Account Executive

Overview

HUB International is one of North America’s largest insurance brokerages, offering the strength and resources of a large firm with the local service and entrepreneurial culture of community‑based teams. We are dedicated to protecting and empowering our clients through personalized risk solutions and a shared commitment to the communities we serve.

• Direct and manage all service aspects of assigned accounts, ensuring accuracy and responsiveness to client needs
• Maintain all client records
• Maintain positive carrier relationships
• Interpret technically written material and forms and through a variety of differing procedures and resources
• Participation in special projects as available and assigned
• Assist clients with claim resolution, appropriate coverage changes inform and educate about coverage, exclusions, and exposures.
• Responsible for all client inquiries, communications from insured and/or carriers and vendors, conflict resolution, and compliance on client deliverables.
• Working alongside and cooperatively with Producer/Sales Executive, if assigned on accounts, serve as the HUB’s primary consultant to the client. The Producer/Sales Executive has the primary responsibility for client relationship management and initiating new sales. The AE has the primary responsibility for retaining the account, acting as the de‑facto technical expert and broker‑consultant. (In some instances, no Producer/Sales Executive will be assigned, and the AE also is primarily responsible for the client relationship management.)
• Ensure Producer/Sales Executives are fully informed about, and prepared for all client meetings and interfaces to be able to manage the client relationship competently and proactively
• Directly oversee and coordinate the delivery of HUB’s entire value proposition to assigned clients throughout the lifecycle, including but not limited to stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and a multi‑year strategy, Compliance, Data Analytics and Underwriting, Employee Communications, Health and Performance, Technology, and Voluntary Benefits
• Follow an annual service calendar that includes but is not limited to Compliance, Health and Performance Strategy, Pre‑Renewal Strategy, Renewal, and Post‑Renewal Debrief/Stewardship meetings
• Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g., AM, Financial Analyst, other subject matter expert, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client including but not limited onboarding new accounts, quoting new and renewal business, preparing proposal comparison spreadsheets (RFP) for presentation, and reviewing monthly renewals in advance.
• Conduct annual review with clients making coverage and loss control recommendations focused on reducing the clients’ total cost of risk.
• Attend prospecting meetings with Producer/Sales Executive and assist in facilitating preparation of prospect materials and onboarding once the prospect has signed the Agent/Broker of record document. Follow through on deliverables and action items as assigned.
• Assist Producer/Sales Executive in account rounding and cross selling new business initiatives.
• Establish and maintain strong and productive professional relationships with Executive Level and other cognizant decision makers for assigned HUB clients
• Establish and maintain strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned clients.
• Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions. Strives to understand client’s business and industry climate and particular challenges they face
• Key driver for executing critical path work for clients:
  Identify opportunities for cross‑sell and up‑sell of other HUB products and…