Employee Benefits Account Executive- Key Accounts

HUB International•Tampa, FL

6d•Onsite

About The Position

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. The Account Executive manages assigned book of business which is comprised of key and high revenue-producing accounts. The Account Executive leads the overall service, recommendations and implementation of a book of insurance business and is responsible for business development and sales with new and existing clients.

Requirements

At least 5 years of experience and demonstrated proficiency in an insurance Account Management role in required lines.
Brokerage experience is preferred.
Excellent oral and written English communications skills.
Superior customer service and problem-solving skills.
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
Ability to work in a team environment.
Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.
Must have or be willing to obtain a Life, Accident, & Health (2-15) Insurance License within 90 days of employment.

Nice To Haves

Some supervisory, project leader or team leader experience preferred.

Responsibilities

Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible.
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 for assigned accounts.
Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
Make appropriate recommendations to clients in response to those changes independent of manager approval.
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve.
May also negotiate with underwriters and carriers.
Troubleshoots claims and billing issues.
Responsible for overall retention of accounts in assigned book of business.
Develop 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 documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
Ensures the accuracy of that data in those systems.
Travels on company business as required.
Prepare reports for management as required.
Oversees functions performed by lower-level Account Managers and Assistant Account Managers as required.
Supports, mentors, and trains lower-level Account Managers and Assistant Account Managers, as necessary.
Attends industry related continuing education training and courses.
Performs other duties and projects as assigned.

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
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance
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