HUB International · 1 month ago
Account Executive, Personal Lines (High-Net-Worth)
Carlsbad, CA
Full-time
Onsite
Senior Level
$90K/yr - $110K/yr
5+ years expHUB International is a leading insurance brokerage firm specializing in providing innovative insurance solutions. The Personal Lines Account Executive is responsible for managing an assigned book of business, developing client relationships, and ensuring the delivery of HUB services to clients throughout the policy cycle.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Manage an assigned book of business, develop client relationships, and strive to grow and retain clients
Work alongside the Producer, 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
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
Obtain a detailed knowledge of the client’s business and industry, articulate 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
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.)
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
Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients
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
Perform other duties and projects as assigned
Qualification
Required
High School Diploma / GED; College degree strongly preferred
Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment
Must have High Net-Worth/Private Client 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
Willing to work outside of normal business, as needed
5-7 years of relevant experience
Preferred
Yacht/Marine Insurance experience preferred
Experience within the Entertainment industry is strongly preferred
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits
Eligible bonuses
Equity and commissions for some positions
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase