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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 service-related activities in support of clients.
Job Responsibility
Manage assigned book of business
Develop client relationships
Retain and grow clients
Oversee management of assigned accounts
Interact with decision makers
Provide proactive consultation
Design insurance programs
Interface with carriers/marketing
Coordinate risk control resources
Collaborate with colleagues
Negotiate coverage terms
Ensure Producers are informed for client meetings
Build relationships with C-Level decision makers
Obtain detailed knowledge of client's business
Build relationships with carrier staff
Coordinate delivery of HUB services
Mentor Account Management team members
Ensure timely and professional client service
Conduct annual client reviews
Identify cross-sell and up-sell opportunities
Maintain receivable status
Design and deliver group presentations
Perform other duties as assigned
Requirements
Yacht/Marine Insurance experience preferred
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
Experience within the Entertainment industry is strongly preferred
Currently licensed in good standing in required lines and states
Demonstrated oral and written communication skills
Computer proficient with Microsoft Office Suite, Outlook, and various AMSs (Epic preferred)
Willing to complete continuing education requirements