy files, endorsements, and accounts receivable to ensure smooth new business placement, policy execution, and ongoing client servicing.
- Partner with internal teams, underwriters, carriers, and specialists to structure competitive, comprehensive coverage programs.
- Maintain a strong understanding of personal insurance market trends, emerging risks, and carrier appetite relevant to affluent clients.
- Represent the Private Client division at events, sponsorships, and community engagements.
- Support RFP presentations, prospect meetings, and internal education sessions.
- Contribute to thought leadership content, including market updates, newsletters, and campaigns.
- Act as an ambassador for the Private Client brand, promoting professionalism and service excellence.
Requirements
- Level 2 General Insurance license or equivalent.
- Completion or progress toward industry designations (e.g., CAIB, CIP, CRM) considered an asset.
- Minimum 5 years of personal lines insurance experience, including exposure to high-net-worth or specialty/luxury risks.
- Strong technical knowledge of personal insurance products, including high-value homes, collections, specialty vehicles, and umbrella programs.
- Strong written and verbal communication skills.
- Professional, polished client-facing presence with the ability to engage confidently in high-touch or executive-level environments.
- Proactive sales mindset with demonstrated success identifying growth opportunities, cross-selling, upselling, and generating referrals.
- Proven ability to manage multiple complex accounts, prioritize competing demands, and consistently deliver high-quality service.
- Strong relationship-building skills with the ability to collaborate effectively with clients, carriers, underwriters, and referral partners.
- Independent, self-directed work style with the ability to contribute effectively within a collaborative team environment.
Benefits
- Competitive compensation.
- Comprehensive tuition financing and career-related training and development.
- Company-matching RRSP contributions.
- Customizable flexible benefits options for you and your family.
- Work-life balance through flexible scheduling and hours.
- A progressive employee assistance program.
- Mental and physical wellness initiatives.
- HUB Gives: we are a company that gives back and is active in the community.
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