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Commercial Client Specialist
3 months ago
Welcome to HUB International
As a leader in the insurance brokerage industry, we are dedicated to guiding businesses and individuals towards achieving their objectives. Partnering with us means you gain access to a comprehensive network of specialists in risk management, insurance, employee benefits, retirement, and wealth management, all designed to provide clarity in an ever-evolving landscape.
The Role
Are you a dynamic, personable individual who thrives on building relationships? This opportunity is tailored for you.
In the position of Corporate Account Executive, you will engage with commercial clients, fostering professional relationships with both new and existing clients and insurers while managing a diverse portfolio. Your responsibilities will include reviewing and organizing client files, spearheading marketing initiatives, and assessing and pricing the risks associated with insurance coverage.
Daily Responsibilities -
- Deliver outstanding client service as the primary point of contact.
- Address client inquiries directly or through collaboration with senior team members, gathering necessary information and liaising with insurance providers to secure coverage.
- Participate in structured account evaluations, contributing to account expansion and ensuring value-added services for clients.
- Prepare submissions using Policy Works and EPIC systems.
- Draft proposals, cover letters, client communications, certificates, and invoices in accordance with agency protocols.
- Support Account Teams with various administrative tasks.
- Prioritize and manage daily tasks, including company correspondence and client follow-ups.
- Ensure the accuracy of electronic records maintained in EPIC, Policy Works, and physical files, adhering to agency standards.
- Oversee the marketing of accounts, including new business, renewals, and midterm adjustments.
- Gather client data, create comprehensive submissions for presentation, negotiate competitive rates and coverage options with underwriters, and facilitate coverage binding.
- Mentor and provide guidance to new Insurance Advisors within the team.
- Undertake additional responsibilities as required.
What You Bring to Our Team -
- Self-driven and motivated.
- Strong sense of urgency and accountability.
- Ability to deliver measurable outcomes for Account Managers and clients.
- Up to ten years of experience in commercial insurance advisory roles.
- Possession of a Level 2 insurance license.
- Excellent communication, problem-solving, and analytical skills.
- Proactive and independent work ethic.
- Experience in commercial bonding is essential.
- Familiarity with marketing and client engagement within a portfolio.
- Confidence to operate autonomously.
- Exceptional client service, presentation, and interpersonal abilities.
- Attention to detail and a solutions-oriented mindset.
- Ability to thrive in a fast-paced, client-centric environment.
- Commitment to contributing positively within a team setting.
Compensation Overview –
This role offers a variable compensation structure, including a base salary complemented by commission. The anticipated base salary ranges from $65,000.00 to $70,000.00, with commissions awarded based on sales performance. Total compensation may vary based on the candidate's experience, skills, and specific business line responsibilities.
Why Choose HUB?
- We value camaraderie and teamwork; join our community of dedicated professionals.
- We balance hard work with enjoyment, celebrating achievements together.
- Enjoy a paid day off for your birthday as a token of appreciation.
- Benefit from a paid half-day for community volunteering, reflecting our commitment to giving back.
- Opportunities for career advancement within the organization.
- Comprehensive benefits, perks, and competitive compensation packages.
Your Future with HUB –
Embark on a career with HUB International and take the first step towards a future that blends a diverse and challenging work environment with financial stability and job satisfaction. By joining us, you will become part of a rapidly expanding organization that offers significant opportunities for growth.
At HUB, we prioritize education and continuous development, providing training for new employees and financial support for licensing and professional designations.
Our Vision: To be present wherever risk exists, today and in the future, safeguarding what matters most.
Our Mission: To protect and support the aspirations of individuals, families, and businesses while empowering our employees to learn, grow, and positively impact their communities.
Our Core Values:
- Entrepreneurship: We promote innovation and informed risk-taking.
- Integrity: We consistently do the right thing.
- Teamwork: We collaborate to achieve optimal results.
- Accountability: We take responsibility for our outcomes.
- Service: We serve our customers, communities, and colleagues with dedication.
If you resonate with our values and appreciate the benefits we offer, we encourage you to explore this opportunity.
Please note that employment is contingent upon a successful background check.
HUB is a workplace where your contributions will be valued. We invite you to learn more about our team. If you require accommodations during the hiring process, please reach out to request assistance. Only candidates selected for interviews will be contacted.
