Account Executive responsible for servicing $1M client accounts at HUB International. Leading account retention, team management, and proactive consultation for tailored insurance solutions.
Responsibilities
The individual filling the Account Executive role will be responsible for servicing a book of business that is approximately $1M in revenue.
The Account Executive will provide professional, courteous account leadership and broking services to assigned clients, having the primary responsibility for account retention.
Working alongside Producers and Account Managers, as assigned, the Account Executive shall be principally responsible for overseeing management of assigned accounts, including proactive consultation, insurance program design, carrier marketing, collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.
You also will manage a team of approximately 9 client service managers.
Provides ongoing feedback and quarterly reviews that ensure verifiable improvements in productivity.
Provides ongoing learning initiatives and continuously coaches team members on best practices.
Provides support to team members on unique cases and assists with backup on the ongoing team responsibilities.
In the absence of a team member, delegates their workload accordingly.
Communicates regularly with the Managing Director and other Team Leaders to ensure a consistent, high-level experience for our colleagues and clients.
Working alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary consultant to the client.
Establish and maintain strong and productive professional relationships with C-Level and other decision makers for assigned HUB clients.
Educate clients on loss exposures, insurance coverages, and 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, and marketing of emergent and renewal coverage requests.
Requirements
A Life & Health insurance license
BA or BS degree preferred
At least 7 years of experience servicing large EB accounts
Must possess a complete proficiency in alternative funding mechanisms, including but not limited to self-funding
Experience with influencing C-level executives
Exceptional written and verbal communication skills
Proficiency with Microsoft Office Suite and PowerPoint programs
High energy, 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
Willingness to travel
Benefits
Medical, Dental, and Vision (PPO, HMO, and HSA)
Comprehensive Wellness Program
401(k) Retirement Plan
Life and Disability Plans
Vacation, Holiday, Sick, and Personal Time Off
Spending Accounts
Pet Insurance
Bonus Program
Comprehensive Onboarding Program
Continuing Education / Personal Development Programs
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