HUB International · 3 hours ago
Personal Lines Account Executive
Morton, IL
Full-time
Hybrid
Mid, Senior Level
$40K/yr - $46K/yr
5+ years expHUB International is one of the world’s largest insurance brokers, dedicated to providing tailored insurance solutions. The Personal Lines Account Executive will manage client accounts, ensuring retention and providing professional brokerage services, while collaborating with Producers and identifying cross-sell opportunities.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Working alongside and cooperatively with Producers. 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 account advocate and broker-consultant
Ensure Producers, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship
Act as lead client advocate initiating the renewal process including critical path review, pre-renewal meeting with Producer, assist Producer in gathering necessary marketing information from client, marketing of account, marketing follow up & preparation of proposal for the Producer
Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions
Work with the client as claims liaison as needed on day to day issues that may arise and be able to prepare and coordinate claims review with client, producer and markets
Establish and maintain strong and productive professional relationships with insurance markets and have a detailed familiarity with each carrier’s products and services
Directly oversee and coordinate with Producer 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
Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs. 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
Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AM, CSR, Risk Control, etc.). The AE is accountable for the timeliness and quality of all deliverables to the client
Understand the various HUB TIS resources and tools that are available via “HUB Today,” to best serve assigned clients
Work with AM & Producer on accounts receivable issues as needed
Work with AM to prepare policies for delivery and address any concerns or issues found with markets prior to policies being delivered to client
Be knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations
Qualification
Required
At least 5 years of experience of insurance experience
Exceptional written and verbal communication skills
Proficiency with Microsoft Office Suite and PowerPoint programs
High energy, detail-oriented, self-starter
Strong leadership, mentoring, and team-building skills
Ability to handle multiple projects and prioritize tasks
Excellent organizational skills and ability to prioritize and delegate responsibility
Preferred
BA or BS degree preferred
Life & Health Insurance License (Preferred)
Property & Casualty License (Preferred)
Benefits
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Work from home
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