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.

The Employee Benefits Account Executive (AE) will provide professional, courteous account management and consultative services to assigned clients. The AE’s primary responsibility is for account strategy, client relationship, and client retention. Working alongside Sales Executives and Account Managers (when available), the AE is principally responsible for overseeing the management of assigned accounts, including interfacing with decision makers, proactive consultation, benefit program design, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.

• 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
• Participate in special projects as available and assigned
• Assist clients with claim resolution, appropriate coverage changes and inform and educate about coverage, exclusions, and exposures
• Respond to all client inquiries, communications from insured and/or carriers and vendors, conflict resolution, and compliance on client deliverables
• Serve as the HUB’s primary consultant to the client when no Producer/Sales Executive is assigned, focusing on account retention and acting as the de facto technical expert and broker‑consultant
• Ensure Producer/Sales Executives are fully informed about and prepared for all client meetings and interfaces 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 stewardship reports, risk control services, carrier meetings, claims reviews, coverage outlines, and multi‑year strategies in areas such as Compliance, Data Analytics, Underwriting, Employee Communications, Health and Performance, Technology, and Voluntary Benefits
• Follow an annual service calendar that includes 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, and hold accountability for the competence, timeliness, and quality of all deliverables, including onboarding new accounts, quoting new and renewal business, preparing proposal comparison spreadsheets (RFP) for presentation, and reviewing monthly renewals in advance
• Conduct annual reviews with clients, making coverage and loss control recommendations focused on reducing total cost of risk
• Attend prospecting meetings with Producer/Sales Executive and assist in facilitating prospect materials and onboarding once the prospect has signed the Agent/Broker of record document
• 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 decision makers for assigned HUB clients
• Establish and maintain strong and productive professional relationships with carrier marketing, underwriting, and risk control staff, with detailed familiarity of each carrier’s products and services
• Possess detailed knowledge of the client’s business and industry, articulating applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions, and understand client’s business climate and challenges
• Identify opportunities for cross‑sell and up‑sell of other HUB products and services, documenting other insurance products and services the clients are purchasing through other providers
• Ensure…