Personal Lines Strategic Account Executive

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 19,000 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 Personal Lines Strategic Account Executive leads the overall service, recommendations, and implementation of a small book of insurance business. The job requires a high degree of independent discretion, autonomy, and decision-making based on industry knowledge and experience to provide professional guidance, expertise, and service to clients, professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues. The Private Client AE is also responsible for working on New Client Acquisition via leads that are sourced either personally or through Hub Contacts.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Manages a book of business of key and high revenue-producing accounts

• Providing professional insurance guidance, expertise, and service to clients

• Developing and maintaining professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues

• Performing accurate and thorough reviews of client coverage, exposure and price, and communicating recommendations to customers in a timely manner - Developing new business from existing accounts and assigned leads as well as helping the department meet production goals

• Provides regional “concierge” level assistance on the servicing and management of the largest accounts throughout the Hub.

• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate.

• Utilizing industry experience and in-depth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation, applies independent and discretionary judgment to make decisions independent of manager approval on books of insurance business for which the incumbent is responsible. These include non-routine coverage issues and questions, denial of claims, renewal strategies for key accounts, and interpretation of non-routine provisions of insurance contracts.

• Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.

• Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve.

• Supports, mentors, and trains Account Managers and Account Representatives, as necessary.

• Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes.

• Leads all aspects of client service, marketing, and renewal of book of business. Uses judgment and creativity based on industry experience to produce favorable results and solutions to address clients’ insurance needs.

• Responsible for overall retention of accounts in assigned book of business.

• 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.

• Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients

• Travels on company business as required.

• Prepares reports for management as required.

• Attends industry related continuing education training and courses.

• Performs other duties and projects as assigned.

REQUIREMENTS:

• 3+ years of experience and demonstrated proficiency in an insurance Sales or Account Management role in required lines is preferred. Brokerage experience is preferred.

• High School diploma or equivalent; AA and/or college degree preferred.

• Excellent oral and written English communications skills.

• Leadership experience and independent responsibility for client retention preferred.

• Ability to lead in a remote team environment.

• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.

• Ability to travel on business when required.

• Currently licensed in good standing in required lines and states.

• Current with all necessary CE credits in required lines and states.

• Advanced professional designation highly desirable

Department Account Management & Service

Required Experience: 7-10 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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