New Business Development Personal Lines
Blue Bell, PA - USA
Job Summary
Discover a Career That Empowers You Join HUB International!
At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.
Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.
As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.
Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.
We are looking for a New Business Development professional to join our Personal Lines team on a Hybrid work schedule.
POSITION SUMMARY
In this position you will develop marketing and target strategies to identify high net worth personal lines clients in conjunction with commercial producers. You will work with commercial producers and their clients to build trust and provide strategic advice for their personal insurance and risk management needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
New Business Placement
- Receive new client opportunities from Risk Advisors and initiate the 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
Client Onboarding
- 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
Carrier and Internal Relationships
- 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
QUALIFICATIONS AND PERSONAL CHARACTERISTICS:
- 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 brokers license
- Bachelors 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
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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.