General Description (SUMMARY, Scope, Purpose):

The Account Executive (AE) will provide professional account management and brokerage services to assigned clients focusing on Client Service and Client Experience (CEx) delivery across all HUB Financial Services (HFS) channels. The AE works with Producers (Client Executives/Sales) managing and maintaining client relationships and managing assigned account retention. The AE is principally responsible for proactive consultation with appropriate decision makers, insurance and tracking program design, conducting and delivering regular program reviews, coordination of risk and control resources, oversight of financial performance, and negotiation of coverage and contractual terms and conditions.

The AE will interface with Account Managers (AMs) directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of clients. In general, issues related to relationship management, coverage applicability, exposure evaluation, contractual requirements, and program design and execution fall within the domain of the AE. AMs manage policy processing, client data on management systems, and other routine administrative tasks.

ESSENTIAL DUTIES AND RESPONSIBILITIES:Working alongside with Producers, the AE has the primary responsibility to serve as HFS’ de facto technical expert and broker- consultant to the client, retaining the account.In instances where no Producer is assigned to accounts, the AE will be responsible for managing the client relationship.When a Producer is part of the client relationship, ensure they are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship. Establish and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HFS clients.Possess detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.Maintain a working knowledge of the applicable and relevant regulatory and market environments.Possess a strong understanding of each carrier’s products and services in support of assigned clients.Directly oversee and coordinate the delivery of all HFS services to assigned clients throughout the policy and program cycles, including maintaining knowledge and an understanding of all ongoing client projects, initiatives, and issues, ensuring financial performance/viability, consulting on proposed or required policy changes, and leading master service agreement conversations.Work cooperatively and professionally with AM and Account Liaison colleagues to deliver HFS services as described above, using the interface as an opportunity to teach, train, and mentor AM and Liaison team members. Provide input and feedback to appropriate internal business partners as any performance concerns are identified.Ensure that all Client Service needs are promptly and professionally delivered, either directly by the AE or via HFS colleagues (e.g., AMs, Liaisons, Operations, Client Communications, etc.).  The AE is accountable for the competence, timeliness, and quality of all deliverables to the client.Schedule and conduct regular review meetings with clients to communicate program trends and implications, financials, and discuss ongoing projects and initiatives. When applicable, articulate coverage and loss control recommendations focused on reducing the client’s total cost of risk.Manage and lead HFS’ annual Critical Path assessment for applicable clients.Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for client needs, initiating same.  At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are.Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients.  Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to appropriate internal business partners.Possess and maintain a working knowledge of various HUB resources.Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations as related to assigned clients.Possess a strong ability to effectively communicate, verbally and in writing, which will include the ability to design and deliver effective group presentations using various media.  This may range from conducting internal training to a sales or renewal presentation at a client’s office.Other duties may be assigned as needs arise.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

BA or BS degree preferred3 years of client-facing service delivery, with front-line and mid-level client contacts preferredExceptional written and verbal communication skillsProficiency with Microsoft Office Suite and PowerPoint programsDynamic, detail-oriented, self-starterStrong leadership, mentoring, and team-building skillsSignificant skill in handling competing demands and projectsExcellent organizational skills and ability to prioritize and delegate responsibilityWillingness to travelPrior P&C Insurance, Mortgage, or Force Placed Insurance related experience preferred

Licensing or certification Requirements:None required

Location:

This position reports to our Irving, Texas office, but is eligible for remote work in another state. 

Salary:

$80,000/year +

PHYSICAL DEMANDS

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily.  The requirements listed are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law.  If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 50%

Required Education: High school or equivalent

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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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