Account Director establishing and maintaining strong client relationships for tailored IT solutions at CDW. Developing sales strategies while ensuring client satisfaction and retention to drive revenue.
About the role
- Construction Account Executive overseeing construction insurance accounts at HUB International, providing strategic client service and developing business opportunities. Ensures compliance and manages client meetings for effective account management.
Responsibilities
- Oversee service and strategy of assigned book of construction accounts
- Maintain HUB professional service standards as required and ensure team compliance
- Maintain appropriate professional licensing and continuing education
- Pursue professional development opportunities
- Appropriately document conversations with clients and carrier personnel and update all HUB computer systems and agency management system, ensuring accuracy of data in those systems
- Maintain familiarity with industry trends and new insurance products
- Be responsible for the quality of HUB client deliverables, i.e. policy analysis, loss analysis, risk profile analysis
- Collaborate with producer(s) and practice leader as required to maximize account management results
- Review client insurance related contracts as necessary
- Travel on company business as necessary
- Prepare management reports as necessary
- Acquire understanding of client insurance objectives and critically analyze and compare insurance terms and conditions
- Trouble shoot, issue spot, and problem solve matters between the client and the insurance company independent of manager approval
- Manage and hold periodic client meetings such as a Stewardship or Pre-Renewal meeting
- Develop new and expanded business opportunities
- Manage underwriting and carrier relationships to the benefit of your clients
Requirements
- 7+ years of Commercial Lines Insurance experience within an agency
- Current Property/Casualty Insurance License
- Four year college degree preferred
- Excellent oral and written communication skills
- Ability to issue spot, provide proactive customer service, and demonstrated problem solving skills independent of manager involvement
- Ability to teach and mentor team members
- Ability to prioritize and multitask
- Proficiency with computer systems, including but not limited to Microsoft Office and automated Agency Management Systems
- Ability to work in a collaborative team environment
- Demonstrated high-level attention to detail
- Available for business travel as necessary
- Advanced professional designation(s) are highly desirable
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- Voluntary insurance options
- Generous time-off policies
- Work/life balance
- Professional development opportunities
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