25 personal lines account executive jobs found

Description Summary: As a Personal Lines Insurance Senior Account Executive, you will serve as a trusted advisor to high-net-worth clients, delivering exceptional service and tailored solutions for their personal insurance needs. This role demands a high level of technical proficiency, product knowledge, and independent decision-making to manage a sophisticated book of business with minimal oversight. You will take ownership of complex accounts, providing strategic guidance and advocacy to ensure clients are properly protected and confident in their coverage. You will support new business development, handle renewals, and maintain strong client relationships that foster loyalty and long-term growth. Success in this position requires the ability to prioritize effectively, respond promptly in a fast-paced environment, and collaborate seamlessly with colleagues and carriers. Your expertise will enable you to...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to retain the existing business and grow the assigned group of accounts.  In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works closely with internal resources as needed to satisfy the client's needs. A Day in The Life : Serves as the key relationship contact by account at all leaderships levels for the assigned book of business with a total book value from $750K to $2M. Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development; meets individual cross-selling and up-selling objectives. Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business. Develops, leads and executes account...

POSITION SUMMARY: HUB International is seeking to add a Commercial Lines Producer to our sales team in the Ohio market! The Commercial Lines Producer will develop new business relationships and insurance solutions for prospective HUB clients and build a book of business by driving new business development and growth for the region. They will be responsible for identifying client needs, educating clients of the organization’s full scope of insurance offerings, and maintaining a high skill level with client relations. ABOUT HUB INTERNATIONAL: HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 18,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow....

Description This role is remote due to travelling to different markets in the HNB footprint but must be filled in the Columbus, OH. Summary: The Regional Sales Manager (RSM) for Up Market Healthcare is responsible for leading and managing Business Development Officers (BDOs) focused on the Up Market segment, outside the bank’s footprint and dotted line responsibility for specialized RMs in Footprint. This role serves as a strategic leader, subject matter expert, and sales driver for the Up Market healthcare banking initiatives, ensuring alignment with national goals and performance metrics. Duties and Responsibilities: Lead and manage BDOs within the Up Market Healthcare vertical. Develop and execute business development and COI (Centers of Influence) strategies across markets. Own and drive the go-to-market strategy for Up Market Healthcare. Act as the subject matter expert for Specialized...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

About Specialty Program Group (SPG): Specialty Program Group (SPG) is the wholesale & MGA division of HUB International.  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies). About Business Underwriters Associates (BUA): As a brokerage general agent, BUA is your advocate, with insurance carriers.  Our experience and understanding of the case you need to make is a powerful resource for client service and business growth. Job Summary: The Account Executive will partner with our Health Brokerage Sales Vice President to directly impact the customer retention and new sales efforts. The effective candidate will support business and administrative functions for the Health Brokerage Sales VP: respond to inbound service-related calls, identify sales opportunities, execute marketing activities, provide product information, and maintain system records about interactions...

Overview The Complex Account Unit in our Workers’ Compensation Corporate Underwriting department is seeking a Senior Underwriter to join our CA and Western States team. The newly established Complex Account Unit is dedicated to underwriting and managing WC accounts that fall outside of regional underwriting authority based on account size, complexity, hazards and exposures, service requirements, agency profile, etc. These high-profile accounts offer the team significant exposure to c-suite level executives both internal and external.   The Complex Account Unit delivers significant value to our brokers by providing them with underwriting capability for their workers’ compensation insurance needs that are best addressed on an individual risk basis.   With this opportunity, you will underwrite and manage a portfolio of large, challenging and unique accounts in accordance with AmTrust’s WC guidelines, strategy and profitability standards. The person in this...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. A Day in The Life Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure. Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options. Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards. Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible for performing and presenting data analysis for assigned accounts and complete special project deliverables in the Group Benefits Business Unit; conducts complex analysis and customized models on multi-national accounts across many lines of coverage and varying funding mechanisms. Supports sales growth and retention objectives. A Day in The Life : Manages large projects from inception and design through post-implementation assessment, working closely with internal departments and clients. Attends client meetings as lead data consultant; presents to key business leaders to explain analytical findings and financial recommendations; demonstrates strong client-facing skills and engenders client’s confidence in the data recommendations / findings. Provides...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business. A Day in The Life : Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner. Approximate workload defined by Practice: Large:  6 - 10 accounts; total book value of $1M - $1.5M. Middle Market:  25 - 75 accounts; total book value of $300K - $1M. Small Market:  30 - 44 accounts (efficiencies of scale considered); total book value of...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : The Administrative Assistant is responsible to provide general administrative and clerical support for the Co-Managing Directors; performs a wide variety of advanced clerical duties; relieves unit leaders of selected administrative work and minor business detail.    Management of this process to include integrations across the following  departments / practices / teams (if applicable)     (Example) IT, Human Resources (benefits plan, 401K integration, employee-ownership), marketing (website & sales enablement) carrier contracts (benefits, P&C), licensing, accounting/finance, and facilities.    A Day in the Life: Essential Functions     Exercises the greatest degree of discretion in the handling and dissemination of...

The Select Specialist will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best-in-class service. The role will require working directly with other members of our Select Team as well as producers from other RSC offices. The role will also serve as a mentor to PL Select Assistant Account Specialists. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of standard personal lines clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC accordingly Participating in the retention of renewal business. Interacting...

About Specialty Program Group:   Specialty Program Group (SPG) is the wholesale & MGA division of HUB International.  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies).   About BUA: Business Underwriters Associates (BUA) is a specialized insurance distribution firm serving financial advisors and branch office staff across Edward Jones locations in the region. Through our strategic affiliation with Concourse Distributors, we provide comprehensive point-of-sale solutions for life insurance, long-term care, and disability income products to Edward Jones professionals. Our focused regional approach enables us to deliver personalized service and deep market expertise, helping advisors meet their clients' insurance and financial protection needs. About the Position: The Internal Wholesaler will drive business development within a multi-carrier...

POSITION SUMMARY: The Director, Carrier Strategies is responsible for developing and executing a strategic plan to maximize revenue growth through carrier relationships and commission structures that are aligned with regional business strategy and local market opportunities ABOUT HUB INTERNATIONAL: HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 18,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. 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...