Client Executive, Employee Benefits

Hi, we’re HUB! 

We are a leading North American insurance brokerage that provides employee benefits and business and personal insurance products and services. Our network has more than 530+ offices and is proudly ranked 5th among the world’s largest insurance brokers with offices in the USA, Canada, and Puerto Rico. We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists. 

We are committed to providing you with competitive and flexible benefits options rooted in your current needs, which are evolving as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. 

The Opportunity 

Join us today as a Employee Benefits Client Executive! HUB PR’s Client Executive manages a book of insurance business while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, insurance companies, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides high support to producers in obtaining, maintaining, and expanding their business. May also be responsible for account rounding and developing new business by standard practices, policies, and procedures. A sense of urgency, attention to detail, and customer service are essential to comply with our service standards. 

A day in the life… 

• Responsible for the assigned book of business and overall retention. 

• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.  

• Oversee the preparation and implementation of all transactions, paperwork, and internal processing/communication for assigned accounts. 

• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Staying abreast of changes in the insurance industry and other external conditions that may impact their clients.  

• Responsible for understanding clients’ business to determine and ensure insurance objectives are met, and recommendations are adequate to client’s needs. 

• Develop and outline a renewal strategy plan to achieve a cost-effective insurance program that suits the client’s needs. 

• Critically analyzes and compares insurance program terms and conditions to determine suitability and provide recommendations to clients. 

• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues requiring policy interpretation and experience-based judgment. May also negotiate with underwriters and carriers.  

• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows up on cross-selling opportunities when appropriate. 

• Manages, organizes, and conducts client meetings when necessary. 

• Appropriately document conversations with clients and carrier representatives and update all HUB computer systems to ensure data accuracy. 

What you will need for success 

• Bachelor’s or associate degree 

• Five years of experience and proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred. 

• Excellent oral and written English communications skills. 

• Superior customer service, sense of urgency, and problem-solving skills. 

• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems. 

• Ability to work in a team environment. 

What will help you stand out? 

• Life and Disability License 

We are proud to offer… 

• Health & Dental Insurance 

• 401K 

• Life Insurance 

• Birthday Date  

• Summer Fridays 

• Wellness Fridays 

• Development opportunities 

Job Details 

• Hybrid modality 

• Full Time 

EEO employer 

HUB International lives and promotes diversity. Diversity, equity, inclusion, and belonging are guiding principles. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.