Account Executive, Personal Lines

ABOUT HUB: In 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. THE OPPORTUNITY: The Personal Lines Account Executive manages an assigned book of business, develops client relationships and delivers to grow and retain clients. Possibly working alongside the Producer, the Account Executive is responsible for overseeing management of assigned accounts including redundant interface with appropriate decision makers, proactive consultation, insurance program design, carrier interface/marketing, coordination of risk control resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions. The Account Executive may work with other members of the client service team, involving assigned individuals appropriately in service-related activities in support of clients. DUTIES & RESPONSIBILITIES: u2022May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUBu2019s primary consultant to the client. u2022The Producer has primary responsibility for client relationship management and initiating new sales. u2022The AE has primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances, no Producer will be assigned and the AE also is primarily responsible for client relationship management.) u2022 Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship. u2022 Establish and maintain strong and productive professional relationships with u201cC-Levelu201d and other decision makers for assigned HUB clients. u2022 Obtains a detailed knowledge of the clientu2019s business and industry, articulates applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions. u2022 Establish and maintain strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrieru2019s products and services in support of assigned clients. u2022 Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests. u2022 Work cooperatively and professionally with AM colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor AM team members. Provide input and feedback to the Head of P&C as to the performance of AM staff on assigned accounts. (When applicable) u2022 Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AMs, Small Business Unit, Risk Control, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client. u2022 Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the clients total cost of risk. u2022 Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs, initiating same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are. u2022 Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting. u2022 Designs and delivers effective group presentations using various media, including but not limited to: conducting internal training to a sales or renewal presentation at a clientu2019s office. u2022 Performs other duties and projects as assigned. Qualifications u2022 High School Diploma / GED; College degree strongly preferred u2022 Minimum of 5-7 years of related insurance experience (brokage experience preferred) or equivalent combination of education & experience u2022 Currently licensed in good standing in required lines and states. Knowledge / Skills / Abilities u2022 Ability to effectively and professionally communicate orally and in writing with internal and external customers. u2022 Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. u2022 Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. u2022 Desire to learn and grow within the insurance industry u2022 Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately u2022 Confidence and demeanor to effectively interact with all levels within the organization u2022 Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clientsu2019 needs. u2022 Ability to effectively work with a team and coach others in developing their skills and abilities. u2022 Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly u2022 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. u2022 Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems u2022 Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages Working Conditions and Physical Demands u2022 This position primarily involves remaining in a stationary position for the majority of the workday. u2022 The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. u2022 Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. u2022 The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. 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. Apply online today Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population. HUB International Limited is an equal opportunity 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. The EEO is the Law poster and its supplement is available here at . #CA #LI-RS1 #LI-LW1 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 (844) 300-9193 or . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. The expected salary range for this position is $75,000- $90,000/yr and 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. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: Associate degree (2-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 characteristic protected by local, state or federal laws, rules or regulations. 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 recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Created: 2025-12-04