Personal Lines Strategic Account Executive

Hub International Insurance • Wilmington, NC

4d

About The Position

The Personal Lines Strategic Account Executive leads service, recommendations, and implementation for a small book of insurance business, exercising independent discretion, autonomy, and decision-making based on industry knowledge and experience. The role provides professional guidance and service to clients while maintaining collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues. It also supports new client acquisition through leads sourced personally or through HUB contacts.

The position manages key and high-revenue accounts and provides regional concierge-level service for the largest accounts. The Account Executive leads client service, marketing, and renewals; develops business from existing accounts and assigned leads; identifies cross-sell and up-sell opportunities; and is responsible for account retention. The role analyzes clients’ insurance objectives and coverage needs, recommends suitable solutions, and leads resolution of complex or escalated service matters, including non-routine coverage questions and claim issues. It also supports and mentors account team members, maintains accurate client and system records, stays current on industry changes, travels as required, and prepares management reports.

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.
• Currently licensed in good standing in the required lines and states.
• Current with all required continuing education credits in the required lines and states.
• Ability to travel on business when required.

Nice To Haves

• Brokerage experience is preferred.
• An associate’s degree and/or college degree is preferred.
• Leadership experience and independent responsibility for client retention are preferred.
• An advanced professional designation is highly desirable.
• Ability to lead in a remote team environment.

Responsibilities

• Manage a book of key and high-revenue-producing insurance accounts.
• Provide professional insurance guidance, expertise, and service to clients.
• Build 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, contributing to departmental production goals.
• Provide regional concierge-level assistance with servicing and managing the largest accounts.
• Identify appropriate opportunities to cross-sell and up-sell HUB products and services.
• Use insurance industry and market knowledge to make independent decisions on assigned accounts, including non-routine coverage issues, claim denials, renewal strategies, and interpretation of non-routine policy provisions.
• Understand clients’ businesses and insurance objectives and analyze insurance plans for suitability.
• Lead resolution of escalated and complex client-service issues involving insurance carriers and policy interpretation.
• Support, mentor, and train Account Managers and Account Representatives as needed.
• Stay informed about insurance industry changes and external conditions that may affect clients, and make appropriate recommendations.
• Lead client service, marketing, and renewals for the assigned book of business.
• Use judgment and creativity to develop solutions for clients’ insurance needs.
• Maintain overall retention of accounts in the assigned book of business.
• Document client and carrier conversations and maintain accurate information in HUB and agency management systems.
• Use HUB and industry resources and tools to serve clients.
• Travel on company business as required.
• Prepare management reports as required.
• Attend industry-related continuing education training and courses.
• Perform other assigned duties and projects.

Benefits

• Competitive salaries and pay.
• 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.
• Paid time off, including vacation, holidays, sick time, and personal time.
• Structured training, licensing support, and ongoing development opportunities.
• Employee engagement events and community support through HUB Gives.
• Career growth opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED