drjobs Account Executive Personal Lines High Net-Worth

Account Executive Personal Lines High Net-Worth

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1 Vacancy
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Job Location drjobs

Encino, CA - USA

Monthly Salary drjobs

$ 90000 - 120000

Vacancy

1 Vacancy

Job Description

IGNITE YOUR PASSION * IMPACT WHAT MATTERS

WHO WE ARE.

Breaking Boundaries for 25 years and counting.

The world is rapidly changing and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among the worlds largest insurance brokers our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad deep and oneofa kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.

We have the competitive exciting and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population.

We are proud to be designated Top Workplaces 2023 for the 4th consecutive year!!

HUB LAOC is a place where I have every opportunity to share my voice and be part of the diverse culture in our organization. I feel very confident as my authentic self and know I have a place at HUB where my ideas and contributions are welcomed valued and respected. Glenn VP Constituent Experience

In my short time here at HUB I have already had the privilege of working with some of the most outstanding coworkers! At HUB no matter what your job title is every single person from the top down makes you feel like you have a voice and wants you to know that you are playing a crucial role in this companys future. I love that HUB places so much value on building relationships with those you work with and recognizes the importance of communication and camaraderie in the workplace. I look forward to having many more years of being a part of the HUB family! Clara Client Service Associate

WELL TAKE CARE OF YOU.

We care about our people and we mean it. We reward our talented professionals with a competitive salary bonus potential and a variety of benefits to help you reach your health retirement and professional goals. Our suite of benefits includes PPOs HMO HSA FSA vision coverage dental coverage pet insurance paid time off a generous 401k plan and more!

THE OPPORTUNITY:

Our service professionals play a vital role in supporting our clients with daytoday account management claims management and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources you will be amongst some of the industrys top talent to help guide and support our customers needs and provide them with innovative insurance solutions.

The Personal Lines Account Executive manages an assigned book of business develops client relationship and strives to grow and retain clients. May work alongside the Producer the Account Executive is responsible for overseeing the management of assigned accounts including interacting with appropriate decision makers proactive consultation insurance program design carrier interface/marketing coordination of risk control resources relevant collaboration with colleagues throughout HUB and negotiation of coverage terms and conditions. The Account Executive may work with other members of the client service team utilizing available resources and personnel as appropriate in servicerelated activities in support of clients.

  • May work alongside and cooperatively with Producers if assigned on accounts serve as the HUBs primary consultant to the client. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary responsibility for retaining the account acting as the de facto technical expert and brokerconsultant. (In some instances when no Producer is assigned the AE is primarily responsible for client relationship management.

  • Ensure Producers when assigned are fully informed about and prepared for all client meetings and interfaces to be able to manage the client relationship competently and proactively.

  • Establish and maintain strong and productive professional relationships with CLevel and other decision makers for assigned HUB clients.

  • Obtains a detailed knowledge of the clients business and industry articulates applicable exposures to loss insurance coverages and appropriate/available risk management/control solutions.

  • Establish and maintain strong and productive professional relationships with insurance carrier marketing underwriting and risk control staff including a detailed familiarity with each carriers products and services in support of assigned clients.

  • Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle including stewardship reports delivery of risk control services carrier meetings claims reviews preparation of coverage outlines and marketing of emergent and renewal coverage requests.

  • Work cooperatively and professionally with AM colleagues to deliver HUB services as described above using the interface as an opportunity to teach train and mentor AM team members. Provide input and feedback to the Head of P&C as to the performance of AM staff on assigned accounts. (When applicable)

  • Ensure that all client service needs are promptly and professionally delivered either directly by the AE or via HUB colleagues (e.g. AMs Small Business Unit Risk Control etc.. The AE is accountable for the competence timeliness and quality of all deliverables to the client.

  • Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the clients total cost of risk.

  • Identify opportunities for crosssell and upsell of other HUB products and services when appropriate for the clients needs initiating same. At all times be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are.

  • Work with the Producer if assigned or be primarily responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days pastdue should be undertaken with each unresolved circumstance documented and reported to accounting.

  • Designs and delivers effective group presentations using various media including but not limited to conducting internal training to a sales or renewal presentation at a clients office.

  • Performs other duties and projects as assigned.

WHAT YOU BRING TO THE TABLE.

  • You are a change advocate; you go above and beyond and you are fun to be around!

  • High School Diploma / GED; College degree strongly preferred.

  • Minimum of 510 years of related Personal Lines insurance experience within a brokerage environment

  • Must have High NetWorth/Private Client experience. Experience within the Entertainment industry is strongly preferred.

  • Currently licensed in good standing in required lines and states.

  • You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization.

  • You are 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.

  • MUST be willing to work onsite at the Business Manager offices in Encino and Century City as needed.

*This role can be a hybrid role working from our Encino office a few days/week and working from home a few days/week

*The expected salary range for this position is $90000 to $120000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paidtimeoff benefits and eligible bonuses equity and commissions for some positions.

TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.

We want to meet you! Apply today and start your journey to a better tomorrow.

#LIDD

Department Account Management & Service

Required Experience: 710 years of relevant experience

Required Travel: Negligible

Required Education: Some college (no degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations. The EEO is the Law poster and its supplement is available here at Policy

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Required Experience:

IC

Employment Type

Full-Time

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