Personal Lines Strategic Account Executive

HUB International; New Bern (NC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive pay & benefits

Retirement matching

Life & disability plans

Generous PTO & parental leave

Wellbeing program

Job summary

The Personal Lines Strategic Account Executive at HUB International leads the service, recommendations, and implementation for a select book of insurance business, with autonomy and industry insight guiding client outcomes.

You will build strong carrier and HUB relationships, drive renewal and cross-sell strategies, mentor junior staff, and travel as required to serve key accounts, helping HUB clients navigate risk with confidence.

Qualifications

• High School diploma or equivalent; AA and/or college degree preferred.
• Excellent oral and written English communications skills.
• Leadership experience and independent responsibility for client retention preferred.
• Ability to travel on business when required.

Responsibilities

• Manage a book of business of key and high revenue-producing accounts.
• Provide professional insurance guidance, expertise, and service to clients.
• Develop and maintain professional relationships with carrier representatives, underwriters, business partners, and HUB colleagues.
• Lead all aspects of client service, marketing, and renewal of book of business.
• Travel on company business as required.

Skills

English communication

Client retention

Leadership

Remote teamwork

Education

High School diploma

College degree preferred

Tools

Microsoft Office

Automated agency management systems

Job description

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

ABOUT HUB INTERNATIONAL:

HUB International Limited (HUB) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY:

The Personal Lines Strategic Account Executive leads the overall service, recommendations, and implementation of a small 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 Private Client AE is also responsible for working on New Client Acquisition via leads that are sourced either personally or through Hub Contacts.

ESSENTIAL DUTIES AND 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.
• 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.
• Performs other duties and projects as assigned.

REQUIREMENTS:

• 3+ years of experience and demonstrated proficiency in an insurance Sales or Account Management role in required lines is preferred. Brokerage experience is preferred.
• High School diploma or equivalent; AA and/or college degree preferred.
• Excellent oral and written English 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.
• Currently licensed in good standing in required lines and states.
• Current with all necessary CE credits in required lines and states.
• Advanced professional designation highly desirable

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity:

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations:

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify:

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.