We currently have an opportunity for a
Vice President, Account Executive to join our
Commercial Lines team in our
Blue Bell, PA office on a Hybrid work schedule.
The Senior Vice President, Account Executive (VP AE) will provide professional, courteous account management and brokerage services to assigned clients, having the primary responsibility for account retention & new business growth. Working alongside Producers (aka "Client Executives / Sales") as assigned, the VP, AE shall be principally responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, proactive consultation, insurance program design, carrier interface/marketing, coordination of risk control resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.
The VP AE will interface with Associate Account Executive (AAE) directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of clients. In general, issues related to coverage applicability, exposure evaluation, contractual requirements, and program design fall within the domain of the VP AE. Issues related to policy processing, maintenance of client data on the EPIC agency management system, routine changes (e.g., adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the AAE.
JOB RESPONSIBILITIES• Working alongside and cooperatively with Producers, if assigned on accounts or prospects, serve as the HUB's primary consultant to the client. The Producer has primary responsibility for client relationship management and initiating new sales. The VP AE has primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances, no Producer will be assigned, and the AE also is primarily responsible for client relationship management.)
• Ensure Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship.
• 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 client's 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 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.
• Work cooperatively and professionally with AAE colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor AAE team members. Provide input and feedback to the Head of P&C as to the performance of AAE staff on assigned accounts.
• Ensure that all client service needs are promptly and professionally delivered, either directly by the SVP AE or via HUB colleagues (e.g., AAEs, Claims, Risk Control, etc.). The SVP AE is accountable for the competence, timeliness, and quality of all deliverables to the client.
• Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the client's 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. 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.
• Possess a mastery of the various HUB resources and tools that are available via "The HUB" employing resources to best serve assigned clients and work with Producers.
• Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations.
• Maintain HUB professional service standards as required and ensure team compliance.
• 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.
• This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.
• Pursue professional development opportunities.
• Develop new and expand business opportunities.
QUALIFICATIONS• BA or BS degree preferred
• At least 10 years of experience servicing & marketing large/midsize accounts
• At least 10 years of experience in the condominium and cooperative space marketing and servicing large, midsize and small accounts.
• Experience with influencing C-level executives
• Exceptional written and verbal communication skills
• Proficiency with Microsoft Office Suite and PowerPoint
• 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 (most travel local in the tri-state area)
. Valid P&C license required
What We Offer You:At HUB International, we're invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, empower your growth, and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance, we've got you covered.
We believe in continuous learning and career momentum. Whether you're just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you thrive. When you grow, we grow!
Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:
- Medical, Dental, Vision and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA)
- 401(k) Savings Plan
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Flexible Spending Accounts (FSAs)
- Life and Disability Plans
- Long-Term Care
- Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Comprehensive Onboarding
- Continuing Education
- Flexible Work Arrangements
- Dress for Your Day Dress-Code
Ready to take the next step? Apply today.Apply today!
Department Account Management & Service
Required Experience: 7-10 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)