Account Executive
2 months ago
HUB International Limited (“HUB”) is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 750 offices throughout North America and Canada, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
**General Description**: Responsible for the retention of assigned client accounts. Responsible for independently and proactively managing client accounts. Activities include, but not limited to renewal marketing, handling client questions and requests, and coverage review. Responsibilities may include aiding Sales Executives and Account Executives, if applicable. Required to perform essential functions and meet service standards and Best Practices developed by Hub.
**Functions & Responsibilities**:
Handle all aspects of Commercial Lines Property & Casualty Insurance. Occasional outside service visits, to the client, may be required.
Responsible for day to day servicing and retention of Client Accounts.
Provide technical expertise (knowledge of insurance coverages and products, staying abreast on industry updates and changes) to Sales Executive/Account Executive(s); specifically, in analyzing client needs, coverage forms and quotations during the sales process on new and renewal business.
Contribute information and ideas during strategy meetings. Prepare Stewardship reports. Maintain renewal expirations, avoid any lapse in coverage.
Adhere to Commercial Lines Best Practices -- including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items.
Prepare proposals and summaries of insurance, as needed.
Respond to underwriters’ questions in a timely and professional manner.
Maintain a high degree of accuracy in agency management and document management systems.
Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
Identify exposure to loss and recommend appropriate coverage's in coordination with Sales Executive/Account Executive(s).
Prepare documents for and participate in weekly Critical Path meetings.
**Experience and Skills Required**:
A minimum of 7-10 years commercial lines experience
Four-year college Degree
Valid P&C License
Experience with servicing middle market and large account
Excellent written and verbal communication skills
Excellent organizational skills and strong attention to detail
Ability to establish and maintain relationships with clients and carriers
Ability to manage multiple responsibilities in a deadline driven environment
Strong presentation skills
Ability to work independently and collaboratively with a team
Ability to travel as needed
Proficiency with Microsoft Office Suite and working knowledge of EPIC (ideal)
Department Account Management & Service
**Required Experience**: 7-10 years of relevant experience
**Required Travel**: Negligible
**Required Education**: Bachelor's degree (4-year degree)
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