Account Executive, Commercial Lines

About the role

HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, our focus is on providing peace of mind through tailored insurance solutions.

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.
• 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 (college degree strongly preferred)
• At least 7+ years of related commercial insurance experience
• Property & Casualty License

Skills & Abilities

• Effective and professional communication orally and in writing with internal and external customers
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
• 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
• Advanced knowledge of HUB tools, industry resources, and best practices to manage complex or high-profile accounts effectively
• 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

Working Conditions & Physical Demands

• This position primarily involves remaining in a stationary position for the majority of the workday.
• 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;
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

Why Choose HUB?

• We offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success.
• We invest in the future of our employees, providing continuous opportunities for growth and development.
• We foster an entrepreneurial culture that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
• We provide comprehensive benefit and total compensation packages, including 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.