Personal Lines Strategic Account Executive

HUB International•Wilmington, NC

About The Position

The Personal Lines Strategic Account Executive leads the overall service, recommendations, and implementation for a small book of insurance business, including key and high-revenue-producing accounts. The role uses substantial independent discretion, autonomy, and industry experience to provide clients with professional guidance and insurance expertise, and to build collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues. The position also develops new business through personally sourced or HUB-sourced leads and existing accounts. The Account Executive leads client service, marketing, and renewals; reviews coverage, exposures, and pricing; recommends suitable insurance plans; resolves escalated and complex service issues; and is responsible for account retention. The role may provide regional concierge-level support for the organization’s largest accounts, identify cross-sell and up-sell opportunities, and support, mentor, and train Account Managers and Account Representatives. It requires maintaining industry knowledge, documenting client and carrier communications, keeping agency systems accurate, using available HUB and industry resources, traveling as required, preparing reports, and attending continuing education.

Requirements

At least 3 years of experience and demonstrated proficiency in an insurance sales or account management role in the required lines is preferred.
High school diploma or equivalent.
Excellent oral and written English communication skills.
Proficiency with computer systems, including Microsoft Office and automated agency management systems.
Ability to travel on business when required.
Currently licensed in good standing in the required lines and states.
Current with all necessary continuing education credits in the required lines and states.

Nice To Haves

Brokerage experience is preferred.
An associate degree and/or college degree is preferred.
Leadership experience and independent responsibility for client retention are preferred.
An advanced professional designation is highly desirable.
Experience leading in a remote team environment.

Responsibilities

Manage a book of key and high-revenue-producing accounts.
Provide clients with professional insurance guidance, expertise, and service.
Develop and maintain collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues.
Review client coverage, exposures, and pricing, and communicate recommendations in a timely manner.
Develop new business from existing accounts and assigned leads, identify cross-sell and up-sell opportunities, and contribute to departmental production goals.
Provide regional concierge-level assistance with servicing and managing the largest HUB accounts.
Use insurance-market and industry knowledge to make independent decisions on assigned books, including non-routine coverage issues, claims denials, renewal strategies, and interpretation of non-routine policy provisions.
Understand clients’ businesses and insurance objectives, and analyze and compare plans to determine suitability.
Lead resolution of complex, escalated service issues between clients and carriers.
Support, mentor, and train Account Managers and Account Representatives as needed.
Stay informed about insurance-industry changes and other conditions affecting clients, and make appropriate recommendations.
Lead client service, marketing, and renewals; develop solutions to address clients’ insurance needs.
Maintain overall retention of accounts in the assigned book of business.
Document conversations with clients and carrier representatives, update HUB and agency management systems, and ensure data accuracy.
Use HUB and industry resources and tools to serve clients.
Travel on company business as required.
Prepare reports for management as required.
Attend industry-related continuing education training and courses.
Perform other duties and projects as assigned.

Benefits

Competitive salaries and comprehensive benefits.
Medical, dental, and vision insurance, plus voluntary insurance options.
Health Savings Account funding.
401(k) matching program.
Company-paid life and short-term disability plans.
Supplemental life and long-term disability options.
Comprehensive wellness program.
Paid parental leave.
Generous paid time off, including vacation, holidays, sick time, and personal time.
Work/life balance support.
Employee engagement events.
Training, licensing support, and ongoing development opportunities.
Community support and involvement through HUB Gives.
Career growth opportunities.