Account Executive, Personal Lines (High-Net-Worth)

About the role

The Personal Lines Account Executive manages an assigned book of business, develops client relationships, and strives to grow and retain clients. They work alongside the Producer, serving as the HUB’s primary consultant to the client. The Producer has primary responsibility for client relationship management and initiating new sales.

Responsibilities

• Manage an assigned book of business, develop client relationships, and strive to grow and retain clients.
• Oversee the management of assigned accounts, including interacting 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.
• 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.
• Conduct annual review with clients making coverage and loss control recommendations focused on reducing the client’s total cost of risk.
• Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs, initiating same.
• Be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are.
• Proactively collect receivables more than 30 days past-due, documenting and reporting each unresolved circumstance to accounting.
• Design and deliver effective group presentations using various media, including but not limited to conducting internal training to a sales or renewal presentation at a client’s office.

Requirements

• You are a change advocate; you go above and beyond, and you are fun to be around!
• You have high school diploma or GED; college degree strongly preferred.
• You have minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment.
• You have High Net-Worth/Private Client experience.
• You have experience within the Entertainment industry.
• You are currently licensed in good standing in required lines and states.
• You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization.
• You are computer proficient with Microsoft Office Suite, Outlook, and various AMSs (Epic preferred).
• You are willing to complete continuing education requirements, as needed.
• You are willing to work outside of normal business, as needed.

Qualifications

• You have a yacht/marine insurance experience preferred.
• You have experience within the entertainment industry is strongly preferred.

Skills

• Change Advocate
• Effective Communication
• Computer Proficiency (Microsoft Office Suite)
• Continuing Education
• Travel (No)

Benefits

• Comprehensive Benefit and Total Compensation Packages
• Health/Dental/Vision/Life/Disability Insurance
• FSA/HSA/Paid-Time-Off
• Eligible Bonuses, Equity, and Commissions for Some Positions

Pay

The expected hourly range for this position is $90,000.00 - $110,000.00 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.

Schedule

No Travel Required