Account Executive - Personal Lines

About HUB International

HUB International is a leading global insurance broker offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With over 600 offices and 20,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs.

Job Responsibilities

• Work alongside and cooperatively with Producers, if assigned on accounts, serving as the HUB’s primary consultant to the client.
• 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.
• Establish and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients.
• Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.
• 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.
• 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.
• 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.
• Conduct annual review with clients making coverage and loss control recommendations focused on reducing the clients total cost of risk.
• 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.
• 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.
• Possess a mastery of the various HUB resources and tools that are available via “HUB Today,” employing same to best serve assigned clients and work with Producers.
• Be knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations.
• Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a client’s office.
• Be actively involved with professional and/or civic associations on behalf of HUB.

Qualifications

• Property and Casualty Insurance License required
• Bachelor’s or Master’s degree preferred
• 5-7 years of experience servicing large accounts
• Experience with influencing C-level executives
• Proficiency in working with high net worth and private client carriers
• Exceptional written and verbal communication skills
• Proficiency with Microsoft Office Suite and PowerPoint programs
• High energy, detail-oriented self-starter
• Strong leadership, mentoring, and team-building skills
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility
• Willingness to travel
• Hybrid work schedule; must be onsite at the designated office location a minimum of three days per week