Account Executive, Personal Lines – High-Net-Worth
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Los Angeles • California • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $110,000 per year
Job Level
Mid-LevelSenior
About the role
- Manage an assigned book of business
- Develop client relationship and strive to grow and retain clients
- Oversee the management of assigned accounts including interacting with appropriate decision makers
- Proactive consultation and insurance program design
- Coordination of risk control resources
- Negotiate coverage terms and conditions
- Work with other members of the client service team
- Conduct annual review with clients making coverage and loss control recommendations focused on reducing the client’s total cost of risk
- Identify opportunities for cross-sell and up-sell of other HUB products and services
- Proactive efforts to collect receivables more than 30 days past-due
Requirements
- High School Diploma / GED; College degree strongly preferred.
- Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment
- Must have High Net-Worth/Private Client experience.
- Yacht/Marine Insurance experience preferred
- Experience within the Entertainment industry is strongly preferred.
- Currently licensed in good standing in required lines and states.
- Demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization.
- Computer proficient with Microsoft Office Suite, Outlook, and various AMSs (Epic preferred).
- Willing to complete continuing education requirements, as needed.
- Willing to work outside of normal business, as needed.
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses
- equity and commissions for some positions
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Personal Lines insuranceHigh Net-Worth insuranceYacht insuranceMarine insuranceInsurance program designRisk controlCoverage negotiationCross-sellingUp-sellingReceivables collection
Soft skills
Client relationship managementCommunication skillsInterpersonal skillsConsultationTeam collaborationAnalytical skillsProblem-solvingProactive approachOrganizational skillsCustomer service
Certifications
Insurance license