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Private Client Account Executive (Hybrid)

Company: HUB International
Location: Portland
Posted on: May 15, 2024

Job Description:

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why choose HUB?

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

are seeking a progressive work environment at a rapidly growing organization

have a desire to help others protect their future

have an entrepreneurial spirit and are challenged by the opportunity to grow the business

are focused on learning and development to enhance your industry knowledge and expertise

are a self-starter willing to invest time and energy to learn the technical aspects of our business

believe in integrity and building success by developing relationships with others

Here's Where You Come In

Our Private Client Team group is currently seeking an Account Executive to provide insurance and risk management consultation for high net worth clients.

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 clients to deliver an excellent client experience.

Work with Commercial Insurance colleagues, as appropriate, to meet client needs and service expectations.

Schedules and conducts face to face & virtual meetings with clients for 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.

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 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.

Expected to work out of Eugene, OR Office at least two days a week.

You're great at:

At least 3-7 years of experience in related position

Understanding of the Private Client marketplace

A Property & Casualty Insurance license

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

Insurance designation preferred (CPRIA, CPCU, ARM, CIC)

EPIC experience preferred

Here's what we can offer:

At HUB, we believe in giving our employees the room and space they need to do their job. We believe in paying a fair wage with bonus opportunities and offering great benefits like:

401k plan where the Company matches 50% of the first 6% you contribute

Paid parental leave

Medical, dental, and vision options

Robust wellness program

Paid vacation, paid holidays, floating holidays and more!

We offer a large selection of benefits that are customizable to fit your personal needs - a portfolio of both comprehensive and affordable choices.

Our work environment encourages critical and independent thinking, problem-solving and project-management. We trust our employees to make good decisions for our clients and we give them the space to do that. Our work atmosphere is comfortable and offers a "dress for your day" policy as well as a flexible work schedule.

Life us so far?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

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 US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we're HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Keywords: HUB International, Portland , Private Client Account Executive (Hybrid), Other , Portland, Oregon

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