Account Executive II, Commercial Lines (ProEx)

HUB International•San Diego, CA

23h•$150,000 - $220,000•Onsite

About The Position

The Account Executive II 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 II most typically works within a specialty practice or on a high revenue book of business. The Account Executive II applies advanced industry and expertise to manage complex accounts, identify growth opportunities, and provide proactive coverage and risk mitigation guidance. The role also contributes to the development of colleagues through coaching and mentorship, ensures compliance with regulatory and internal standards, and drives strategic initiatives and special projects that enhance client outcomes and team performance.

Requirements

High School Diploma / GED
10+ years insurance industry experience (brokage preferred) or equivalent combination of education & experience
Background in a specialty practice highly preferred
Property & Causality 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 and in a specialty practice.
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.
Identifies and resolves strategic challenges.
Engages in learning and development using a growth mindset.
Uses knowledge of market, industry, and company trends to set priorities.
Looks for ways to improve efficiencies and generate revenue.
Recognizes the need to adapt and respond to change.
Proactively helps and involves others.
Creates an environment with open and direct and respectful communication.
7-10 years of relevant experience

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.
Acts as a strategic partner throughout the policy cycle, providing recommendations to expand business lines and enhance service offerings for key client accounts and business partners.
Monitors industry trends and competitive dynamics to inform strategy and client engagement.
Applies advanced expertise in a specialized discipline while maintaining a working knowledge of adjacent disciplines; serves as a recognized subject matter expert in one or more areas.
Builds and maintains effective long-term relationships with executives and other decision makers for clients to ensure high levels of satisfaction and revenue growth.
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.
Exercises significant decision-making authority, including the negotiation of product and service terms for key accounts, and seeks guidance only on highly complex matters.
Serves as a team lead to teach, train, and mentor Account Team members.
Leads special projects for Producer and Account Team related to carrier program negotiation and development, including but not limited to gathering statistical data and industry specific coverage forms and analysis.
Performs other duties and projects as assigned.