Account Executive, Commercial Lines

Hub International Insurance•Ventura, CA

5d•$85,000 - $100,000

About The Position

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Commercial Lines Account Executive manages an assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for overseeing management of assigned accounts including redundant interface with appropriate decision makers, proactive consultation, insurance program design, carrier interface/marketing, coordination of risk control resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions. The Account Executive will work with other members of the client service team, involving assigned individuals appropriately in service-related activities in support of clients.

Requirements

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.

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.
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, Account Executive, Commercial Lines Page | 2 Rev December 2022 etc.).
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.
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.

Benefits

HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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