Strategic Account Executive Private Client Group

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At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.

Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.

We currently have an opportunity for a Strategic Account Executive to join our Personal Lines team.

Overview:

The Strategic Account Executive leads the overall service recommendations and implementation of a book of insurance business. The job requires a high degree of independent discretion autonomy and decision-making based on industry knowledge and experience to provide professional guidance expertise and service to clients professional and collaborative relationships with carrier representatives underwriters business partners and HUB colleagues. The primary objective is rate of account retention that meets or exceeds expectations. Responsible for business development and sales with new and existing clients and referral sources.

Responsibilities:

• Manages a book of business of key and high revenue-producing accounts.
• Providing professional insurance guidance expertise and service to clients
• Developing and maintaining professional and collaborative relationships with carrier representatives underwriters business partners and HUB colleagues
• Performing accurate and thorough reviews of client coverage exposure and price and communicating recommendations to customers in a timely manner - Developing new business from existing accounts and assigned leads as well as helping the department meet production goals
• Provides regional concierge level assistance on the servicing and management of the largest accounts throughout the Hub New England region.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate.
• Utilizing industry experience and in-depth knowledge of insurance markets policy provisions claim processes business environment and risk mitigation applies independent and discretionary judgment to make decisions independent of manager approval on books of insurance business for which the incumbent is responsible. These include non-routine coverage issues and questions denial of claims renewal strategies for key accounts and interpretation of non-routine provisions of insurance contracts.
• Acquires understanding of clients business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve.
• Supports mentors and trains Account Managers and Account Representatives as necessary.
• Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes.
• Leads all aspects of client service marketing and renewal of book of business. Uses judgment and creativity based on industry experience to produce favorable results and solutions to address clients insurance needs.
• Responsible for overall retention of accounts in assigned book of business.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.
• Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients.
• Travels on company business as required.
• Prepares reports for management as required.
• Attends industry related continuing education training and courses.
• Other responsibilities as assigned by Manager.

Qualifications:

• 7 years of experience and demonstrated proficiency in an insurance Account Management role in required lines is preferred. Brokerage experience is preferred.
• Active Producer License in required lines and states.
• Excellent oral and written communications skills.
• Leadership experience and independent responsibility for client retention preferred.
• Ability to lead in a remote team environment.
• Demonstrated proficiency with computer systems including but not limited to Microsoft Office and automated agency management systems.
• Ability to travel on business when required.
• Experience with Microsoft Office products.
• Excellent organizational interpersonal communication skills and ability to work in a team environment.

The expected salary range for this position is $100000 - $176190and 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 International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days 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.

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