Strategic Account Executive - Private Client Group

HUB International•Wilmington, MA

1d•$100,000 - $176,190

About The Position

At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for a Strategic Account Executive to join our Personal Lines team. Overview: The Strategic Account Executive leads the overall service, recommendations, and implementation of a book of insurance business. The job requires a high degree of independent discretion, autonomy, and decision-making based on industry knowledge and experience to provide professional guidance, expertise, and service to clients, professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues. The primary objective is rate of account retention that meets or exceeds expectations. Responsible for business development and sales with new and existing clients and referral sources.

Requirements

7 years of experience and demonstrated proficiency in an insurance Account Management role in required lines is preferred.
Active Producer License in required lines and states.
Excellent oral and written communications skills.
Leadership experience and independent responsibility for client retention preferred.
Ability to lead in a remote team environment.
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
Ability to travel on business when required.
Experience with Microsoft Office products.
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Nice To Haves

Brokerage experience is preferred.

Responsibilities

Manages a book of business of key and high revenue-producing accounts.
Providing professional insurance guidance, expertise, and service to clients
Developing and maintaining professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues
Performing accurate and thorough reviews of client coverage, exposure and price, and communicating recommendations to customers in a timely manner
Developing new business from existing accounts and assigned leads as well as helping the department meet production goals
Provides regional “concierge” level assistance on the servicing and management of the largest accounts throughout the Hub New England region.
Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate.
Utilizing industry experience and in-depth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation, applies independent and discretionary judgment to make decisions independent of manager approval on books of insurance business for which the incumbent is responsible. These include non-routine coverage issues and questions, denial of claims, renewal strategies for key accounts, and interpretation of non-routine provisions of insurance contracts.
Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve.
Supports, mentors, and trains Account Managers and Account Representatives, as necessary.
Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
Makes appropriate recommendations to clients in response to those changes.
Leads all aspects of client service, marketing, and renewal of book of business.
Uses judgment and creativity based on industry experience to produce favorable results and solutions to address clients’ insurance needs.
Responsible for overall retention of accounts in assigned book of business.
Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
Ensures the accuracy of data in those systems.
Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients.
Travels on company business as required.
Prepares reports for management as required.
Attends industry related continuing education training and courses.
Other responsibilities as assigned by Manager.