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Account Executive, Personal Lines Specialist
2 months ago
We are seeking a highly skilled and experienced Account Executive to join our team at HUB International. As an Account Executive, you will play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services.
Key Responsibilities- Manage an assigned book of business, developing client relationships and striving to grow and retain clients.
- Oversee the management of assigned accounts, interacting with decision makers, providing proactive consultation, and designing insurance programs.
- Work cooperatively with Producers, if assigned, to ensure client relationships are managed competently and proactively.
- Establish and maintain strong professional relationships with C-Level and other decision makers for assigned HUB clients.
- Obtain a detailed knowledge of the client's business and industry, articulating applicable exposures to loss, insurance coverages, and risk management/control solutions.
- Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle.
- Work cooperatively and professionally with AM colleagues to deliver HUB services, using the interface as an opportunity to teach, train, and mentor AM team members.
- Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues.
- Conduct annual reviews 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.
- Minimum of 5-7 years of related Personal Lines insurance experience (brokerage experience preferred) or equivalent combination of education & experience.
- Currently licensed in good standing in required lines and states.
- 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 various AMSs (Epic preferred).
- Willing to complete continuing education requirements, as needed.
HUB International is a leading insurance brokerage and financial services firm, providing a broad range of property and casualty, life and health, and employee benefits services to individuals and businesses. We are committed to delivering exceptional client service and building long-term relationships with our clients.
We are proud to be designated "Top Workplaces 2023" for the 4th consecutive year and are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.
We offer a comprehensive benefits package, 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.
