Private Client Account Executive

HUB InternationalDenver, CO
1d$90,000 - $105,000Hybrid

About The Position

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. As a HUB Account Executive, you will provide critical support to our clients through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions.

Requirements

  • Experience working with high net worth insurance carriers, including Chubb, is required.
  • Must be experienced working with large Personal Lines accounts and affluent clients.
  • 5-7 years of experience and demonstrated proficiency in an insurance Account Management role.
  • Excellent oral and written English communications skills.
  • Superior customer service and problem solving skills.
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
  • Ability to work in a team environment.
  • High School diploma or equivalent; AA and/or college degree preferred.
  • Current with all necessary CE credits in required lines and states.
  • Holds current Property & Casualty Insurance License

Nice To Haves

  • National brokerage experience preferred.

Responsibilities

  • Manages a book of insurance business, including large personal lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making.
  • Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.
  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
  • Responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
  • Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible.
  • Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
  • Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers.
  • Troubleshoots claims and billing issues.
  • Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.
  • Identifies and follows-up on cross-selling opportunities when appropriate.
  • Travels on company business as required.
  • Prepares reports for management as required.
  • Attends industry related continuing education training and courses.

Benefits

  • health/dental/vision/life/disability insurance
  • FSA
  • HSA and 401(k) accounts
  • paid-time-off benefits such as vacation, sick, and personal days
  • eligible bonuses, equity and commissions for some positions.
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