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Account Executive, Commercial Lines
Account Executive, Commercial Lines-March 2024
Santa Barbara
Mar 29, 2026
About Account Executive, Commercial Lines

  ABOUT HUB:

  In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of 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 that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

  Job Summary

  The Commercial Lines Account Executive manages an assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for overseeing management of assigned accounts including redundant interface 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 will work with other members of the client service team, involving assigned individuals appropriately in service-related activities in support of clients.

  Duties & Responsibilities

  Serve as the HUB’s primary consultant to the client on assigned accounts. 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 broker-consultant.

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

  Establish and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients.

  Possess a detailed knowledge of the client’s business and industry, being able to articulate 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 carrier’s 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 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 past-due should be undertaken, with each unresolved circumstance documented and reported to accounting.

  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.

  Manage HUB Top 200 process.

  Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs. 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 cooperatively and professionally with Account Team colleagues to deliver HUB services, using the interface as an opportunity to teach, train, and mentor Account Team members.

  Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients

  Be actively involved with professional and/or civic associations on behalf of HUB.

  Be knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations.

  Interface with HUB and carrier’s claims teams to monitor and manage significant claims to resolution.

  Lead special projects for Producer and Account Team related to carrier program negotiation and development, which could include gathering statistical data and industry specific coverage forms and analysis.

  Performs other duties and projects as assigned.

  Qualifications

  High School Diploma / GED

  7+ years insurance industry experience (brokerage preferred) or equivalent combination of education & experience

  Property & Causality License

  Knowledge / Skills / Abilities

  Ability to effectively and professionally communicate orally and in writing with internal and external customers

  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

  Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

  Desire to learn and grow within the insurance industry

  Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately

  Confidence and demeanor to effectively interact with all levels within the organization

  Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.

  Ability to effectively work with a team and coach others in developing their skills and abilities.

  Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly

  Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

  Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

  Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems

  Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages

  Working Conditions and Physical Demands

  This position primarily involves remaining in a stationary position for the majority of the workday.

  The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

  Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

  The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

  WHY CHOOSE HUB?:

  Throughout our network of more than 450 HUB offices in North America, we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. 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 are the perfect fit if you:

  Are seeking a progressive work environment at a rapidly growing organization

  Have a desire to help others protect their future

  Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

  Are focused on learning and development to enhance your industry knowledge and expertise

  Are a self-starter willing to invest time and energy to learn the technical aspects of our business

  Believe in integrity and building success by developing relationships with others

  LIKE US SO FAR?

  Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

  Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

  #CA #LI-RS

  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 veteran's 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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm. EEOAA Policy

  Disclosure required under applicable municipal regulations in NY and NJ, as well as the law in Colorado, California and Washington states: The expected salary range for this position is $75,000 to $90,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's 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, paid-time-off benefits, and eligible bonuses, equity and commissions for some position

  Department Account Management & Service

  Required Experience: 2-5 years of relevant experience

  Required Travel: No Travel Required

  Required Education: Associate degree (2-year 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 veteran's 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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

  EEOAA Policy

  E-Verify Program

  We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

  Hi, we’re HUB.

  In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

  When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

  And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

  About HUB International

  Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

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