ABOUT HUB INTERNATIONAL:

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. 

HUB is the 5th largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and more than 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

SUMMARY:

The Private Client Strategic Account Executive is responsible for servicing, maximizing, and retaining a Private Client book of business. The job requires a high degree of independent discretion, autonomy, and decision-making based on prior industry knowledge and experience. This role will provide professional guidance, expertise, and service to clients. It requires building professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues. Their primary responsibility is account development and client retention – serving as the technical expert and broker-consultant to the client.  The Strategic Account Executive supports organic growth goals by maintaining and expanding the business through account-rounding, cross-selling and development of new business opportunities.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Acquires an understanding of clients’ business and insurance objectives and leverages that information to identify risks and present solutions. Critically analyzes and compares insurance plans and HUB services to uncover additional opportunities.

Assesses risk through collaborative investigation with the client to ensure no coverage gaps exist.

Developing new business opportunities from existing clients (referrals) and assigned (prospects) leads to meeting departmental production goals.  Identify opportunities for cross-sell and up-sell of other HUB products and services where appropriate.

Manages, organizes, and conducts client meetings in coordination with the Risk Advisor for assigned clients and independently service client accounts where no Risk Advisor is assigned

Develops and maintains professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues.

Leads resolution of escalated complex coverage and servicing issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve. 

Assists in the development and execution of client service agreements.

Suggests continuous improvements in workflows and procedures for sales and service.

Stays current on changes in the insurance industry and other external conditions that may impact clients.  Make appropriate recommendations to clients in response to those changes.

Supports, mentors, and trains Account Managers and Account Executives, as necessary.

REQUIREMENTS:

Relevant post-secondary degree in Business, Marketing or related field

P & C Producer License in required lines and states

Leadership experience and independent responsibility for client retention preferred.

1-3 years of work experience as a servicer/customer service role in High Net Worth or Retail

Sales experience preferred.

Strong organization, time management and prioritization. Adept in handling competing demands and projects.

Effective communicator, both verbally and in writing. The ability to tell a story, influence, demonstrate empathy and curiosity, and actively listen.

Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems (EPIC or equivalent)

Excellent organizational skills with the ability to multi-task and prioritize work

Proven success as a client-centric, detail-oriented, self-starter who follows through and follows up with clients.

Ability to travel as necessary

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

Competitive salaries and benefits offerings

Medical/dental/vision insurance and voluntary insurance options

Health Savings Account funding

401k matching program

Company paid Life and Short-Term Disability Plans

Supplemental Life and Long-Term Disability Options

Comprehensive Wellness Program

Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

Great work/life balance because that’s important for all of us!

Focus on creating a meaningful environment through employee engagement events

The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

Growth potential - HUB is constantly growing and so can your career!

A rewarding career that helps local businesses in the community

Strong community support and involvement through HUB

JOIN OUR TEAM

Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment?  Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization?  When you join HUB, you will be part of a community of learners and doers focused on helping our leaders maximize the potential of their employees

Department Sales

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

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.

E-Verify Program

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