Account Director and Team Leader Employee Benefits

Account Director

Who We Are

At HUB International we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm we offer employees resources in both technology and industry expertise but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique regional culture.

HUB is the 5th 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 17000 employees in 500 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 International we want you to achieve an even worklife balance and our benefits package allows you to manage your health wellness and financial future. HUB International will foster your learning support your endeavors and encourage your growth. We provide opportunities for careerdriven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International MidwestEast:

• Medical Dental and Vision (PPO HMO and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation Holiday Sick and Personal Time Off
• Spending Accounts
• Pet Insurance
• Bonus Program
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day DressCode
• Service Awards

Heres Where You Come In

The individual filling the Account Director & Team Lead role will be responsible for servicing a book of business that is approximately $1M in revenue. The Account Executive will provide professional courteous account leadership and broking services to assigned clients having the primary responsibility for account retention. Working alongside Producers and Account Managers as assigned the Account Executive shall be principally responsible for overseeing management of assigned accounts including proactive consultation insurance program design carrier marketing collaboration with colleagues throughout HUB and negotiation of coverage terms and conditions. You also will manage a team of approximately 9 client service managers.

Job Responsibilities:

• Provides ongoing feedback and quarterly reviews that ensure verifiable improvements in productivity.
• Provides ongoing learning initiatives and continuously coaches team members on best practices.
• Provides support to team members on unique cases and assists with backup on the ongoing team responsibilities. In the absence of a team member delegates their workload accordingly.
• Communicates regularly with the Managing Director and other Team Leaders to ensure a consistent highlevel experience for our colleagues and clients.
• Working alongside and cooperatively with Producers if assigned on accounts serve as the HUBs primary consultant to the client. The Producer has primary responsibility for client relationship management and initiating new sales. The Account Executive has primary responsibility for retaining the account acting as the de facto technical expert and brokerconsultant. (In some instances no Producer will be assigned and the Account Executive also is primarily responsible for client relationship management.
• Serve as the point person for client relationships which includes communicating with internal (service/ production team) and external stakeholders on all account updates.
• Establish and maintain strong and productive professional relationships with CLevel and other decision makers for assigned HUB clients.
• Possess a detailed knowledge of the clients 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 cognizant insurance carrier marketing underwriting and risk control staff including a detailed familiarity with each carriers 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.
• Ensure that all client service needs are promptly and professionally delivered either directly by the Account Executive or via HUB colleagues (e.g. Account Manager Benefit Analysts etc.. The Account Executive 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.
• Identify opportunities for crosssell and upsell of other HUB products and services when appropriate for the clients 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 pastdue should be undertaken with each unresolved circumstance documented and reported to accounting.
• Be knowledgeable about and comply with HUB systems procedures and state/federal insurance regulations.
• Possess a strong ability to effectively communicate orally and in writing which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a clients office.
• Be actively involved with professional and/or civic associations on behalf of HUB.

Cultural Expectations:

• Determination unsatisfied until we are the best. We go the extra mile for clients and colleagues.
• Ownership Responsible to each other our clients and our goals.
• Teamwork Together we attain greater success.
• Sincerity Giving and receiving direct and caring communication

Qualifications:

• A Life & Health insurance license
• BA or BS degree preferred
• At least 7 years of experience servicing large EB accounts
• Must possess a complete proficiency in alternative funding mechanisms including but not limited to selffunding
• Experience with influencing Clevel executives
• Exceptional written and verbal communication skills
• Proficiency with Microsoft Office Suite and PowerPoint programs
• High energy detailoriented selfstarter
• Strong leadership mentoring and teambuilding skills
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility
• Willingness to travel

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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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