Account Executive, Commercial Lines

Hub International Insurance•San Francisco, CA

1d•Onsite

About The Position

The Account Executive is responsible for managing and expanding an assigned book of business by building strong client relationships and delivering proactive, consultative service. This position supports Producers in obtaining, maintaining, and expanding business. In partnership with Producers, this role oversees all aspects of account management, including program design, carrier marketing and negotiation, risk control coordination, and collaboration with HUB colleagues to ensure high-quality service delivery. The Account Executive acts with significant autonomy, exercising broad authority in setting and negotiating coverage terms, while seeking guidance only on highly complex matters. The Account Executive works with other members of the client service team, involving assigned individuals appropriately in service-related activities in support of clients.

Requirements

High School Diploma / GED
7+ years insurance industry experience (brokage preferred) or equivalent combination of education & experience
Property & Casualty License
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to effectively present information and respond to questions from groups of managers, clients ,customers, and the general public.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Desire to learn and grow within the insurance industry.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
Ability to effectively work with a team and coach others in developing their skills and abilities.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions ,percentages.

Responsibilities

Serves as primary consultant to the client on assigned accounts and has primary responsibility for overseeing the management of the account, retaining the account, acting as the de facto technical expert and broker-consultant.
Establishes and maintains strong and productive professional relationships with executives and other decision makers for clients.
Establishes and maintains strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned clients.
Supports Producers in obtaining, maintaining, and expanding business; ensures they are fully prepared for client interactions and may assume primary relationship management responsibilities when appropriate.
Oversees and coordinates the delivery of all HUB services—including stewardship reports, risk control, carrier meetings, claims reviews, coverage outlines, and marketing for new and renewal placements—ensuring accuracy, timeliness, and quality.
Collaborates effectively with Account Team colleagues and HUB resources to deliver client services, while coaching, training, and mentoring team members to strengthen overall service delivery.
Conducts annual client reviews and provides coverage, risk mitigation, and loss control recommendations aimed at reducing total cost of risk.
Manages the HUB Top 20% process and participates in Critical Path meetings to support strategic account oversight.
Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs.
Documents other insurance products and services the clients are purchasing through other providers and who those providers are.
Monitors and supports resolution of significant claims through active collaboration with HUB and carrier claims teams.
Applies advanced knowledge of HUB tools, industry resources, and best practices to manage complex or high-profile accounts effectively.
Maintains current receivable status for assigned accounts, proactively pursuing collection of past-due balances and documenting unresolved items for accounting review.
Ensures compliance with HUB procedures and federal/state insurance regulations.
Performs other duties and projects as assigned.