Account Executive- Commercial Lines

$80,000 - $90,000/Yr

Hub International - Woodbury, NY

Full-time - Mid Level

Woodbury, NY

10,001+ employees

Insurance Carriers and Related Activities

About the position

The Account Executive for Commercial Lines at HUB International is responsible for servicing existing middle market insurance accounts, particularly in the real estate sector. This role involves coordinating account activities, evaluating coverages, and ensuring client satisfaction through effective communication and relationship management. The position requires a blend of analytical skills and client interaction to manage account activities and pursue new business opportunities.

Responsibilities

• Service and monitor unit accounts and disseminate account activity
• Evaluate existing coverages and make recommendations as needed
• Round out accounts as opportunities arise
• Review contracts as required
• Receive, review and forward invoices, policies, endorsements and other documents as necessary
• Prepare specifications and applications for marketing new and renewal business
• Engage in heavy client contact and insurance company interaction and negotiation as needed
• Market specialized coverages as needed
• Formulate proposals for presentation
• Authorize the release of Certificates of Insurance, Accord Binders, and Placement Requests
• Review and audit policies for compliance with internal procedures and in accordance with binders specification
• Conduct client visits as necessary to ensure client satisfaction
• Attend staff and Account Executive meetings
• Pursue a program of professional development
• Apply basic proficiency of loss analysis, SIRs, Retrospective Rating/loss sensitive plans on account activity as needed
• Assure proper disposition of items on expiration lists
• Work on new business opportunities as needed

Requirements

• College degree or equivalent work experience
• Minimum of 5 years experience in brokerage, consulting, or insurance company
• Excellent analytical & problem-solving skills
• Excellent verbal and written communications skills
• Excellent interpersonal skills
• Computer literate in Word, Excel and PowerPoint
• Highly detail-oriented
• Ability to multi-task

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• 401(k) accounts
• Paid time off
• Commissions for some positions