Team Leader for Hospitality Insurance Services

2 weeks ago


Winter Park, Florida, United States 5HQ Hub International Florida, a Division of Hub International Midwest Limited Full time

Job Title: Hospitality Team Leader/Account Executive

Company: 5HQ Hub International Florida, a Division of Hub International Midwest Limited

Position Overview

The Hospitality Team Leader/Account Executive is responsible for overseeing a diverse portfolio of insurance accounts with significant autonomy and decision-making authority. This role emphasizes delivering exceptional and courteous service to clients, carrier representatives, underwriters, and business partners, while striving to maintain account retention rates that meet or exceed established benchmarks. The position involves collaborating with Producers to expand and sustain business, ultimately serving as the primary relationship manager, enhancing account value, and pursuing new business opportunities in accordance with industry standards.

Key Responsibilities

  • Lead departmental services in alignment with Hub Broker Standards
  • Set service expectations and benchmarks for the hospitality team
  • Efficiently manage workloads among team members
  • Encourage cross-selling and account enhancement initiatives
  • Provide technical guidance to team personnel
  • Coordinate with Claims and Risk Services teams as needed
  • Make independent judgments on insurance-related matters
  • Assume responsibility for all aspects of account service
  • Collaborate closely with Producers on client service and renewals
  • Ensure precise documentation and internal processing for accounts
  • Evaluate insurance plans and offer tailored recommendations to clients
  • Address complex service challenges between clients and carriers
  • Focus on overall account retention and the development of new business
  • Facilitate client meetings as required
  • Accurately document client interactions
  • Travel as necessary for business purposes
  • Mentor and develop junior team members
  • Participate in industry-related training sessions
  • Complete other assigned tasks and projects

Qualifications

  • At least 7 years of experience in an insurance Account Management role
  • Experience managing large, complex accounts is preferred
  • Strong verbal and written communication skills
  • Exceptional customer service and problem-solving capabilities
  • Proficient in computer applications, including Microsoft Office
  • Able to work collaboratively within a team environment
  • Willingness to travel for business requirements

Education and Certifications

  • High School Diploma is required
  • FL 2-20 P&C License
  • Professional designations such as CIC, AAI, ARM are advantageous
  • Current with all necessary continuing education credits

The Hospitality Team Leader/Account Executive role demands a proactive and self-sufficient professional with a meticulous attention to detail and outstanding customer service skills. 5HQ Hub International Florida is dedicated to fostering an inclusive workplace that values diversity and provides equal employment opportunities.



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