Job Description
Job Summary
The Commercial Lines Account Executive manages an assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is 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 Account Executive will work with other members of the client service team, involving assigned individuals appropriately in service-related activities in support of clients.
Duties & Responsibilities
Serves as the HUB’s primary consultant to the client on assigned accounts. 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.
Ensures 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.
Establishes and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients.
Obtains a detailed knowledge of the client’s business and industry, articulates applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.
Establishes and maintains 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 oversees and coordinates 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.
Alongside the Producer, if assigned, or 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.
Ensures that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AMs, Small Business Unit, Risk Control,
The AE is accountable for the competence, timeliness, and quality of all deliverables to the client.
Conducts annual review w/clients making coverage and loss control recommendations focused on reducing the clients’ total cost of risk.
Manages HUB Top 200 process.
Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are.
Works cooperatively and professionally with Account Team colleagues to deliver HUB services, using the interface as an opportunity to teach, train, and mentor Account Team members.
Utilizes various HUB and industry resources and tools that are available to best serve clients.
Complies with HUB procedures and state/federal insurance regulations.
Interfaces with HUB and carrier’s claims teams to monitor and manage significant claims to resolution.
Leads special projects for Producer and Account Team related to carrier program negotiation and development, including but not limited to gathering statistical data and industry specific coverage forms and analysis.
Qualifications
High School Diploma / GED
7+ years insurance industry experience (brokerage preferred) or equivalent combination of education & experience
Property & Causality License
Knowledge / Skills / Abilities
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Desire to learn and grow within the insurance industry.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Ability to effectively work with a team and coach others in developing their skills and abilities.
Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
Working Conditions and Physical Demands
This position primarily involves remaining in a stationary position for the majority of the workday.
The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
ABOUT HUB:
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
The expected salary range for this position is $100,000 to $135,000 /year depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's 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, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: Associate degree (2-year degree)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 .
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