Commercial Lines Account Executive

HUB International•Greenville, SC

3d•Hybrid

About The Position

The Commercial Lines Account Executive (AE) will provide professional, courteous account management and brokerage services to assigned clients and will have the primary responsibility for account strategy, relationship, and retention. In providing the highest level of support to producers, clients, carrier representatives, business partners, and HUB colleagues, the AE will positively impact customer satisfaction and client retention. In addition, account management expertise will support the organic growth goals of the organization by maintaining and expanding business, which includes account rounding, cross-selling and the development of new business.

Requirements

College degree preferred
5 - 7 years of applicable insurance/agency experience
Experience with influencing C-level executives
Exceptional written and verbal communication skills
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
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
Mastery of virtual technology, including meeting scheduling, video display and screen sharing
Relevant Insurance licenses per state/regional statutes

Nice To Haves

Advanced professional designation highly desirable (e.g. AIC, AAI, ARM, CIC, CPCU)

Responsibilities

Leads all aspects of local and/or regional large account client service, marketing, and renewal of the assigned book of business
Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans and HUB services to determine suitability for additional opportunities; assess client risk to ensure no coverage gaps exist
Lead resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve except when an established claim servicing protocol exists
Manages, organizes, and conducts client meetings in coordination with producer on producer assigned accounts and independently on accounts where no producer is assigned
Assists in the development and execution of client service agreements
Key driver for executing critical path work for clients: Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate
Responsible for initiating and supporting the development of new business revenue
Negotiate terms, conditions, and pricing directly with insurance carriers except when centralized placement is the norm
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
Develop strong and productive professional relationships with cognizant 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 oversee and coordinate 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, contract review and marketing of emergent and renewal coverage requests
Supports, mentors, and develops more junior account service team members
May travel for client meetings between 25 - 50% of the time.