Account Executive, Personal Lines
Core
Account Executive providing professional brokerage services, account retention, and technical consulting for large accounts in the insurance industry.
Role type
Senior Account Executive (Insurance Brokerage)
Builds
Insurance coverage programs and risk management solutions for C-level clients
Domain
Insurance / Risk Management
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
BA or BS degree, 7+ years servicing large accounts, Microsoft Office Suite proficiency, leadership and mentoring
Technologies
EPIC agency management system, HUB Today, Microsoft Office Suite, PowerPoint
Responsibilities
Serve as primary consultant for assigned clients, oversee management of assigned accounts, establish relationships with C-level decision makers, coordinate delivery of HUB services, conduct annual reviews with clients, manage HUB Top 200 process, identify cross-sell opportunities, maintain receivable status, mentor Account Managers
Seniority
Senior, hands-on IC