Commercial Lines Account Executive

HUB International•Charlotte, NC

About The Position

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that’s important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: 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
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 excep 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.

Benefits

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives