Personal Lines Private Client Advisor

HUB International

. Secure new business and cross-sell/up-sell to existing personal lines insurance clients, including high-net-worth clients .

Posted 10/2/2026full-timeScottsdale • Arizona • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal lines insurance sales, including the ability to secure new business and service existing clients. Proficient in analyzing insurance coverages and maintaining strong customer relationships while achieving sales production goals.

Highest-signal resume keywords

Business-To-Business Sales ExperienceProperty/Casualty LicenseLife/Health LicenseCPRIA/CISR/CIC DesignationsCustomer Service Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance Coverage AnalysisUnderwriting Data GatheringSales ReportingInsurance Policy RatingNetworking Skills

Soft Skills

Clear Communication SkillsOrganizational SkillsAbility To Work Independently

Tools & Technologies

Epic SoftwareAgency Rating SoftwareMS Office

Certifications & Qualifications

Property/Casualty LicenseLife/Health LicenseCPRIA DesignationCISR DesignationCIC Designation

Industry Keywords

Personal Lines InsuranceHigh-Net-Worth ClientsClient Relationship ManagementSales Production GoalsInsurance Products

About the role

Key responsibilities & impact

Secure new business and cross-sell/up-sell to existing personal lines insurance clients, including high-net-worth clients
Work directly with clients, account managers, company underwriters, and claims representatives to grow a book of business and sell insurance products
Service and sell personal insurance products to prospective and existing clients
Pursue new clients via networking and other promotional methods
Gather underwriting, pricing, and supporting data for submission preparation
Generate reports
Establish and maintain relationships with company sales representatives, service centers, underwriting representatives, and claims representatives
Provide quality customer service to existing accounts
Assist in training other employees
Perform other duties as assigned
Pursue professional studies and maintain familiarity with industry trends and new insurance products
Meet annual new sales production goals defined locally

Requirements

What you’ll need

3-15 years of business-to-business sales experience
Property/Casualty and Life/Health Licenses
CPRIA/CISR/CIC designations highly preferred
Understand and analyze insurance coverages, forms, and policies
Above-average math skills and ability to rate insurance policies
Clear and concise written and oral communication skills
Ability to organize, set, and maintain priorities
Ability to work with minimum supervision
Ability to work normally scheduled hours and additional time as needed
Technical education or minimum five years’ experience directly related to the position
Strong customer service skills
Intermediate knowledge of Epic and agency rating software
Basic knowledge of MS Office
Bachelor's degree (4-year degree)
Ability to travel up to 25%

Benefits

Comp & perks

Rewards for top Producers
Medical, Dental, and Vision (PPO, HMO, and HSA)
Comprehensive Wellness Program
401(k) Retirement Plan
Life and Disability Plans
Vacation, Sick, and Personal Time Off
Flexible Spending Accounts for healthcare, dependent care, and parking and transit expense
Structured training, licensing support and ongoing development opportunities
Competitive pay with comprehensive health benefits
Retirement savings matching
Company-paid life and disability plans
Paid parental leave
Wellbeing program designed to support work/life balance
Collaborative, high-performing culture
Community impact through HUB Gives
Career growth opportunities