Account Executive

HUB International•Sandy, UT

27d•$85,000 - $95,000•Hybrid

About The Position

As the Account Executive (AE), you will work with a group of Sales Executives and Account Managers in support of assigned accounts, and you will primarily be responsible for managing and retaining those accounts. Your role will typically involve overseeing matters related to coverage applicability, exposure evaluation, contractual requirements, and program design. Additionally, you will provide proactive consultation to clients, coordinate risk control resources when needed, and negotiate coverage terms and conditions with carriers. Lastly, you are expected to identify upsell and cross-sell opportunities, supporting Sales Executives with new business.

Requirements

High school diploma or equivalent, though degree preferred
At least 5 years of experience in transportation and/or commercial insurance industry
Current Property & Casualty Insurance License
High energy, detail-oriented, self-starter
Ability to handle multiple projects and prioritize tasks
Exceptional written and verbal communication skills
Excellent organizational skills and ability to delegate responsibility
Proficiency with Microsoft Office Suite
Experience with influencing C-level executives
Strong leadership, mentoring, and team-building skills
Willingness to travel
Willingness to earn professional designation(s)

Responsibilities

Work alongside and cooperatively with Sales Executives. The Sales Executive has primary responsibility for client relationship management and initiating new sales, while the AE has primary responsibility for retaining the account, acting as the account advocate and broker-consultant.
Ensure Sales Executives are fully informed about and prepared for all client meetings and interfaces in order to competently and proactively manage the client relationship.
Act as lead client advocate initiating the renewal process, including critical path review and pre-renewal meeting with Sales Executives.
Assist Sales Executive in gathering necessary marketing information from client; marketing the account; marketing follow-up; & preparation of proposal for the Sales Executive.
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.
Work with the client as claims liaison as needed on day-to-day issues that may arise, and be able to prepare and coordinate claims review with client, Sales Executive, and markets.
Establish and maintain strong and productive professional relationships with insurance markets, and have a detailed familiarity with each carrier’s products and services.
Coordinate with Sales Executive and directly oversee 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.
Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs.
Be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers, and document those providers.
Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues, such as Account Managers.
The AE is accountable for the timeliness and quality of all deliverables to the client.
Understand the various HUB Transportation resources and tools that are available to clients.
Work with Account Manager & Sales Executive on accounts receivable issues as needed.
Work with Account Manager to prepare policies for delivery, and address any concerns or issues found with markets prior to policies being delivered to client.
Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations.