Account Executive Commercial Lines

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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 are looking for an Account Executive to join our Commercial Lines team on a Hybrid work schedule.

SUMMARY

The Account Executive (AE) will provide professional courteous account management and brokerage services to assigned clients having the primary responsibility for account retention. Working alongside Producers (aka Client Executives / Sales) as assigned the AE shall be principally responsible for overseeing management of assigned accounts including redundant interface with appropriate decision makers proactive consultation insurance program design carrier interface/marketing coordination of risk control resources relevant collaboration with colleagues throughout HUB and negotiation of coverage terms and conditions.

The AE will interface with Associate Account Executive (AAE) directly for assigned accounts involving assigned individuals appropriately in service-related activities in support of general issues related to coverage applicability exposure evaluation contractual requirements and program design fall within the domain of the AE. Issues related to policy processing maintenance of client data on the EPIC agency management system routine changes (e.g. adding a new vehicle to the policy) and other transactional or clerical work fall within the domain of the AAE.

JOB RESPONSIBILITIES

• 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 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.
• 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 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 AAE colleagues to deliver HUB services as described above using the interface as an opportunity to teach train and mentor AAE team members. Provide input and feedback to the Head of P&C as to the performance of AAE staff on assigned accounts.
• Ensure that all client service needs are promptly and professionally delivered either directly by the AE or via HUB colleagues (e.g. AAEs Claims 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. 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.
• Possess a mastery of the various HUB resources and tools that are available via The HUB employing resources to best serve assigned clients and work with Producers.
• Be knowledgeable about and comply with HUB systems procedures and state/federal insurance regulations.
• Maintain HUB professional service standards as required and ensure team compliance.
• 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.
• This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.
• Pursue professional development opportunities.
• Develop new and expand business opportunities.

QUALIFICATIONS

• BA or BS degree preferred
• At least 7 years of experience servicing large accounts
• Experience with influencing C-level executives
• Exceptional written and verbal communication skills
• Proficiency with Microsoft Office Suite
• High energy detail-oriented self-starter
• Strong leadership mentoring and team-building skills
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility
• Willingness to travel (most travel local in the tri-state area)

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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