Account Executive, Personal Lines
Core
Account Executive providing professional brokerage services, account retention, and technical consulting for large client accounts.
Role type
Senior Account Executive (Insurance Brokerage)
Builds
Insurance coverage programs and risk management solutions for large business clients
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
Account retention, C-level executive influence, insurance program design, carrier interface, risk control coordination, receivables management, cross-sell/up-sell strategy, state/federal insurance regulations compliance
Preferred skills
Large account servicing experience, leadership and mentoring, Microsoft Office Suite proficiency, travel willingness
Technologies
EPIC agency management system, HUB Today
Responsibilities
Serve as primary consultant for assigned clients and retain accounts; Establish and maintain relationships with C-level decision makers; Coordinate delivery of risk control services and stewardship reports; Manage HUB Top 200 process; Conduct annual reviews with clients to reduce total cost of risk; Identify opportunities for cross-selling and up-selling HUB products; Manage receivables status and collect past-due payments; Mentor Account Manager colleagues on assigned accounts.
Seniority
Senior, hands-on IC