Strategic Account Executive

3 weeks ago

Raleigh, North Carolina, United States HUB International Full time
About HUB International

HUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, driven by its industry-leading success in Mergers and Acquisitions.

What We Offer

At HUB, we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement, empowering our people to make the best decisions for our customers and organization. We offer:

  • Competitive salaries and benefits packages
  • Medical, dental, and vision insurance, as well as voluntary insurance options
  • Health Savings Account funding
  • 401(k) matching program
  • Company-paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO package, including vacation, holiday, sick, and personal time off
  • Great work-life balance, because that's important for all of us
  • Focus on creating a meaningful environment through employee engagement events
  • The ability to be part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry
  • Growth potential - HUB is constantly growing, and so can your career
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives
Job Summary

The Personal Lines Strategic Account Executive leads the overall service, recommendations, and implementation of a small book of insurance business. This role 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.

Essential Duties and Responsibilities

The Personal Lines Strategic Account Executive is responsible for:

  • Managing a book of business of key and high revenue-producing accounts
  • Providing professional insurance guidance, expertise, and service to clients
  • Developing and maintaining professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues
  • Performing accurate and thorough reviews of client coverage, exposure, and price, and communicating recommendations to customers in a timely manner
  • Developing new business from existing accounts and assigned leads, as well as contributing to meeting departmental production goals
  • Providing regional 'concierge' level assistance on the servicing and management of the largest accounts throughout the Hub
  • Utilizing industry experience and in-depth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation to make decisions independent of manager approval on books of insurance business for which the incumbent is responsible
  • Acquiring understanding of clients' business and insurance objectives and critically analyzing and comparing insurance plans to determine suitability
  • Leading resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve
  • Supporting, mentoring, and training Account Managers and Account Representatives, as necessary
  • Seeking continued knowledge and staying abreast of changes in the insurance industry and other external conditions that may impact clients, making appropriate recommendations to clients in response to those changes
  • Leading all aspects of client service, marketing, and renewal of book of business, using judgment and creativity based on industry experience to produce favorable results and solutions to address clients' insurance needs
  • Responsible for overall retention of accounts in assigned book of business
  • Appropriately documenting conversations with clients and carrier representatives and updating all HUB computer systems and automated agency management systems when necessary
  • Ensuring the accuracy of data in those systems
  • Possessing mastery of the various HUB and industry resources and tools that are available and utilizing same to best serve clients
  • Travelling on company business as required
  • Preparing reports for management as required
  • Attending industry-related continuing education training and courses
  • Performing other duties and projects as assigned
Requirements

The ideal candidate will have:

  • 7 years of experience and demonstrated proficiency in an insurance Account Management role in required lines, preferably with brokerage experience
  • High School diploma or equivalent; AA and/or college degree preferred
  • Excellent oral and written English communications skills
  • Leadership experience and independent responsibility for client retention, preferably in a remote team environment
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
  • Ability to travel on business when required
  • Currently licensed in good standing in required lines and states
  • Current with all necessary CE credits in required lines and states
  • Advanced professional designation highly desirable

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