Strategic Account Executive, Commercial Lines

HUB International•Culver City, CA

2d•$50,000 - $75,000•Onsite

About The Position

The Strategic Account Executive leads the overall service, recommendations, and implementation of a top-tier book of insurance business. This position serves as a key executive liaison for all products and services, responsible for overall retention of accounts and ensuring the highest levels of client satisfaction and revenue growth. In partnership with Producers, the Strategic Account Executive provides significant sales support, driving business expansion through proactive identification of cross-sell and up-sell opportunities, strategic risk analysis, and consultative recommendations that deepen client relationships and increase wallet share. The Strategic Account Executive typically maintains a higher number of key and strategic accounts with higher book balances, and maintains relationships with clients at the senior management or executive level. This role requires expert-level knowledge across multiple business domains, with a deep understanding of corporate financials, operational efficiencies, competitive dynamics, and emerging market trends. The Strategic Account Executive acts autonomously on all decisions, partnering with key stakeholders to provide guidance on very complex judgements, and plays a leadership role in developing colleagues through coaching, mentorship, and knowledge sharing.

Requirements

High School Diploma / GED
12+ years insurance industry experience (brokerage preferred) or equivalent combination of education & experience
Demonstrated expertise in a specialty practice or management of a high-revenue, complex book of business required
Property & Causality License
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Demonstrated commitment to continuous professional development and staying current with evolving industry trends, emerging risks, and market dynamics.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
Ability to effectively work with a team and coach others in developing their skills and abilities.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
At least 10 years of experience in the insurance industry property and casualty, risk management, life and health insurance and bank related insurance products in a senior production or leadership role
College degree
High degree of business acumen is required
Demonstrated oral and written communication skills
Significant insurance industry knowledge required
Must be knowledgeable of industry standards and regulations and maintain all required industry licenses
Keeps commitments, keeps other informed of work progress, timetables and issues, addresses problems and issues constructively to find mutually acceptable and practical business solutions.
Works effectively as a leader with all levels of the organization
Must be proficient in Microsoft office tools, including excel, PowerPoint

Nice To Haves

Brokerage experience preferred

Responsibilities

Serves as the senior-level consultant and executive liaison to top-tier client accounts, with primary responsibility for the strategic oversight, retention, and growth of assigned accounts, acting as the de facto technical expert and broker-consultant.
Acts as a strategic partner who provides recommendations to sell additional lines of business and other service products to top-tier client accounts and top-priority partners throughout the policy cycle, driving revenue growth and deepening client relationships.
Leads industry discussions and monitors emerging market trends, competitive dynamics, and regulatory developments to inform strategy, drive innovation, and enhance client engagement.
Demonstrates expert-level understanding of specialized discipline and understanding of other disciplines; recognized as a senior expert in one or more fields and serves as a go-to resource for complex technical and coverage questions across the organization.
Builds and maintains effective long-term relationships with executives and other decision makers for clients to ensure the highest levels of satisfaction, retention, and sustained revenue growth across a larger and more complex portfolio.
Establishes and maintains strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned clients.
Supports Producers in obtaining, maintaining, and expanding business; ensures they are fully prepared for client interactions and may assume primary relationship management responsibilities when appropriate.
Oversees and coordinates the delivery of all HUB services—including stewardship reports, risk control, carrier meetings, claims reviews, coverage outlines, and marketing for new and renewal placements—ensuring accuracy, timeliness, and quality.
Collaborates effectively with Account Team colleagues, HUB resources, and cross-functional partners to deliver client services, while providing senior-level coaching, training, and mentoring to team members to strengthen overall service delivery and professional development.
Conducts annual client reviews and provides coverage, risk mitigation, and loss control recommendations aimed at reducing total cost of risk.
Manages the HUB Top 20% process and participates in Critical Path meetings to support strategic account oversight.
Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are.
Monitors and supports resolution of significant claims through active collaboration with HUB and carrier claims teams.
Applies advanced knowledge of HUB tools, industry resources, and best practices to manage complex or high-profile accounts effectively.
Maintains current receivable status for assigned accounts, proactively pursuing collection of past-due balances and documenting unresolved items for accounting review.
Ensures compliance with HUB procedures and federal/state insurance regulations.
Exercises full decision-making authority on all account matters, including the negotiation of product and service terms for top-tier client accounts, and partners with key stakeholders to provide guidance on very complex judgements.
Serves as a senior team lead and mentor, actively developing Account Team members through coaching, training, and knowledge transfer to elevate overall team capabilities and service quality.
Leads and drives strategic initiatives and special projects for Producer and Account Teams related to carrier program negotiation and development, including but not limited to gathering statistical data, industry-specific coverage forms and analysis, and the development of best practices that enhance client outcomes and team performance.
Performs other duties and projects as assigned.