Account Executive, Professional & Executive Lines

HUB International • Newport Beach, CA

2d • $140,000 - $180,000

About The Position

The Professional & Executive Lines (ProEx) Account Executive manages a complex assigned book of management liability business and serves 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 with ProEx Account Managers and HUB colleagues to deliver client outcomes and retain and grow the book of business.

The position leads account servicing and placement activities, including policy analysis, renewal coordination, carrier negotiations, client consultation, benchmarking, and review of client-facing deliverables. It also provides technical guidance and mentorship to Account Managers and other colleagues, while ensuring compliance with HUB procedures and insurance regulations.

The position primarily involves remaining stationary for most of the workday, frequent communication with colleagues and clients in person and by telephone, and constant use of a computer and other office productivity machinery. Occasional movement around the office may be needed to access file cabinets and equipment.

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 lines, including D&O, EPL, Cyber, Crime, Fiduciary, K&R, and E&O.
• Ability to read a financial statement.
• Ability to communicate effectively and professionally, 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 seek competitive terms and manuscript endorsements.
• Ability to build and maintain client relationships and work effectively with carriers and service vendors.
• Ability to gather and analyze information about complex exposures and solve problems thoroughly and promptly.
• Ability to prioritize and organize multiple tasks and responsibilities and complete assignments accurately and on time.
• Proficiency with Microsoft Office Suite, Outlook, and agency management systems.

Nice To Haves

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

Responsibilities

• Serve as the primary contact for assigned accounts and take accountability for questions, issues, and escalations throughout the policy lifecycle.
• Partner with ProEx Account Managers and other resources to deliver policy terms and meet renewal milestones; provide mentorship and technical guidance on coverage analysis, market strategy, and workflow.
• Review and approve client-facing proposals, policy comparisons, and benchmarking reports prepared by the Account Manager.
• Conduct detailed policy reviews for new and renewal placements to identify coverage gaps, obtain marketplace enhancements, and assess program adequacy against client risk profiles.
• Negotiate terms, conditions, pricing, and manuscript endorsements with carrier underwriting teams based on analysis of client exposures, financial profiles, and coverage needs.
• Consult with 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 lines appropriate to client exposures.
• Create and present management liability benchmarking reports using industry databases and peer-comparison information.
• Maintain alignment among HUB corporate objectives, carrier partnership requirements, and client coverage needs in placement activities.
• Ensure client service needs are delivered promptly and professionally, and remain accountable for the competence, timeliness, and quality of deliverables handled directly or by HUB colleagues.
• Work cooperatively with Account Team colleagues and use interactions to 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.
• Company-paid life and disability plans.
• Paid time off.
• Paid parental leave.
• Wellbeing program.
• Structured training, licensing support, and ongoing development opportunities.
• Benefits and programs may include health, dental, vision, life, and disability insurance; FSA and HSA accounts; 401(k); eligible bonuses, equity, and commissions, depending on role, location, employment status, and eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed