Commercial Lines Account Executive
About Hub International
HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, 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 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
Summary
The Commercial Lines Account Executive will provide professional, courteous account management and brokerage services to assigned clients. You have the primary responsibility for account strategy, relationship, and retention. In providing the highest level of support to our producers, clients, carrier representatives, underwriters, business partners, and HUB colleagues you will positively impact customer satisfaction and client retention. In addition, your account management expertise will support the organic growth goals of the organization by maintaining and expanding business, which includes account rounding, cross-selling and the development of new business.
Essential Duties And Responsibilities
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Leads all aspects of client service, marketing, and renewal of the book of business
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Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans and HUB services to determine suitability for additional opportunities; assess client risk to ensure not coverage gaps exist
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Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve except when an established claim servicing protocol exists
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Manages, organizes, and conducts client meetings in coordination with producer
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Aids in the development and execution of client service agreements
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Key driver for executing critical path work for clients: Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate
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Negotiate terms, conditions, and pricing directly with insurance carriers except when centralized placement is the norm
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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
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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
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Supports, mentors, and develops more junior account service team members
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May travel for client meetings between 25 - 50% of the time
Requirements
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5 - 7 years of applicable insurance/agency experience
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Exceptional written and verbal communication skills
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Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
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Detail-oriented self-starter
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Strong leadership, mentoring, and team-building skills
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Significant skill in handling competing demands and projects
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Excellent organizational skills and ability to prioritize and delegate responsibility
Department
Account Management & Service
Required Experience
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5-7 years of relevant experience
Required Travel
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Negligible
Required Education
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Bachelor's degree (4-year degree)