Account Executive
Bellaire, TX - USA
Job Summary
Position Title: Account Executive
About the Position:
The ideal candidate for the Account Executive position will be a self-motivated and goal- oriented individual who is looking to grow with a company.
The Account Executive will be responsible for supporting the Account Manager in handling a broad range of daily addition to supporting the AM with their renewals a successful candidate will also handle multiple levels of interactions with our partners. Experience in the insurance industry is encouraged but not a requirement.
Key Responsibilities:
Request/Send Policy Numbers Account Manager handles
Provide all pre-subs as need to get policy numbers released
Send policy numbers in POST BINDING email
Make sure we receive the binders Account Manager handles
Provide all pre-subs as needed to have binders released
Make sure Account Manager has a copy of all binders received
Make sure Accounting Manager is CC on all binders received (Account Manager needs to send the SL forms)
Subjectivities Account Manager handles
Manage all aspect of the subjectivities
Request
File
Send to carrier
Set suspense for follow ups (policy #s binders policies to Excess markets as needed)
Be pro-active
Policies Account Associate handles
Request policies from carrier in not received within 30 days
Send policy to agents (only after Jose has sent the binders)
Send underlying policies to Excess markets
Endorsements Account Associate handles
For now you will be sending only non-premium generating endorsements
Once we pick up some traction you will also oversee premium endorsements as well
Any endorsement request you receive send to Jose he will then send them to the carrier and CC you
Associate is AMs backup when hes out of the office
All POST BINDING aspects
Assist with binders when we are backed up
Ill show you how to process binders when we pick up some steam
Im not scheduled to be out until Thanksgiving week so Ill show you before then
Any account inquiries go to Account Manager unless you feel capable of handling
If handling please CC Account Manager on emails
Qualifications:
Proficiency in Microsoft Outlook Word and Excel
High School graduate required; College courses preferred
Excellent written and verbal communication skills
Ability to work well under pressure to meet tight deadlines in a fast-paced environment
Proactive independent work ethic with strong problem solving and analytical skills
Willingness to be flexible learn on the job and maintain a can-do attitude
Ability to work in dynamic environment adapting to changing requirements and collaborating with a wide range of colleagues to quickly deliver solutions
Highly organized and able to structure day based on deadlines and pending items
Self-motivated and goal oriented
Strong organization skills with a high level of detail orientation
Work Location:
This position is located in our Bellaire TX office and requires 3 days in the office.
Salary Transparency:
The expected salary range for this position is $60000 to $75000 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 HAS and 401(k) accounts paid-time-off benefits such as vacation sick personal floating holidays and company addition eligible annual bonuses equity and commissions may be available for some positions.
#SPG
Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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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Required Experience:
IC
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.