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Account Executive, Personal Lines
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What they do
An Account Executive manages communications with business clients that buy services from a company, such as advertising or banking services, or manages sales accounts. Works with a set of clients over time, and recruits new clients. Promotes products developed specifically for a client, such as an advertising campaign, or matches clients with available services or products.
$86,771 / year median in California
-17% projected decline
Job Description
ABOUT HUB:
- In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.
THE OPPORTUNITY
- The Account Executive is responsible for managing and expanding an assigned book of business by building strong client relationships and delivering proactive, consultative service.
DUTIES & RESPONSIBILITIES
- + •Serves as primary consultant to the client on assigned accounts and has primary responsibility for overseeing the management of the account, retaining the account, acting as the de facto technical expert and broker-consultant.
- Establishes and maintains strong and productive professional relationships with executives and other decision makers for clients. +
- Establishes and maintains strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier's products and services in support of assigned clients. +
- Supports Producers in obtaining, maintaining, and expanding business; ensures they are fully prepared for client interactions and may assume primary relationship management responsibilities when appropriate. +
- Oversees and coordinates the delivery of all HUB services—including stewardship reports, risk control, carrier meetings, claims reviews, coverage outlines, and marketing for new and renewal placements—ensuring accuracy, timeliness, and quality. +
- Collaborates effectively with Account Team colleagues and HUB resources to deliver client services, while coaching, training, and mentoring team members to strengthen overall service delivery. +
- Conducts annual client reviews and provides coverage, risk mitigation, and loss control recommendations aimed at reducing total cost of risk. +
- Manages the HUB Top 20% process and participates in Critical Path meetings to support strategic account oversight. +
- Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients' needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are. +
- Monitors and supports resolution of significant claims through active collaboration with HUB and carrier claims teams. +
- Applies advanced knowledge of HUB tools, industry resources, and best practices to manage complex or high-profile accounts effectively. +
- Maintains current receivable status for assigned accounts, proactively pursuing collection of past-due balances and documenting unresolved items for accounting review. +
- Ensures compliance with HUB procedures and federal/state insurance regulations. +
- Performs other duties and projects as assigned.
QUALIFICATIONS
- + High School Diploma / GED + 7+ years insurance industry experience (brokage preferred) or equivalent combination of education& experience + Property & Casualty License
KNOWLEDGE / SKILLS / ABILITIES
- + Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Critical Thinking:
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. + Desire to learn and grow within the insurance industry. + Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. + Confidence and demeanor to effectively interact with all levels within the organization. + Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. + Ability to effectively work with a team and coach others in developing their skills and abilities. + Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly. +Problem Solving:
Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. + Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy. + Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems. + Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.- Leadership Capabilities
- + Identifies and resolves strategic challenges.
WORKING CONDITIONS AND PHYSICAL DEMANDS
- + This position primarily involves remaining in a stationary position for the majority of the workday.
WHY CHOOSE HUB?
- Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success.
LIKE US SO FAR?
- Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.