Employee Benefits Account Executive- Key Accounts

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

• Paid Parental Leave

• 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 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.

ESSENTIAL DUTIES AND 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 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.

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.

• Some supervisory, project leader or team leader experience preferred.

• Must have or be willing to obtain a Life, Accident, & Health (2-15) Insurance License within 90 days of employment.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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