Client Executive, Employee Benefits
HUB International, San Juan, Puerto Rico, United States, 00918
Employee Benefits Client Executive
Join us today as an Employee Benefits Client Executive! HUB PR's Client Executive manages a book of insurance business while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, insurance companies, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides high support to producers in obtaining, maintaining, and expanding their business. May also be responsible for account rounding and developing new business by standard practices, policies, and procedures. A sense of urgency, attention to detail, and customer service are essential to comply with our service standards. A day in the life Responsible for the assigned book of business and overall retention. 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/communication for assigned accounts. Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Staying abreast of changes in the insurance industry and other external conditions that may impact their clients. Responsible for understanding clients' business to determine and ensure insurance objectives are met, and recommendations are adequate to client's needs. Develop and outline a renewal strategy plan to achieve a cost-effective insurance program that suits the client's needs. Critically analyzes and compares insurance program terms and conditions to determine suitability and provide recommendations to clients. Acts as liaison between clients and insurance carriers to resolve escalated complex service issues requiring policy interpretation and experience-based judgment. May also negotiate with underwriters and carriers. Develops 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 document conversations with clients and carrier representatives and update all HUB computer systems to ensure data accuracy. What you will need for success Bachelor's or associate degree Five years of experience and proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred. Excellent oral and written English communications skills. Superior customer service, sense of urgency, 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. What will help you stand out? Life and Disability License We are proud to offer Health & Dental Insurance 401K Life Insurance Birthday Date Summer Fridays Wellness Fridays Development opportunities Job Details Hybrid modality Full Time EEO employer HUB International lives and promotes diversity. Diversity, equity, inclusion, and belonging are guiding principles. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Join us today as an Employee Benefits Client Executive! HUB PR's Client Executive manages a book of insurance business while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, insurance companies, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides high support to producers in obtaining, maintaining, and expanding their business. May also be responsible for account rounding and developing new business by standard practices, policies, and procedures. A sense of urgency, attention to detail, and customer service are essential to comply with our service standards. A day in the life Responsible for the assigned book of business and overall retention. 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/communication for assigned accounts. Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Staying abreast of changes in the insurance industry and other external conditions that may impact their clients. Responsible for understanding clients' business to determine and ensure insurance objectives are met, and recommendations are adequate to client's needs. Develop and outline a renewal strategy plan to achieve a cost-effective insurance program that suits the client's needs. Critically analyzes and compares insurance program terms and conditions to determine suitability and provide recommendations to clients. Acts as liaison between clients and insurance carriers to resolve escalated complex service issues requiring policy interpretation and experience-based judgment. May also negotiate with underwriters and carriers. Develops 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 document conversations with clients and carrier representatives and update all HUB computer systems to ensure data accuracy. What you will need for success Bachelor's or associate degree Five years of experience and proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred. Excellent oral and written English communications skills. Superior customer service, sense of urgency, 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. What will help you stand out? Life and Disability License We are proud to offer Health & Dental Insurance 401K Life Insurance Birthday Date Summer Fridays Wellness Fridays Development opportunities Job Details Hybrid modality Full Time EEO employer HUB International lives and promotes diversity. Diversity, equity, inclusion, and belonging are guiding principles. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.