Client Executive, Employee Benefits

HUB International • Río Piedras, PR

114d

About The Position

Join us today as a Employee Benefits Client Executive! HUB PR’s Client Executive manages a book of insurance business while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, insurance companies, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides high support to producers in obtaining, maintaining, and expanding their business. May also be responsible for account rounding and developing new business by standard practices, policies, and procedures. A sense of urgency, attention to detail, and customer service are essential to comply with our service standards. A day in the life… Responsible for the assigned book of business and overall retention. Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures. Oversee the preparation and implementation of all transactions, paperwork, and internal processing/communication for assigned accounts. Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Staying abreast of changes in the insurance industry and other external conditions that may impact their clients. Responsible for understanding clients’ business to determine and ensure insurance objectives are met, and recommendations are adequate to client’s needs. Develop and outline a renewal strategy plan to achieve a cost-effective insurance program that suits the client’s needs. Critically analyzes and compares insurance program terms and conditions to determine suitability and provide recommendations to clients. Acts as liaison between clients and insurance carriers to resolve escalated complex service issues requiring policy interpretation and experience-based judgment. May also negotiate with underwriters and carriers. Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows up on cross-selling opportunities when appropriate. Manages, organizes, and conducts client meetings when necessary. Appropriately document conversations with clients and carrier representatives and update all HUB computer systems to ensure data accuracy.

Requirements

• Bachelor’s or associate degree.
• Five years of experience in an insurance Account Management role.
• Proficiency in required lines of insurance.
• Excellent oral and written English communication skills.
• Superior customer service and problem-solving skills.
• Demonstrated proficiency with computer systems, including Microsoft Office and agency management systems.
• Ability to work in a team environment.

Nice To Haves

• Life and Disability License.

Responsibilities

• Manage a book of insurance business with a high degree of independent discretion.
• Provide professional and courteous service to clients, insurance companies, underwriters, and business partners.
• Support producers in obtaining, maintaining, and expanding their business.
• Oversee preparation and implementation of all transactions and paperwork for assigned accounts.
• Understand clients’ insurance objectives and analyze insurance plans for suitability.
• Stay updated on changes in the insurance industry that may impact clients.
• Develop and outline a renewal strategy plan for cost-effective insurance programs.
• Act as a liaison between clients and insurance carriers to resolve complex service issues.
• Negotiate with underwriters and carriers as needed.
• Develop new business from existing accounts and assigned leads.
• Identify and follow up on cross-selling opportunities.
• Manage and conduct client meetings as necessary.
• Document conversations with clients and update HUB computer systems.

Benefits

• Health & Dental Insurance
• 401K
• Life Insurance
• Birthday Date
• Summer Fridays
• Wellness Fridays
• Development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees