Private Client Strategic Account Executive
Share
Job Location:
Scottsdale, AZ - USA
Monthly Salary:
Not Disclosed
Posted on:
22 hours ago
Vacancies:
1 Vacancy
Job Summary
ABOUT US
AtHUB International we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals families and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn grow and make a difference. Our structure enables our teams tomaintaintheir own unique regional culture whileleveragingsupport and resources from our corporate centers of excellence.
HUB isone of thelargest global insurance and employee benefitsbroker providing a boundaryless array of business insurance employee benefits risk services personal insurance retirement and private wealth management products and services. With over$5 billionin revenue and almost20000 employeesin 600 offices throughout North America HUB hasgrown substantially inpart due to ourindustryleading success in mergers and acquisitions.
SUMMARY:
The Private Client Strategic Account Executive is responsible for servicing maximizing and retaining a Private Client book of business. The job requires a high degree of independent discretion autonomy and decision-making based on prior industry knowledge and experience. This role will provide professional guidance expertise and service to clients. It requires building professional and collaborative relationships with carrier representatives underwriters business partners and HUB colleagues. Their primary responsibility is account development and client retention serving as the technical expert and broker-consultant to the client. The Strategic Account Executive supports organic growth goals by maintaining and expanding the business through account-rounding cross-selling and development of new business opportunities.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Acquires an understanding of clients business and insurance objectives and leverages that information to identify risks and present solutions. Critically analyzes and compares insurance plans and HUB services to uncover additional opportunities.
- Assesses risk through collaborative investigation with the client to ensure no coverage gaps exist.
- Developing new business opportunities from existing clients (referrals) and assigned (prospects) leads to meeting departmental production goals. Identify opportunities for cross-sell and up-sell of other HUB products and services where appropriate.
- Manages organizes and conducts client meetings in coordination with the Risk Advisor for assigned clients and independently service client accounts where no Risk Advisor is assigned
- Develops and maintains professional and collaborative relationships with carrier representatives underwriters business partners and HUB colleagues.
- Leads resolution of escalated complex coverage and servicing issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve.
- Assists in the development and execution of client service agreements.
- Suggests continuous improvements in workflows and procedures for sales and service.
- Stays current on changes in the insurance industry and other external conditions that may impact clients. Make appropriate recommendations to clients in response to those changes.
- Supports mentors and trains Account Managers and Account Executives as necessary.
REQUIREMENTS:
- Relevant post-secondary degree in Business Marketing or related field
- P & C Producer License in required lines and states
- Leadership experience and independent responsibility for client retention preferred.
- 1-3 years of work experience as a servicer/customer service role in High Net Worth or Retail
- Sales experience preferred.
- Strong organization time management and prioritization. Adept in handling competing demands and projects.
- Effective communicator both verbally and in writing. The ability to tell a story influence demonstrate empathy and curiosity and actively listen.
- Demonstrated proficiency with computer systems including but not limited to Microsoft Office and automated agency management systems (EPIC or equivalent)
- Excellent organizational skills with the ability to multi-task and prioritize work
- Proven success as a client-centric detail-oriented self-starter who follows through and follows up with clients.
- Ability to travel as necessary
JOIN OUR TEAM
Do you believe in the power of innovation collaboration and transformation Do you thrive in a supportive and client focused work environment Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization When you joinHUBInternational you will be part of a community of learners and doers focused onour Core Values:entrepreneurshipteamwork integrity accountability and service.
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.
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.
Required Experience:
IC
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
