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Account Executive/Floater, Personal Lines

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 world’s 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 one-of-a 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 company’s 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

 

WE’LL 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 day-to-day 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 industry’s top talent to help guide and support our customer’s 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 service-related activities in support of clients.

  •   May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s 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 broker-consultant.  (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 “C-Level” and other decision makers for assigned HUB clients.

  • Obtains a detailed knowledge of the client’s 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 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 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 client’s total cost of risk.

  • Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s 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 past-due 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 client’s 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 5-7 years of related Personal Lines insurance experience (brokage experience preferred) or equivalent combination of education & experience.

  • 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.

  

 *The expected salary range for this position is $80,000 to $92,000 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 positions.

 TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.

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

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity 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.

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 recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Average salary estimate

$86000 / YEARLY (est.)
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$80000K
$92000K

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What You Should Know About Account Executive/Floater, Personal Lines, HUB International

Join HUB International as an Account Executive/Floater in Personal Lines in Encino, CA, where you can ignite your passion and make an impact on what matters. With a rich history of breaking boundaries for over 25 years, HUB has evolved into one of the world's leading insurance brokers, providing tailored solutions that give our clients peace of mind. In this vibrant role, you'll support clients through day-to-day account management, claims oversight, and innovative underwriting services, ensuring they have the coverage they need to protect what’s important. You will manage an assigned book of business, develop strong relationships with clients, and collaborate with colleagues to deliver exceptional service. As an Account Executive, you’ll not only retain accounts but also actively identify opportunities for cross-selling and up-selling, driving growth for both our clients and HUB. You'll work closely with Producers, ensuring all client needs are met efficiently, and you'll have the chance to mentor and share your knowledge with your team. If you’re ready to elevate your career in a supportive and friendly environment where new ideas are welcomed, and diversity is celebrated, apply today and become part of the HUB family. Here, your voice matters, and you’ll have the opportunity to make a meaningful impact every single day.

Frequently Asked Questions (FAQs) for Account Executive/Floater, Personal Lines Role at HUB International
What are the key responsibilities of the Account Executive/Floater in Personal Lines at HUB International?

As an Account Executive/Floater in Personal Lines at HUB International, your primary responsibilities include managing an assigned book of business, developing client relationships, and ensuring superior account management. You will work closely with Producers and collaborate with colleagues to address client needs, oversee claims management, provide underwriting services, and identify growth opportunities. Your role also involves coordinating service delivery throughout the policy cycle, maintaining professional relationships with clients and carriers, and continuously seeking to enhance client satisfaction and engagement.

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What qualifications do you need for the Account Executive/Floater in Personal Lines at HUB International?

To qualify for the Account Executive/Floater position in Personal Lines at HUB International, you should possess a minimum of 5-7 years of relevant insurance experience, particularly in Personal Lines, or a combination of education and experience. A high school diploma is required, though a college degree is strongly preferred. Candidates must be licensed in good standing and should have excellent oral and written communication skills. Proficiency in Microsoft Office Suite and various Agency Management Systems (AMS) is also necessary.

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How does HUB International support professional growth for Account Executives?

HUB International is committed to the growth and development of its employees, including Account Executives. We provide continuous opportunities for training, mentoring, and professional development. Employees are encouraged to pursue continuing education courses to meet licensing requirements, and internal resources are available to support career advancement. Our inclusive culture values diverse perspectives, allowing you to share your voice and contribute to innovative solutions, enhancing your professional journey at HUB.

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What can I expect in terms of work environment as an Account Executive/Floater at HUB International?

At HUB International, you can expect a competitive, friendly, and dynamic work environment where collaboration and communication are highly valued. Our culture emphasizes respect and support, enabling you to build meaningful relationships with colleagues and clients alike. With a strong focus on inclusivity and employee well-being, HUB provides a place where your contributions are recognized and rewarded, ensuring that you can thrive personally and professionally.

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What benefits does HUB International offer to Account Executives in Personal Lines?

HUB International offers a comprehensive suite of benefits to its Account Executives in Personal Lines, designed to support both health and financial security. Benefits include health, dental, vision, and life insurance options, as well as FSA and HSA accounts. Our retirement plan features a generous 401(k) match. Additionally, employees enjoy paid time off, bonus potential, and other incentives, creating a well-rounded benefits package that meets the diverse needs of our team.

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Common Interview Questions for Account Executive/Floater, Personal Lines
Can you describe a time when you managed a difficult account as an Account Executive?

When answering this question, provide specific examples of how you identified the challenges, developed a strategy to address them, and achieved positive results. Highlight your communication skills and client relationship-building efforts that contributed to resolving issues. It's essential to demonstrate your problem-solving abilities and proactive mindset.

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How do you prioritize tasks when managing multiple accounts?

Discuss your organizational skills and tools you use to manage accounts effectively. Mention strategies like creating to-do lists, scheduling regular check-ins, and utilizing technology to keep track of deadlines and communication. Emphasize your ability to remain flexible while focusing on delivering exceptional client service.

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What steps do you take to ensure effective communication with clients?

Effective communication is key in any Account Executive role. You might explain your approach to establishing regular contact with clients, whether through emails, calls, or meetings. Consider mentioning the importance of actively listening to their needs and providing updates on their accounts regularly, as well as soliciting feedback to improve service.

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What experience do you have with claims management, and how did you handle a challenging claim?

Use this question to showcase your experience and skills in claims management. Describe a specific challenging claim situation, your assessment process, the steps you took to navigate it, and how you communicated with the client. Focus on your role in achieving a satisfactory outcome and maintaining the client's trust throughout the process.

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How do you identify opportunities for cross-selling or up-selling to clients?

Talk about your approach to understanding clients' needs and financial situations. Explain how you stay informed about HUB’s offerings and industry trends to identify opportunities and how you introduce relevant products or services to enhance coverage or risk management for clients.

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How do you manage relationships with insurance carriers?

Highlight your strategies for building and maintaining strong relationships with insurance carriers. Discuss the importance of regular communication, understanding their products, and collaborating on solutions for clients. Your ability to negotiate favorable terms can set you apart as a proficient Account Executive.

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Can you share an example of how you mentored a team member?

When addressing this question, share a specific situation where you took the initiative to mentor a colleague or team member. Discuss the skills you focused on developing and the positive impact your mentoring had on their performance and confidence.

Join Rise to see the full answer
What do you consider the key components of excellent customer service in the insurance industry?

Your response should reflect an understanding of client needs and the importance of responsiveness, transparency, and empathy in customer service. Share examples of how you have demonstrated these qualities in your previous roles and how they contributed to client retention and satisfaction.

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How do you stay current with industry trends and changes?

Discuss your sources for industry information such as trade publications, webinars, professional associations, and networking with peers. This shows your commitment to continuous learning and the proactive nature of your work ethic.

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Why do you want to work for HUB International as an Account Executive/Floater in Personal Lines?

This question is an opportunity for you to express your enthusiasm for HUB and align its mission and values with your career aspirations. Share what you admire about HUB’s culture, growth opportunities, and commitment to client advocacy. Be genuine and specific about how you see yourself contributing to the team.

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To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

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Full-time, on-site
DATE POSTED
March 30, 2025

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