Assistant Account Executive, Wholesale Broker/Financial Lines

About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About SWIS:

SWIS’ expertise in specialized markets enables them to create custom solutions for complex accounts. SWIS specialty divisions include Construction, Environmental, Wholesale, Executive and Professional Liability and Cyber Liability.

About the Role:

Associate Account Manager – Wholesale Broker/ Financial Lines

We’re looking for an Associate Account Executive who thrives in a client-focused environment and is passionate about delivering outstanding service. You’ll manage a portfolio of Small and Medium-sized accounts and retail agent relationships centering on Professional Liability, Employment Practices Liability, Management Liability, Technology Errors & Omissions and Cyber insurance placements; including digital distribution platforms.

In this role, you will handle a broad range of daily activities independently utilizing technical expertise and product knowledge to ensure that insurance placements are comprehensive, up-to-date, and tailored to client needs.

Location: This role will be a hybrid position, offering three days in office and two days work from home. Our offices are currently located at 5 Bryant Park, 4th Floor New York, NY 10018 and 1000 Woodbury Road
Woodbury, NY 11797. The chosen candidate can report to either location.

Key Responsibilities:

• Manage and service a book of financial lines insurance renewal accounts

• Provide consultative services to retail agents

• Prepare and review submissions

• Market placement of accounts to underwriters/insurer trading partners

• Provide quotes, process renewals, and handle policy changes

• Present Renewal Proposal’s

• Review and process premium invoices/billing inquiries for assigned accounts

• Maintain communication with underwriters and retail agents

• Build and maintain strong relationships with retail agents and insurance carriers

• Respond to client inquiries with professionalism and urgency

• Ensure compliance with industry regulations and internal procedures

Education and Technical Qualifications/ Skills and experience that will lead to success:

• University graduate, with 2-5 years working experience

• Knowledge of financial lines insurance

• Good command of computer skills including MS Word, Excel, PowerPoint

• Working independently and creatively but also working collaboratively as part of a team

• Knowledge of broking

• Good problem solving and analytical abilities

• Accurate, timely and comfortable with deadlines

• Selling skills helpful along with ability to make recommendations for cross selling

• Working knowledge of inter-company operations, i.e.: Broker, Sales, Underwriting Marketing, and Accounting

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $70,000-$80,000, with additional bonus opportunity available based on individual and company performance. This total compensation 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, and eligible bonuses, equity and commissions for some positions.

#SPG

Department Accounting & Finance

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

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 c