HUB International
Account Executive, Commercial Lines
HUB International, San Francisco, California, United States, 94199
Job DescriptionABOUT 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.The Account Executive leads the overall service, recommendations, and implementation of a book of insurance business comprised primarily of large technology and alternative energy companies. The job requires a high degree of independent discretion, autonomy, and decision-making based on industry knowledge and experience to provide professional guidance, expertise, and service to clients, professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues.Responsibilities
Candidate is responsible for supporting producer with business development and sales to new and existing clients.To perform this job successfully, the candidate must be able to perform each essential duty satisfactorily.These include non-routine coverage issues and questions, denial of claims, renewal strategies for key accounts, and interpretation of non-routine provisions of insurance contracts.Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.When counseling clients on appropriate coverage, will assess risks based on clients’ situation and determine proper coverage to insure and mitigate those risks.Builds strong relationships with internal customers (producers, marketing, customer service, and claims) as well as our external trading partners.Negotiates terms, conditions, and pricing directly with insurance carriers, in conjunction with Producer and other Hub resources.In situations where special carrier programs are available, determines if those programs are appropriate for particular clients.Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve.Leads client meetings (including renewal meetings), independent from producer or manager as needed.Supports, mentors, and trains Account Managers and Account Representatives, as necessary.May oversee functions performed by Account Managers and Account Representatives including approval of renewal strategies and resolution of client and carrier issues.Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients.Makes appropriate recommendations to clients in response to those changes independent of manager approval.Leads all aspects of client service, marketing, and renewal of book of business.Responsible for overall retention of accounts in assigned book of business.Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate.Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.Ensures the accuracy of data in those systems.Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients.Travels on company business as required.Prepares reports for management as required.Attends industry related continuing education training and courses.Performs other duties and projects as assigned.Qualifications
Currently licensed in good standing in required lines and states.Current with all necessary CE credits in required lines and states.Required Experience: 7-10 years of relevant experience.Required Education: High school or equivalent.Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.Proficiency in running / leading virtual meetings/calls using various technologies such as Zoom, Skype, etc.Ability to work a regular, full-time work remotely or at HUB’s facility(s) and ability to travel on business when required once Covid-19 travel restrictions lift.Ability to lead and influence in a team environment.Are seeking a progressive work environment at a rapidly growing organization.Have a desire to help others protect their future.Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.Are focused on learning and development to enhance your industry knowledge and expertise.Are a self-starter willing to invest time and energy to learn the technical aspects of our business.Believe in integrity and building success by developing relationships with others.What You Bring To The Table7 years of experience and demonstrated proficiency in an insurance Account Management role in required lines is preferred. Brokerage experience is preferred.Excellent oral and written English communications skills.Leadership experience and independent responsibility for client retention preferred.If this describes you, then keep reading.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.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.
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Candidate is responsible for supporting producer with business development and sales to new and existing clients.To perform this job successfully, the candidate must be able to perform each essential duty satisfactorily.These include non-routine coverage issues and questions, denial of claims, renewal strategies for key accounts, and interpretation of non-routine provisions of insurance contracts.Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.When counseling clients on appropriate coverage, will assess risks based on clients’ situation and determine proper coverage to insure and mitigate those risks.Builds strong relationships with internal customers (producers, marketing, customer service, and claims) as well as our external trading partners.Negotiates terms, conditions, and pricing directly with insurance carriers, in conjunction with Producer and other Hub resources.In situations where special carrier programs are available, determines if those programs are appropriate for particular clients.Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve.Leads client meetings (including renewal meetings), independent from producer or manager as needed.Supports, mentors, and trains Account Managers and Account Representatives, as necessary.May oversee functions performed by Account Managers and Account Representatives including approval of renewal strategies and resolution of client and carrier issues.Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients.Makes appropriate recommendations to clients in response to those changes independent of manager approval.Leads all aspects of client service, marketing, and renewal of book of business.Responsible for overall retention of accounts in assigned book of business.Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate.Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.Ensures the accuracy of data in those systems.Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients.Travels on company business as required.Prepares reports for management as required.Attends industry related continuing education training and courses.Performs other duties and projects as assigned.Qualifications
Currently licensed in good standing in required lines and states.Current with all necessary CE credits in required lines and states.Required Experience: 7-10 years of relevant experience.Required Education: High school or equivalent.Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.Proficiency in running / leading virtual meetings/calls using various technologies such as Zoom, Skype, etc.Ability to work a regular, full-time work remotely or at HUB’s facility(s) and ability to travel on business when required once Covid-19 travel restrictions lift.Ability to lead and influence in a team environment.Are seeking a progressive work environment at a rapidly growing organization.Have a desire to help others protect their future.Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.Are focused on learning and development to enhance your industry knowledge and expertise.Are a self-starter willing to invest time and energy to learn the technical aspects of our business.Believe in integrity and building success by developing relationships with others.What You Bring To The Table7 years of experience and demonstrated proficiency in an insurance Account Management role in required lines is preferred. Brokerage experience is preferred.Excellent oral and written English communications skills.Leadership experience and independent responsibility for client retention preferred.If this describes you, then keep reading.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.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.
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