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HUB International · 3 months ago

Account Executive, Personal Lines

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $90K/yr

5+ years exp

HUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions for businesses and individuals. The Personal Lines Account Executive will manage an assigned book of business, develop client relationships, and oversee the delivery of HUB services to grow and retain clients.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary consultant to the client

The Producer has primary responsibility for client relationship management and initiating new sales

The AE has primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances, no Producer will be assigned and the AE also is primarily responsible for client relationship management.)

Ensure Producers, when assigned, 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 decision makers for assigned HUB clients

Obtains a detailed knowledge of the client’s business and industry, articulates applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions

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

Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests

Work cooperatively and professionally with AM colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor AM team members

Provide input and feedback to the Head of P&C as to the performance of AM staff on assigned accounts. (When applicable)

Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AMs, Small Business Unit, Risk Control, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client

Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the clients total cost of risk

Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs, initiating same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are

Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting

Designs and delivers effective group presentations using various media, including but not limited to: conducting internal training to a sales or renewal presentation at a client’s office

Performs other duties and projects as assigned

Qualification

Insurance experienceClient relationship managementCommunication skillsMicrosoft Office SuiteProblem solvingCustomer serviceTeamworkCritical thinkingPresentation skills

Required

High School Diploma / GED; College degree strongly preferred

Minimum of 5-7 years of related insurance experience (brokerage experience preferred) or equivalent combination of education & experience

Currently licensed in good standing in required lines and states

Ability to effectively and professionally communicate orally and in writing with internal and external customers

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems

Desire to learn and grow within the insurance industry

Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately

Confidence and demeanor to effectively interact with all levels within the organization

Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs

Ability to effectively work with a team and coach others in developing their skills and abilities

Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly

Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions

Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy

Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages