Commercial Lines Account Executive

The Commercial Lines Account Executive will provide professional, courteous account management and brokerage services to assigned clients. You have the primary responsibility for account strategy, relationship, and retention. In providing the highest level of support to our producers, clients, carrier representatives, underwriters, business partners, and HUB colleagues you will positively impact customer satisfaction and client retention. In addition, your account management expertise will support the organic growth goals of the organization by maintaining and expanding business, which includes account rounding, cross-selling and the development of new business.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Leads all aspects of client service, marketing, and renewal of the book of business

Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans and HUB services to determine suitability for additional opportunities; assess client risk to ensure not coverage gaps exist

Lead resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve except when an established claim servicing protocol exists

Manages, organizes, and conducts client meetings in coordination with producer

Assists in the development and execution of client service agreements

Key driver for executing critical path work for clients: Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate

Negotiate terms, conditions, and pricing directly with insurance carriers except when centralized placement is the norms

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

Develop 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

Supports, mentors, and develops more junior account service team members

May travel for client meetings between 25 - 50% of the time.