Account Executive, Personal Lines

ABOUT HUB:

The Account Executive may work with other members of the client service team involving assigned individuals appropriately in service-related activities in support of clients.

DUTIES & RESPONSIBILITIES:

May work 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 AE has primary responsibility for retaining the account acting as the de facto technical expert and broker-consultant. (In some instances no Producer will be assigned and the AE also is primarily responsible for client relationship management.)

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.

Obtains a detailed knowledge of the clients 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 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.

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 clients total cost of risk.

Identify opportunities for cross-sell and up-sell 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 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 clients office.

Performs other duties and projects as assigned.

Qualifications
High School Diploma / GED; College degree strongly preferred
Minimum of 5-7 years of related insurance experience (brokage experience preferred) or equivalent combination of education & experience
Currently licensed in good standing in required lines and states.

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 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.

LIKE US SO FAR

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HUB International Limited is an equal opportunity 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. The EEO is the Law poster and its supplement is available here at #LI-RS1 #LI-LW1

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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 or. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $75000- $90000/yr and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions 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.

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.

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. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.