Full-Time

Account Executive

Personal Lines / High Net-Worth

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Compensation Overview

$90k - $120kAnnually

+ Bonus + Equity + Commissions

Senior

Encino, Los Angeles, CA, USA + 1 more

More locations: Culver City, CA, USA

Hybrid role requiring onsite presence in Encino and Century City a few days a week.

Category
Customer Success Management
Sales & Account Management
Requirements
  • 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.
  • Demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization.
  • 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.
  • MUST be willing to work onsite at the Business Manager offices in Encino and Century City, as needed.
Responsibilities
  • Manage an assigned book of business, develop client relationships, and strive to grow and retain clients.
  • Oversee 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.
  • 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.
  • Obtain a detailed knowledge of the client’s business and industry, articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.
  • 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.
  • Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues.
  • 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.
  • Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients.
  • Design and deliver 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.
  • Perform other duties and projects as assigned.

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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