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HUB International · 23 hours ago

Account Executive

San Diego, CA

Full-time

Onsite

Senior Level

$90K/yr - $105K/yr

5+ years exp

HUB International is a leading insurance brokerage that provides 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 throughout the policy cycle.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

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

Qualification

Yacht/Marine InsuranceHigh Net-Worth experiencePersonal Lines insuranceMicrosoft Office SuiteAMS (Epic preferred)OralChange advocateClient relationship managementWritten communicationTeam collaboration