Account Executive - Personal Lines

HUB InternationalSanta Fe, NM
21hHybrid

About The Position

At HUB International, we advise businesses and individuals on how to reach their goals. We believe in protecting and supporting the aspirations of individuals, families, and businesses by helping our clients evaluate their risks and develop solutions tailored to their needs. When you join HUB, you become part of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists who bring clarity to a changing world through tailored solutions and unrelenting advocacy. At HUB, we’re more than an insurance broker—we’re a network of doers with diverse backgrounds and a shared purpose: supporting our clients, colleagues, and communities. We believe great work happens when people feel valued, heard, and empowered to grow. Account Executive This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a book of business. Specifically, your mission will be to service and maintain existing personal lines accounts while uncovering opportunities for increasing business.

Requirements

  • Current Property & Casualty License
  • 3-5 Personal Insurance Experience
  • High School diploma or equivalent; AA and/or college degree preferred
  • Superior customer service and problem-solving skills
  • Excellent oral and written English communication skills
  • Demonstrate proficiency with computer systems, including but not limited to Microsoft Office
  • Ability to work in a positive team environment
  • Ability to travel on business when required
  • Ability to work a hybrid regular, full-time work schedule at HUB’s facility(s)

Nice To Haves

  • Applied/EPIC Management System experience preferred

Responsibilities

  • Generate new business for the agency – take responsibility and ownership for making our business grow and improving/building the relationships with our existing and future customers
  • Handle lead volume primarily through referrals and inbound calls (no cold calling)
  • Work closely with a sales producer and other team members on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures
  • Develop new business from existing accounts and contributes to meeting departmental production goals.
  • Identifies and follows-up on cross-selling opportunities when appropriate
  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. May also negotiate with underwriters and carriers.
  • Troubleshoots claims and billing issues
  • Responsible for overall retention of accounts in assigned book of business
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