Strategic Account Executive

5 days ago

Bluffton, South 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 significantly, 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 opportunity to be part of a motivated, winning team with the chance to learn from colleagues who are among 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:

Manages a book of business of key and high revenue-producing accounts

Provides professional insurance guidance, expertise, and service to clients

Develops and maintains professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues

Performs accurate and thorough reviews of client coverage, exposure, and price, and communicates recommendations to customers in a timely manner

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

Utilizes 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

Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans to determine suitability

Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve

Supports, mentors, and trains Account Managers and Account Representatives, as necessary

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

Leads all aspects of client service, marketing, and renewal of book of business

Uses 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 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

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