Account Executive, Personal Lines (High-Net-Worth)
At a glance
Mid-level Account Executive role at Hubinternational. Encino · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Manage an assigned high-net-worth personal lines book, retaining clients and identifying relevant growth opportunities
- Advise decision makers on exposures, coverage design, risk controls, and terms throughout each policy cycle
- Coordinate carrier marketing, underwriting, claims reviews, stewardship reports, and other client deliverables
- Lead annual client reviews with recommendations aimed at lowering total cost of risk
- Keep receivables current, document overdue accounts, and report unresolved collection issues to accounting
What you bring
- At least five years of related personal lines insurance work in a brokerage setting
- Direct high-net-worth or private client experience is required for this role
- A high school diploma or GED is required, with a college degree strongly preferred
- Active licenses in good standing for the required lines and states
- Proficiency with Microsoft Office, Outlook, and agency management systems, with Epic preferred
Who this fits
You will fit this role if you are a mid-level personal lines account executive who can act as the technical broker-consultant for high-net-worth clients. The position is based in Encino and uses a hybrid arrangement, with no travel required. You should be prepared to complete continuing education and work outside normal business hours when needed.
From the employer
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.
Yacht/Marine Insurance experience preferred
You are a change advocate; you go above and beyond, and you are fun to be around!
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. Experience within the Entertainment industry is strongly preferred.
Currently licensed in good standing in required lines and states.
You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization.
You are 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.
*The expected hourly range for this position is $90,000.00- $110,000.00 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.
Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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