Account Executive - Personal Lines
Core
Account Executive providing professional account management and brokerage services to assigned clients, focusing on account retention and acting as the primary technical consultant.
Role type
Senior Account Executive (Personal Lines)
Builds
Insurance programs and risk management solutions for large accounts
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
P&C insurance licensing, C-level executive influence, high net worth carrier expertise, program design, risk control coordination, receivables management, cross-sell/up-sell strategy
Preferred skills
BA/BS degree, Microsoft Office proficiency, leadership and mentoring
Technologies
EPIC agency management system, HUB Today, Microsoft Office Suite, PowerPoint
Responsibilities
Oversee assigned accounts and coordinate delivery of HUB services, establish relationships with C-level decision makers, conduct annual reviews with loss control recommendations, manage HUB Top 200 process, identify cross-sell and up-sell opportunities, maintain receivable status, mentor Account Managers
Seniority
Senior, hands-on IC