Commercial Lines Account Executive

About Hub International

HUB International Limited (“HUB”) is the 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 21,000 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 Commercial Lines Account Executive (AE) will provide professional, courteous account management and brokerage services to assigned clients and will have the primary responsibility for account strategy, relationship, and retention. In providing the highest level of support to producers, clients, carrier representatives, business partners, and HUB colleagues, the AE will positively impact customer satisfaction and client retention. In addition, 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

• Leads all aspects of local and/or regional large account client service, marketing, and renewal of the assigned book of business

• 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 no coverage gaps exist

• 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

• Manages, organizes, and conducts client meetings in coordination with producer on producer assigned accounts and independently on accounts where no producer is assigned

• Aids in the development and execution of client service agreements

• 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

• Responsible for initiating and supporting the development of new business revenue

• Negotiate terms, conditions, and pricing directly with insurance carriers except when centralized placement is the norm

• 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

• 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, contract review and marketing of emergent and renewal coverage requests

• Supports, mentors, and develops more junior account service team members

Requirements

• College degree preferred

• 5 - 7 years of applicable insurance/agency experience

• Experience with influencing C-level executives

• Exceptional written and verbal communication skills

• Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)

• Detail-oriented self-starter

• Strong leadership, mentoring, and team-building skills

• Mastery of virtual technology, including meeting scheduling, video display and screen sharing

• Significant skill in handling competing demands and projects

• Excellent organizational skills and ability to prioritize and delegate responsibility

• Advanced professional designation highly desirable (e.g. AIC, AAI, ARM, CIC, CPCU)

Department

Account Management & Service

Required Experience

5-7 years of relevant experience

Required Travel

Up to 25%

Required Education

Bachelor's degree (4-year degree)