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HUB International · 1 day ago

Account Executive, Commercial Lines

Sacramento, CA

Full-time

Onsite

Mid, Senior Level

$85K/yr - $100K/yr

7+ years exp

HUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions. The Commercial Lines Account Executive will manage an assigned book of business, develop client relationships, and oversee the management of assigned accounts to grow and retain clients.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Serves as the HUB’s primary consultant to the client on assigned accounts

Ensures Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship

Establishes and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients

Obtains a detailed knowledge of the client’s business and industry, articulates applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions

Establishes and maintains strong and productive professional relationships with 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 oversees and coordinates 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

Alongside the Producer, if assigned, or primarily responsible for maintaining current receivable status for assigned clients

Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting

Ensures that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AMs, Small Business Unit, Risk Control

The AE is accountable for the competence, timeliness, and quality of all deliverables to the client

Conducts annual review w/clients making coverage and loss control recommendations focused on reducing the clients’ total cost of risk

Manages HUB Top 200 process

Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs

Documents other insurance products and services the clients are purchasing through other providers and who those providers are

Works cooperatively and professionally with Account Team colleagues to deliver HUB services, using the interface as an opportunity to teach, train, and mentor Account Team members

Utilizes various HUB and industry resources and tools that are available to best serve clients

Complies with HUB procedures and state/federal insurance regulations

Interfaces with HUB and carrier’s claims teams to monitor and manage significant claims to resolution

Leads special projects for Producer and Account Team related to carrier program negotiation and development, including but not limited to gathering statistical data and industry specific coverage forms and analysis

Qualification

Insurance industry experienceProperty & Casualty LicenseClient relationship managementRisk management solutionsNegotiation skillsMicrosoft Office SuiteCommunication skillsCritical thinkingProblem solvingTeamwork

Required

High School Diploma / GED

7+ years insurance industry experience (brokerage preferred) or equivalent combination of education & experience

Property & Causality License required

Ability to effectively and professionally communicate orally and in writing with internal and external customers

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems

Desire to learn and grow within the insurance industry

Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately

Confidence and demeanor to effectively interact with all levels within the organization

Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs

Ability to effectively work with a team and coach others in developing their skills and abilities

Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly

Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions

Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy

Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages