B2B Sales Consultant managing sales activities, achieving profit goals, and client relationship building. Focused on growing merchandise, equipment, and service sales within the defined territory.
About the role
- Commercial Lines Account Executive managing client relationships and providing insurance brokerage services. Leading client service, marketing, and renewal processes with significant experience required
Responsibilities
- Leads all aspects of client service, marketing, and renewal of the 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 not 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 except when an established claim servicing protocol exists
- Manages, organizes, and conducts client meetings in coordination with producer
- 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
- Negotiate terms, conditions, and pricing directly with insurance carriers except when centralized placement is the norms
- 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, and marketing of emergent and renewal coverage requests
- Supports, mentors, and develops more junior account service team members
- May travel for client meetings between 25 - 50% of the time.
Requirements
- 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
- Significant skill in handling competing demands and projects
- Excellent organizational skills and ability to prioritize and delegate responsibility
Benefits
- 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
- Paid Parental Leave
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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