Education: Bachelor's degree
Experience: 5+ years
In this position, you will develop marketing and target strategies to identify high net worth personal lines clients in conjunction with leading private client advisors in the Northeast Region. You will work with new and existing centers of influence to build trust and provide strategic advice for their personal insurance and risk management needs.
- Receive new client opportunities; initiate and complete quoting process - Conduct thorough coverage analysis to identify client exposures and recommend appropriate coverage structures - Prepare and submit applications to carriers, ensuring accuracy and completeness - Negotiate favorable terms, conditions, and pricing with carrier underwriters - Develop and present coverage recommendations and options to clients in collaboration with Risk Advisors - Bind coverage upon client approval and ensure timely policy issuance - Manage multiple new business submissions simultaneously in a deadline-driven environment
- Execute comprehensive onboarding process for new clients, ensuring all documentation is complete - Coordinate welcome communications and introduction to ongoing service team - Ensure accurate and complete data entry into agency management systems - Prepare comprehensive transition documentation for handoff to Account Executives - Conduct warm handoff meetings to ensure seamless client transition to service team
- Maintain strong working relationships with carrier underwriters at target markets - Stay current on carrier appetites, guidelines, and underwriting
requirements - Collaborate closely with Risk Advisors to understand client needs and ensure appropriate coverage placement - Partner with Account Executives to ensure smooth transitions and ongoing client satisfaction - Participate in team meetings and contribute to process improvement initiatives
- Minimum 5 years of personal lines experience in a similar role with an insurance agency or brokerage working with national carriers - A valid Property & Casualty insurance broker's license - Bachelor's degree preferred - Proven experience with new business placement through carriers such as Chubb, AIG, PURE, and Travelers - Experience with PL Rater and/or agency management systems such as EPIC or TAM - Self-driven, results-oriented professional with a passion for sales, relationship building, and business development - Exceptional business acumen with the ability to grasp broad strategic concepts and tactical operational considerations - Excellent written and verbal communication skills with the ability to deliver polished sales presentations, both prepared and impromptu - Strong organizational and time management skills with a proven ability to manage multiple priorities in a deadline-driven environment - Persuasive and engaging communicator who is empathetic, diplomatic, and follows through on commitments - Independent thinker capable of making sound decisions, while also collaborating effectively within a team
At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.
We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.
Benefits you may enjoy as part of the HUB International team:
- Medical, Dental, Vision, and Prescription Drug Coverage - Health Plan Reimbursement Program - Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) - 401(k) Savings Plan - Life and Disability Plans - Long-Term Care - Employee Assistance Program (EAP) - Comprehensive Wellness Program - Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance - Low-Cost Loan Program and Student Loan Resources - Vacation, Holiday, Sick, and Personal Time Off - Flexible Work Arrangements - Dress for Your Day Policy - Comprehensive Onboarding and Continuing Education
Ready to take the next step? Apply today.
The expected salary range for this position is $90,000 to $100,000 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.
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.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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