Account Executive

Hub International Insurance•Irving, TX

7d•Onsite

About The Position

The Account Executive will provide professional account management and brokerage services to assigned service clients focusing on Client Initiatives and Client Experience delivery across all HUB Financial Services (HFS) channels. They work with Producers (Client Executives/Sales), Product Support Techs., and internal Operations Leaders managing and maintaining client relationships, along with driving program initiatives. This role is responsible for proactive consultation with appropriate decision makers at assigned clients, insurance and tracking program design, conducting regular program reviews, coordination of risk and control resources, oversight of financial performance, and negotiation of coverage and contractual terms and conditions. The Account Executive will interface with Account Managers (AMs) directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of client needs. In general, issues related to program management, relationship management, coverage applicability, exposure evaluation, contractual requirements, and program design and execution fall within the domain of the Program Executive. About HUB : HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you’re dealing with real estate owned , residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking , blanket , and impairment programs are designed to address lending risk comprehensively. Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio. Why Choose HUB? Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

Requirements

BA or BS degree preferred
5+ years of client-facing service delivery, with front-line and mid-level client contacts
2+ years P&C Insurance Experience
Exceptional written and verbal communication skills
Proficiency with Microsoft Office Suite and PowerPoint programs
Dynamic, 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
YOU WILL NEED A safe home office or quiet workspace with high speed and reliable internet connectivity

Responsibilities

Work alongside account Producers, AMs, and internal leaders to serve as HFS’ executive level contact and broker-consultant for their respective client(s), retaining the account.
When a Producer is part of the client relationship, ensure they 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.
Establish and maintain strong and productive professional relationships with “C-Level” and other senior decision makers for assigned HFS client(s).
Possess 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.
Partner with HFS internal operations and their leaders to ensure that quality and service expectations are being met/delivered. This may include but is not limited to, performing process audits, assisting with various training efforts, and providing necessary feedback to appropriate parties.
Maintain a working knowledge of the applicable and relevant regulatory and market environments.
Possess a strong understanding of each carrier’s products and services in support of assigned client(s).
Directly oversee and coordinate the delivery of all HFS services to assigned client(s) throughout the program lifecycles, including maintaining knowledge and an understanding of all ongoing client projects, initiatives, and issues.
Regularly partner with internal HFS leaders to evaluate client(s) financial performance/viability, consulting on proposed or required policy changes, and leading master service agreement conversations as needed.
Work cooperatively and professionally with AM and Account Liaison colleagues to deliver HFS services as described, using the interface as an opportunity to teach, train, and mentor AM and Liaison team members.
Provide input and feedback to appropriate internal business partners as any performance concerns are identified.
Ensure that all Client Service needs are promptly and professionally delivered, either directly or via HFS colleagues (e.g., AMs, Liaisons, Operations, Client Communications, etc.). The PE is accountable for the competence, timeliness, and quality of all deliverables to the client(s).
Schedule and conduct regular program review meetings with client(s) to communicate trends and implications, financials, and discuss ongoing projects and initiatives.
When applicable, articulate coverage and loss control recommendations focused on reducing the client’s total cost of risk.
Manage and lead HFS’ annual Critical Path assessment for applicable client(s).
Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for client needs, initiating same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are.
Work with the Producer, if assigned, or be 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 appropriate internal business partners.
Possess and maintain a working knowledge of various HUB resources.
Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations as related to assigned clients.
Possess a strong ability to effectively communicate, verbally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a client’s office.
Other duties may be assigned as needs arise. The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Benefits

HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL)
FSA available
Dental plans through BCBSIL
Vision insurance through VSP
Employer paid Short Term Disability
5 Weeks of Paid Parental Leave
Employer paid Life Insurance – 2x your salary
401k -Company matching
10 paid Holidays
Floating Holidays and Personal days
Accrue Vacation and Sick time from day 1
Tuition Reimbursement
All full-time employees working 30+ hours a week are eligible for benefits. Benefits are effective the first of the month, following their first 30 days.