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Private Client Account Executive - Lake Oswego, United States - HUB International
Description
About HUBIn 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.
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.
Additional responsibilities will include cross sell initiatives into your managed book of business as well as on an individual basis.
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.
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.
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.
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 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.
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
