Account Executive, Professional & Executive Lines

Hub International Insurance•Newport Beach, CA

About The Position

The Professional & Executive Lines (ProEx) Account Executive manages a complex assigned book of management liability business as the primary client-facing consultant and technical expert. The role coordinates, negotiates, and places management liability coverage for publicly traded, privately held, and nonprofit organizations across industries and risk profiles. Coverage lines include Directors & Officers (D&O) Liability, Employment Practices Liability (EPL), Cyber Liability/Data Security, Crime/Fidelity, Fiduciary Liability, Kidnap/Ransom & Extortion, and Errors & Omissions (E&O). The Account Executive partners closely with ProEx Account Managers and HUB colleagues to deliver client outcomes and retain and grow the book of business. The Account Executive is the primary contact for assigned accounts throughout the policy lifecycle, accountable for the competence, timeliness, and quality of service and deliverables. The role provides technical guidance and mentorship to Account Managers; reviews client-facing materials; analyzes policies and client exposures; negotiates with carrier underwriters; and advises senior client stakeholders on management liability risk and program design. It also contributes to cross-selling, benchmarking, regulatory compliance, and alignment among client needs, carrier requirements, and HUB objectives. The role primarily involves remaining stationary for most of the workday, communicating frequently with colleagues and clients in person and by telephone, and constantly operating a computer and other office productivity machinery. Occasional movement around the office is required. HUB describes its environment as collaborative and high-performing, with training, licensing support, ongoing development opportunities, and comprehensive benefits and compensation programs. Benefits and programs vary by employment status, role, location, and eligibility.

Requirements

  • At least 5 years of insurance industry experience in management liability or professional lines; brokerage experience preferred.
  • Property & Casualty License required.
  • Deep technical expertise in management liability coverage, including D&O, EPL, Cyber, Crime, Fiduciary, K&R, and E&O.
  • Ability to read a financial statement.
  • Ability to communicate orally and in writing with internal and external customers, including C-suite and Board-level stakeholders.
  • Ability to present complex coverage information and respond to questions from senior client executives, colleagues, and carrier partners.
  • Critical-thinking skills to identify coverage gaps, evaluate market alternatives, and develop program structures.
  • Strong negotiation skills with carrier underwriting teams, including the ability to obtain competitive terms and manuscript endorsements.
  • Ability to develop and maintain client relationships and work effectively with insurance carriers and service vendors.
  • Ability to gather and analyze information about complex exposures and solve problems promptly and thoroughly.
  • Ability to prioritize and organize multiple tasks and responsibilities and complete assignments on time and accurately.
  • Proficiency with Microsoft Office Suite, Outlook, and agency management systems.

Nice To Haves

  • Bachelor's degree (BA/BS); equivalent combinations of education and experience are considered.
  • Management liability background, particularly D&O and E&O.
  • RPLU, CRIS, or another relevant professional designation.
  • Desire to lead, mentor, and develop junior team members in technical proficiency and workflow execution.

Responsibilities

  • Serve as the primary point of contact for assigned accounts and own questions, issues, and escalations throughout the policy lifecycle.
  • Partner with the ProEx Account Manager and broader ProEx resources to secure appropriate policy terms and meet renewal milestones on schedule.
  • Provide mentorship and technical guidance to Account Managers on coverage analysis, market strategy, and workflow execution.
  • Review and approve client-facing proposals, policy comparisons, and benchmarking reports for accuracy, completeness, and professional presentation.
  • Conduct in-depth reviews of new and renewal policies to identify coverage gaps, obtain marketplace enhancements, and confirm program adequacy against client risk profiles.
  • Negotiate coverage terms, conditions, pricing, and manuscript endorsements with carrier underwriting teams based on analysis of client exposures, financial profiles, and coverage needs.
  • Advise client stakeholders, including C-suite executives, Board members, General Counsel, and Risk Management, on management liability risk and program design.
  • Collaborate with producing brokers and account teams to identify cross-sell opportunities and additional coverage needs.
  • Create and present management liability benchmarking reports using industry databases and peer-comparison data.
  • Maintain alignment among HUB corporate objectives, carrier partnership requirements, and client coverage needs during placement activities.
  • Ensure client service needs are delivered promptly and professionally, directly or through HUB colleagues, and maintain accountability for deliverable quality and timeliness.
  • Work cooperatively with Account Team colleagues and teach, train, and mentor team members.
  • Comply with HUB procedures and state and federal insurance regulations.
  • Perform other duties and projects as assigned.

Benefits

  • Competitive pay and comprehensive health benefits.
  • Retirement savings matching and 401(k) accounts.
  • Company-paid life and disability plans; life and disability insurance options are also referenced in the benefits package.
  • Generous paid time off.
  • Paid parental leave.
  • Wellbeing program.
  • Flexible benefits options, including health, dental, vision, life, and disability insurance, FSA and HSA accounts.
  • Eligible bonuses, equity, and commissions for some positions.
  • Structured training, licensing support, and ongoing development opportunities.
  • Collaborative, high-performing culture, community impact through HUB Gives, and opportunities for career growth.
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