General DescriptionThe Account Executive manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining, and expanding business and working in concert with the Producer, will work towards being the primary customer relationship manager. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.Essential Duties and ResponsibilitiesTo perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible.
Demonstrates ownership of all aspects of the account service to include proactively involving other members of the HUB team as respects claims management and risk services.
Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures and, in concert with the Producer, works towards becoming the primary relationship manager.
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval.
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
Responsible for overall retention of accounts in assigned book of business.
Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
Manages, organizes, and conducts client meetings when necessary.
Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.
Travels on company business as required.
Prepares reports for management as required.
Oversees functions performed by lower level Assistant Account Executives and Technical Assistants as required.
Supports, mentors, and trains lower level Account Executives, Assistant Account Executives and Technical Assistants as necessary.
Attends industry related continuing education training and courses.
Performs other duties and projects as assigned.
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.Work Experience Requirements
1.At least 7 years of experience and demonstrated proficiency in an insurance Account Management role in required lines.2.Experience with large, complex accounts desired.3.Excellent oral and written English communications skills.4.Superior customer service and problem solving skills.5.Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.6.Ability to work in a team environment.Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.
Education, Licensing and Certification RequirementsHigh School diploma required; AA and/or College degree preferred.FL 2-20 P&C LicenseCurrent with all necessary CE credits in required lines and statesProfessional designation highly desirable (CIC, AAI, ARM)Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalentHUB 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/)E-Verify ProgramWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or [email protected] . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.