- 7 years of applicable insurance/agency experience
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Commercial Lines Account Executive - Charlotte, United States - HUB International
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Description
ABOUT HUB INTERNATIONAL:
HUB International Limited ("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 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees.
Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.
We offer:
Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that's important for all of us
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry
Growth potential - HUB is constantly growing and so can your career
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives
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
Lead resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve excep 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
Assists 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
Develop strong and productive professional relationships with cognizant 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, contract review and marketing of emergent and renewal coverage requests
Supports, mentors, and develops more junior account service team members
May travel for client meetings between % of the time.
REQUIREMENTS:
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
Significant skill in handling competing demands and projects
Excellent organizational skills and ability to prioritize and delegate responsibility
Mastery of virtual technology, including meeting scheduling, video display and screen sharing
EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS
High School Diploma or equivalent required; College Degree preferred
Currently licensed in good standing in required lines and states with all necessary CE credits
Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel:
Up to 50%
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.
EEOAA Policy
E-Verify Program
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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 This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we're HUB.In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
For more information, please visit