Account Executive - Personal Lines
Core
Account Executive providing professional brokerage services, account retention, and technical risk management consulting for assigned clients.
Role type
Account Executive (Brokerage)
Builds
Insurance coverage programs and risk management solutions
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Property and Casualty Insurance License, C-level executive influence, high net worth carrier expertise, program design, risk control coordination, receivables management, cross-sell/up-sell strategy
Preferred skills
BA or BS degree, Microsoft Office Suite proficiency, travel willingness
Technologies
EPIC agency management system, HUB Today
Responsibilities
Serve as primary consultant for account retention and technical expertise; coordinate risk control services and carrier meetings; manage HUB Top 200 process; conduct annual client reviews for loss control recommendations; oversee policy cycle service delivery; mentor Account Managers; collect past-due receivables.
Seniority
Mid-Senior, hands-on IC