HUB International
Personal Lines Strategic Account Executive
HUB International, Raleigh, North Carolina, United States, 27601
Overview
ABOUT HUB INTERNATIONAL:
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, 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
Focus on creating a meaningful environment through employee engagement events
The opportunity to learn from colleagues who are among 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 role 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 sourced 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, and 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
Utilizes industry experience and in-depth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation to apply independent and discretionary judgment on books of insurance business; handles 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
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 clients; makes appropriate recommendations in response to those changes
Leads all aspects of client service, marketing, and renewal of book of business
Responsible for overall retention of accounts in assigned book of business
Documents conversations with clients and carrier representatives and updates HUB systems; ensures data accuracy
Masters HUB and industry resources and tools 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 in an insurance sales or account management role; brokerage experience 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
Proficiency with computer systems, including 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.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team. HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
#J-18808-Ljbffr
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, 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
Focus on creating a meaningful environment through employee engagement events
The opportunity to learn from colleagues who are among 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 role 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 sourced 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, and 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
Utilizes industry experience and in-depth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation to apply independent and discretionary judgment on books of insurance business; handles 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
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 clients; makes appropriate recommendations in response to those changes
Leads all aspects of client service, marketing, and renewal of book of business
Responsible for overall retention of accounts in assigned book of business
Documents conversations with clients and carrier representatives and updates HUB systems; ensures data accuracy
Masters HUB and industry resources and tools 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 in an insurance sales or account management role; brokerage experience 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
Proficiency with computer systems, including 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.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team. HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
#J-18808-Ljbffr