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
Sales representative managing warm leads and supporting financial advisors in structured conversations. Providing a systematic onboarding process with clear checklists and tools for effective work.
Group Sales Executive at Journey Beyond supporting seamless group journeys in tourism. Collaborating with teams to manage bookings, ensure quality, and enhance structures.
Client Executive focusing on ensuring service quality for key accounts at HUB24, a leading wealth industry provider. Engaging in transitions, onboarding, and client relationship management while addressing escalations.
Account Executive managing strategic relationships for Cisco in the VW Group. Engaging customer executives to build and sustain strategic relationships in a complex environment.
Sales Executive driving public sector engagement and strategic account management for Cisco's digital solutions. Collaborating with high - performing teams to meet customer objectives and deliver business outcomes.
Sales Consultant assisting customers in purchasing pre - owned vehicles at Sime Darby Auto Selection. Guiding clients through the buying process and providing after - sales support.
Pharmaceutical Sales Representative for Inizio Engage dedicated to promoting COVID - 19 awareness in targeted healthcare settings. Building customer relationships and providing education on treatment options and disease risk factors.
Account Executive responsible for full - cycle sales in a high - growth vertical SaaS company. Engaging with new customers and managing sales pipeline in a fast - paced environment.
Founding Account Executive driving enterprise sales for AI infrastructure startup. Collaborating with technical teams and managing complex sales processes to build revenue engine.