Account Executive - Commercial Insurance

Account Executive The   Account Executive (AE )   will provide   professional,   courteous   account management and brok erage   servic es   to   assigned   client s, having the primary responsibility for account retention .      Working alongside   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 , insurance program design, carrier interface/marketing, coordination of risk contro l 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   EPIC   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   AM .     JOB   RESPONSIBILITIES     Working alongside and cooperatively with   Producers , if assigned on accounts,   serve   as the HUB’s primary consultant to the client .    The   Producer   has   primary   responsibility for client relationship management a nd   initiating   new sales .    The AE   has primary responsibility for   retaining   the account, acting as the de facto technical expert   and broker-consultant .    (In some   instances,   no   Producer   will be   assigned,   and the   AE   also is primarily responsible for client relationship management.)   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 wit h “C-Level” and other   decision makers for assigned HUB clients .    Possess a 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.   Establish and   maintain   strong and productive professional relat i onships 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 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.   Work cooperatively and   professionally with   AM   colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor   AM   team members .    Provide input and feedback to the   Head of P&C   as to the performance of   AM   staff on assigned accounts.   Ensure that all client service needs are promptly and professionally delivered, either directly b y the   AE   or via HUB colleagues ( e.g.,   AMs ,   Small Business Unit , Risk Control, etc.) .    The   AE   is   accountable   for the competence, timeliness, and quality of all deliverables to the client.   Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the   client’s   total cost of risk.    Manage   HUB   Top 200 process.   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.   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 via “HUB Today,” employing same to best serve   assigned clients and work with   Producers.   Be knowledgeable about and   comply with   HUB   systems,   procedures,   and   state /federal   insurance   regulations.   Possess   a strong   ability to effectively communicate, orally   and in writing , which will include the ability to   des ign 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.   Be actively involved with professional and/or civic associations on behalf of HUB.   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.   5-7 years in insurance company or agency preferred, servicing large   accounts High School diploma or equivalent; AA and/or college degree desirable Property and Casualty Insurance License Experience with influencing C-level executives   Exceptional written and verbal communication skills    Proficiency   with Microsoft Office Suite and Power Point programs   High energy, detail-oriented self-starter    Strong leadership, mentoring, and team-building skills    Signifi