Account Executive - Transportation Insurance

HUB International; Boise (ID); On-site; USD 75,000 - 110,000; Full time

Job summary

HUB International in Boise, ID is seeking an Account Executive to provide professional account management and brokerage services for assigned clients, with a primary focus on account retention. You will collaborate with Producers as a broker-consultant and oversee service delivery across HUB resources.

You will develop knowledge of clients’ business exposures, coordinate marketing, risk control, claims support, and renewal activity, while building strong relationships with carriers and clients

Qualifications

• BA/BS degree preferred.
• 7+ years servicing large accounts.
• Experience influencing C-level executives.
• Excellent written and verbal communication.
• Proficiency with MS Office and PowerPoint.
• High energy, detail-oriented self-starter.
• Strong leadership and mentoring abilities.
• Able to manage conflicting demands.
• Excellent organizational and delegation skills.
• Willingness to travel.

Responsibilities

• Retain accounts and act as broker-consultant.
• Prepare for client meetings with the Producer.
• Lead renewal efforts and marketing information collection.
• Explain exposures and risk management to clients.
• Coordinate service with AMs, CSR, and risk control.
• Oversee delivery of HUB services through policy cycles.
• Identify cross-sell opportunities and document competing providers.
• Build relationships with carrier marketing and underwriting.
• Ensure timely, quality deliverables to clients.

Skills

Client servicing

Executive influence

Communication skills

MS Office

PowerPoint

Leadership

Mentoring

Time management

Travel willingness

Education

BA/BS degree preferred

High school diploma acceptable

Tools

MS Office

PowerPoint

Job description

About HUB International

HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Why Choose HUB?

Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others

THE OPPORTUNITY

The Account Executive (AE) will provide professional, courteous account management and brokerage 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, proactive consultation, including insurance program design, carrier interface/marketing, coordination of risk control resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage 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 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 agency management system, routine changes (e.g. adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the AMs.

JOB RESPONSIBILITIES

• Working alongside and cooperatively with Producers. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant.
• Ensure Producers 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.
• Act as lead client advocate initiating the renewal process from the pre-renewal meeting with Producer, assist Producer in gathering necessary marketing information from client and marketplace, marketing of account, marketing follow up & preparation of proposal for the Producer.
• Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverage’s, and appropriate/available risk management/control solutions.
• Work with the client as lead claims liaison as needed on day to day issues that may arise and be able to prepare and coordinate claims review with client, producer and market.
• Work with AM & Producer on accounts receivable issues as needed.
• Work with AM to prepare policies for delivery and address any concerns or issues found with markets prior to policies being delivered to client.
• Establish and maintain strong and productive professional relationships with cognizant insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned clients.
• Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests.
• Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AM, CSR, Risk Control, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client.
• Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients 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.
• Possess a mastery of the various HUB TIS resources and tools that are available via “HUB Today,” and other, employing same to best serve assigned clients and work with cognizant Producers.
• Be knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations.
• This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.

QUALIFICATIONS

• BA or BS degree preferred
• At least 7 years of experience servicing large accounts
• Experience with influencing C-level executives
• Exceptional written and verbal communication skills
• Proficiency with Microsoft Office Suite and PowerPoint programs
• High energy, detail-oriented self-starter
• Strong leadership, mentoring, and team-building skills
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility
• Willingness to travel

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity 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.

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