Account Executive

Responsibilities

• Ensure Producers, when assigned, are fully informed about, and prepared for all client meetings and interfaces to be able to manage the client relationship competently and proactively.
• Establish and maintain strong and productive professional relationships with "C-Level" and other cognizant decision makers for assigned HUB clients.
• Possess a detailed knowledge of the client's business and industry, being able to articulate applicable regulatory considerations, insurance coverages, and appropriate/available risk management/benefit solutions.
• Establish and maintain strong and productive professional relationships with cognizant vendor partners and insurance carrier marketing, underwriting, and service teams, including a detailed familiarity with each carrier's products and services in support of assigned clients.
• Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. Account Representative, Financial Analysts, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client.
• Conduct annual review w/clients making strategic recommendations focused on delivering a comprehensive benefits strategy.
• Manage renewal checklist process.
• 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 accounting.
• Possess a mastery of the various HUB resources and tools that are available. Employ HUB resources and tools to best serve assigned clients an

Benefits

Additional Information

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Job Description The Account Executive (AE) will provide professional, courteous account management and brokering services to assigned clients, having the primary responsibility for account retention. Working alongside cognizant Producers (aka "Client Executives / Sales") as assigned, the AE shall be principally responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, proactive consultation, benefits strategy design, carrier interface/marketing, coordination of resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions. The AE will interface with Account Representatives directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of clients. In general, issues related to coverage applicability, exposure evaluation, contractual requirements, and program design fall within the domain of the AE. Issues related to policy processing, maintenance of client data on the Benefit Point agency management system, routine changes (e.g. resolving routine claims issues), and other transactional or clerical work generally fall within the domain of the Account Representative.

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