Full-Time

Account Executive

Commercial Lines

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Compensation Overview

$90k - $105kAnnually

+ Bonus + Equity + Commission

Senior

San Ramon, CA, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Data Analysis
Requirements
  • High School Diploma / GED
  • 7+ years insurance industry experience (brokerage preferred) or equivalent combination of education & experience
  • Property & Causality License
  • Ability to effectively and professionally communicate orally and in writing with internal and external customers.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
  • Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Desire to learn and grow within the insurance industry.
  • Confidence and demeanor to effectively interact with all levels within the organization.
  • Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
  • Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
  • Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
  • Ability to effectively work with a team and coach others in developing their skills and abilities.
  • Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
Responsibilities
  • Serves as the HUB’s primary consultant to the client on assigned accounts. 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.
  • Ensures Producers, when assigned, 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.
  • Establishes and maintain strong and productive professional relationships with 'C-Level' and other decision makers for assigned HUB clients.
  • Obtains a detailed knowledge of the client’s business and industry, articulates applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.
  • Establishes and maintains strong and productive professional relationships with 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 oversees and coordinates 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.
  • Alongside the Producer, if assigned, or 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.
  • Ensures that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AMs, Small Business Unit, Risk Control).
  • Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are.
  • Works cooperatively and professionally with Account Team colleagues to deliver HUB services, using the interface as an opportunity to teach, train, and mentor Account Team members.
  • Utilizes various HUB and industry resources and tools that are available to best serve clients.
  • Complies with HUB procedures and state/federal insurance regulations.
  • Interfaces with HUB and carrier’s claims teams to monitor and manage significant claims to resolution.
  • Leads special projects for Producer and Account Team related to carrier program negotiation and development, including but not limited to gathering statistical data and industry specific coverage forms and analysis.

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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