Employee Benefits Client Executive

About us:

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

Our team is growing, and we are looking for a strong leader who is passionate about working with our clients. The Client Executive role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, the responsibilities of the Client Executive will be to service and maintain existing accounts, while identifying opportunities for increasing business.

In this role, you will:

  • Lead internal and external account expectations by executing HUB's value proposition
  • Integrate HUB resources to meet needs demonstrated by each account
  • Effectively transition and stabilize accounts transferred from originator or exiting Producer
  • Produce organic growth through new, profitable accounts, as well as cross-selling and account rounding existing accounts
  • Defend and support MWE culture and values
  • Retain a minimum 95% of book
  • Assist originators in closing in combination with your new business sales up to individual shadow goal of $70,000
  • Grow book over a 2 year book roll in excess of 10% of book managed
  • Develop and execute service plan on all accounts over $5,000 in revenue
  • Complete exposure reviews on all accounts over $5,000 in revenue
  • Lead all internal and external account strategy and renewal meeting
  • Communicate consistently across all channels to the expectations of each account and provide regular updates
  • Continue to learn and understand carrier appetite while assisting in developing underwriting story
  • Participate in monthly TBT meetings, sales meetings, and ongoing sales and development training
  • Notify Manager of any loss greater than $1,000 in revenue
  • Continue to develop expertise and/or niche in channel and actively participate in at least one Association focused in desire expertise and/or niche

What you offer us:

  • 7+ years of Employee Benefits experience, preferably within an agency
  • Current Life & Health Producer's License
  • Four year college degree preferred
  • Strong ability to listen and prioritize with clients, colleagues, and carrier representatives
  • Above average written and oral communication skills
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
  • Ability to utilize and be proficient in broker management systems
  • Excellent organizational and time management skills

What we offer you:

  • A rewarding job that helps local businesses in the community
  • Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
  • Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
  • A work/life balance because that's important for all of us
  • Learn from the expertise of your coworkers
  • Growth- HUB is growing, and so can your career
  • Be part of a motivated team
  • LI-HI

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