Account Executive

General Description (Summary, Scope, Purpose)

The Account Executive will provide professional account management and brokerage services to assigned service clients focusing on Client Initiatives and Client Experience delivery across all HUB Financial Services (HFS) channels. They work with Producers (Client Executives/Sales), Product Support Techs., and internal Operations Leaders managing and maintaining client relationships, along with driving program initiatives. This role is responsible for proactive consultation with appropriate decision makers at assigned clients, insurance and tracking program design, conducting regular program reviews, coordination of risk and control resources, oversight of financial performance, and negotiation of coverage and contractual terms and conditions.

The Account Executive will interface with Account Managers (AMs) directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of client needs. In general, issues related to program management, relationship management, coverage applicability, exposure evaluation, contractual requirements, and program design and execution fall within the domain of the Program Executive.

HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you’re dealing with real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking, blanket, and impairment programs are designed to address lending risk comprehensively.

Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

• Work alongside account Producers, AMs, and internal leaders to serve as HFS’ executive level contact and broker-consultant for their respective client(s), retaining the account.
• When a Producer is part of the client relationship, ensure they are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship.
• Establish and maintain strong and productive professional relationships with “C-Level” and other senior decision makers for assigned HFS client(s).
• Possess 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.
• Partner with HFS internal operations and their leaders to ensure that quality and service expectations are being met/delivered. This may include but is not limited to, performing process audits, assisting with various training efforts, and providing necessary feedback to appropriate parties.
• Maintain a working knowledge of the applicable and relevant regulatory and market environments.
• Possess a strong understanding of each carrier’s products and services in support of assigned client(s).
• Directly oversee and coordinate the delivery of all HFS services to assigned client(s) throughout the program life cycles, including maintaining knowledge and an understanding of all ongoing client…