Here’s Where You Come In 

The Account Director role will be responsible for servicing a size book of business that is approximately $1M in revenue. Within their assigned book of business, the Account Director will provide professional, courteous account leadership and broking services to assigned clients, having primary responsibility for account retention.  Primary responsibilities include overseeing assigned accounts, including proactive consultation, insurance program design, carrier marketing direction, collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.   The Account Director will work alongside account teams including Producers, Account Executives, Financial Analysts, Strategists, Account Managers and Associate Account Managers, as assigned. 

Job Responsibilities: 

• Serve as the point person for client relationships which includes communicating with internal (service/ production team) and external stakeholders on all account updates. 

• Working alongside and cooperatively with assigned account team members and  serve as the HUB’s primary consultant to the client.  

• Establish and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients. 

• Possess a detailed knowledge of the clients’ business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions. 

• Establish and maintain strong and productive professional relationships with appropriate 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. 

• Ensure that all client service needs are promptly and professionally delivered, either directly by the Account Executive or via HUB colleagues (e.g. Account Manager, Benefit Analysts, etc.). 

• Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the clients total cost of risk. 

• Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs, initiating same.  At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are. 

• Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients.  Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting. 

• Provides ongoing feedback and quarterly reviews that ensure verifiable improvements in productivity. 

• Provides ongoing learning initiatives and continuously coaches team members on best practices. 

• Provides support to team members on unique cases and assists with backup on the ongoing team responsibilities. In the absence of a team member, delegates their workload accordingly. 

• Be knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations. 

• Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media.  This may range from conducting internal training to a sales or renewal presentation at a client’s office. 

• Be actively involved with professional and/or civic associations on behalf of HUB. 

Qualifications: 

• A Life & Health insurance license 

• BA or BS degree preferred 

• At least 5 years of experience servicing large EB accounts 

• Must possess complete proficiency in alternative funding mechanisms, including but not limited to self-funding 

• Experience with influencing C-level executives 

• Exceptional written and verbal communication skills 

• Proficiency with Microsoft Office Suite and PowerPoint programs 

• High energy, detail-oriented self-starter 

• Strong leadership, mentoring, and team-building skills 

• Significant skill in handling competing demands and projects 

• Excellent organizational skills and ability to prioritize and delegate responsibility 

• Willingness to travel