About Us:

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

HUB is the 5th 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 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

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 Account Managers (AMs) directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of clients. In 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 AM.

JOB RESPONSIBILITIES

• Working alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s 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 client’s 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 carrier’s 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 AM colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor AM team members. Provide input and feedback to the Head of P&C as to the performance of AM staff on assigned accounts.

• Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the client’s total cost of risk.

• Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs, initiating same. 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.

• Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations.

• 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 client’s 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.

QUALIFICATIONS

• 5+ years of experience and demonstrated proficiency in an insurance Commercial Sr. Account Management/Account Executive role in brokerage/agency environment required

• Experience servicing large accounts preferred

• Experience with influencing C-level executives

• Exceptional written and verbal communication skills

• Proficiency with Microsoft Office Suite and PowerPoint programs

• 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

#LI-KP1

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

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