Private Client Account Executive
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Job Location:
Bluffton, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
ABOUT HUB INTERNATIONAL:
HUB International Limited (HUB) is one of the 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 21000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in Mergers and Acquisitions.
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 customers and organization. We offer:
Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation Holiday Sick and Personal Time Off
Great work/life balance because thats important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives
POSITION SUMMARY:
We currently have an opportunity for a hybrid role as a Senior Account Executive on our Private Client Team reporting to the Senior Vice President.
Specific responsibilities include:
Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios of varying size and complexity.
Work to establish and grow substantive relationships with existing & prospective clients to deliver excellent client experience.
Schedules and conduct face-to-face & virtual meetings with clients to annual reviews. Reviews will analyze and evaluate clients current insurance and providing feedback and suggestions on program improvement.
Achieves assigned annual financial metrics focused on retention & revenue growth.
Understands carrier underwriting appetite and effectively use rating software to market accounts with various carriers prepare and present proposals as needed.
Reviewing accurate information on all new prospects/clients by documenting EPIC and updating client information in our agency management system accordingly.
Additional responsibilities will include cross sell initiatives into your managed book of business as well as on an individual basis.
Please apply to join us if you meet the following requirements:
4-year college degree or equivalent work experience
At least 3-7 years of experience in related position
Understanding of the Private Client marketplace & carriers
A Property & Casualty Insurance license
Insurance designation preferred (CPRIA CPCU ARM CIC)
EPIC experience preferred
Ability to manage multiple responsibilities in a deadline driven environment
Proven ability to work independently and collaboratively with a team
Excellent written and verbal communication skills
Proficiency with Microsoft Office Suite
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.
