Kronenwetter, WI, United States of America
1 day ago
Private Client Account Executive

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why Choose HUB?

Throughout our network of more than 450 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 provide 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 evolves 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.
 

We are the perfect fit if you:

are seeking a progressive work environment at a rapidly growing organizationhave a desire to help others protect their futurehave an entrepreneurial spirit and are challenged by the opportunity to grow the businessare focused on learning and development to enhance your industry knowledge and expertiseare a self-starter willing to invest time and energy to learn the technical aspects of our businessbelieve in integrity and building success by developing relationships with others

Summary

The Account Executive (AE) will provide professional, courteous account management and brokerage services to assigned clients, having the primary responsibility for account retention.   Working alongside Producers (aka “Client Executives / Sales”) as assigned, the AE shall be principally responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, proactive consultation, insurance program design, carrier interface/marketing, coordination of risk control resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.

The AE will interface with Account Managers (AMs) directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of clients.  In general, issues related to coverage applicability, exposure evaluation, contractual requirements, and program design fall within the domain of the AE.  Issues related to policy processing, maintenance of client data on the EPIC agency management system, routine changes (e.g. adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the AM. 

Job Responsibilities

Quote and place new business.Quote and cross sell current clients accounts.Reach out to clients to build and maintain relationships.Assist client with claims process.Send out and/or meet with client to go over summary/recommendations every year.Start the endorsement process in Applied assigning the Activity to the Account Manager to complete or complete follow up.Quote coverage options for client.Be the client facing individual for each account in your book of business.

Qualifications

At least 2-5 years of experience servicing large accountsExperience with influencing C-level executivesExceptional written and verbal communication skillsProficiency with Microsoft Office Suite and PowerPoint programsHigh energy, detail-oriented self-starterStrong leadership, mentoring, and team-building skillsSignificant skill in handling competing demands and projectsExcellent organizational skills and ability to prioritize and delegate responsibilityWillingness to travel

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

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