Personal Lines, Account Executive (High-Net-Worth/...

THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions.The Personal Lines Account Executive manages an assigned book of business, develops client relationship, and strives to grow and retain clients. May work alongside the Producer, the Account Executive is responsible for overseeing 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. The Account Executive may work with other members of the client service team, utilizing available resources and personnel as appropriate, in service-related activities in support of clients. May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB's primary consultant to the client. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances, when no Producer is assigned, the AE is primarily responsible for client relationship management.)Ensure Producers, when assigned, are fully informed about, and prepared for all client meetings and interfaces to be able to manage the client relationship competently and proactively. Establish and maintain strong and productive professional relationships with "C-Level" and other decision makers for assigned HUB clients.Obtains a detailed knowledge of the client's business and industry, articulates applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.Establish and maintain 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.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. (When applicable)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 w/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. 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.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 client's office.Performs other duties and projects as assigned.WHAT YOU BRING TO THE TABLE. You are a change advocate; you go above and beyond, and you are fun to be around!High School Diploma / GED; College degree strongly preferred3-5 years in an insurance Account Management role (brokerage experience required) or equivalent combination of education & experience.Private Client/High Net-Worth experience required. Experience within the Entertainment space strongly preferred.You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization.Computer proficient with Microsoft Office Suite, Outlook, and AMS (Epic preferred).Willing to complete continuing education requirements, as needed.MUST be willing to work onsite at the Encino office at least 1 day per week.*This role can be a hybrid role reporting to our Encino office a few days/week and working from home a few days/week. *The expected salary range for this position is $100,000 - $130,000 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.TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.We want to meet you! Apply today and start your journey to a better tomorrow.

Created: 2025-02-16