Client Executive - Real Estate

HUB International•Wilmington, MA

1d•Onsite

About The Position

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

Requirements

Willingness and ability to travel to client visits, conferences as required and carrier meetings.
Ten years related experience in commercial insurance.
Thorough knowledge of commercial lines coverages and markets.
Producer’s license.
Experience with Excel, Word and PowerPoint.
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Responsibilities

Assume ultimate responsibility for retaining existing Commercial Insurance accounts with a small production goal set by CSO.
Responsible for servicing assigned and produced commercial insurance accounts.
Account rounding and development of new business as appropriate and in accordance with the practices, policies and procedures of the Company.
Review and analyze commercial accounts for coverage, limits, etc, and make appropriate recommendations to clients.
Work with management in RFP/RFQ and new business initiatives.
Develop and maintain relationships with clients to ensure that all service needs are met.
Coordination service, as appropriate, with Account Management assigned representative.
Coordinate with risk services, as needed.
Develop new business from existing accounts through account rounding for additional coverages if not purchased and refer business to EB & PL, if possible.
Handle the insurance procurement of assigned leads and contribute to meeting assigned production goals.
Coordinate ongoing service for existing accounts and assist Account Managers, as needed.
New business goal: $35,000 or number agreed and assigned by CSO.
Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
Review and present client proposals based on client’s needs, rates and coverages.
Assist in collecting premium from clients and arranging satisfactory financing, by cancelled coverage and review overdue balance reports and coordinate with the AM and Finance Department to keep clients’ payment status current.
Interface with company support staff and Marketing Department by meeting to review accounts helping to determine markets to be considered, set appointment dates, and renewal agreements timely and otherwise assist in the handling of efficient processing of business.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Qualify and handle leads generated by the Company.
Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
Participate in sales meetings and maintain production reports/CRM as required, significant coverage concerns, problems of all services and collections.
Identify, develop and qualify new prospects to meet new business goals.
Other responsibilities as assigned by the Manager.