Account Executive

Position Title: Account Executive

About the Position:

The ideal candidate for the Account Executive position will be a self-motivated and goal- oriented individual who is looking to grow with a company.  

The Account Executive will be responsible for supporting the Account Manager in handling a broad range of daily activities.  In addition to supporting the AM with their renewals, a successful candidate will also handle multiple levels of interactions with our partners.  Experience in the insurance industry is encouraged, but not a requirement.

Key Responsibilities:

• Request/Send Policy Numbers – Account Manager handles

  • Provide all pre-subs as need to get policy numbers released

  • Send policy numbers in POST BINDING email

• Make sure we receive the binders – Account Manager handles

  • Provide all pre-subs as needed to have binders released

  • Make sure Account Manager has a copy of all binders received

  • Make sure Accounting Manager is CC on all binders received (Account Manager needs to send the SL forms)

• Subjectivities – Account Manager handles

  • Manage all aspect of the subjectivities

    • Request

    • File

    • Send to carrier

    • Set suspense for follow ups (policy #s, binders, policies to Excess markets as needed)

    • Be pro-active

• Policies – Account Associate handles

  • Request policies from carrier in not received within 30 days

  • Send policy to agents (only after Jose has sent the binders)

  • Send underlying policies to Excess markets

• Endorsements – Account Associate handles

  • For now, you will be sending only non-premium generating endorsements

  • Once we pick up some traction, you will also oversee premium endorsements as well

  • Any endorsement request you receive, send to Jose, he will then send them to the carrier and CC you

• Associate is AM’s backup when he’s out of the office

  • All POST BINDING aspects

• Assist with binders when we are backed up

  • I’ll show you how to process binders when we pick up some steam

  • I’m not scheduled to be out until Thanksgiving week, so I’ll show you before then

• Any account inquiries go to Account Manager, unless you feel capable of handling

  • If handling, please CC Account Manager on emails

Qualifications:

• Proficiency in Microsoft Outlook, Word, and Excel

• High School graduate required; College courses preferred

• Excellent written and verbal communication skills

• Ability to work well under pressure to meet tight deadlines in a fast-paced environment

• Proactive, independent work ethic with strong problem solving and analytical skills

• Willingness to be flexible, learn on the job, and maintain a can-do attitude

• Ability to work in dynamic environment, adapting to changing requirements and collaborating with a wide range of colleagues to quickly deliver solutions

• Highly organized and able to structure day based on deadlines and pending items

• Self-motivated and goal oriented

• Strong organization skills, with a high level of detail orientation

Work Location:

This position is located in our Bellaire, TX office and requires 3 days in the office.

Salary Transparency:

The expected salary range for this position is $60,000 to $75,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.  

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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.

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