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Account Executive
Hub International Ltd
Woodbury, NY, United States
Job Details - this job has expired, please see similar jobs below
Job Specifications:
To service existing accounts and coordinate account activity primarily on middle market insurance accounts. Must have real estate experience.
Functions & Responsibilities:
• Service and monitor unit accounts and disseminate account activity
• Evaluate existing coverages and make recommendations as needed. Round out accounts as opportunities arise.
• Review contracts as required.
• Receive, review and forward invoices, policies, endorsements and other documents as necessary
• Prepare specifications and applications for marketing new and renewal business
• Heavy client contact and insurance company interaction and negotiation as needed
• Market specialized coverages as needed
• Formulate proposal for presentation
• Authorize the release of Certificates of Insurance, Accord Binders, and Placement Requests
• Review and audit policies for compliance with internal procedures and in accordance with binders specification
• Client visits - as necessary to ensure client satisfaction
• Attend staff and Account Executive meetings
• Pursue a program of professional development
• Apply (basic) proficiency of loss analysis, SIRs, Retrospective Rating/loss sensitive plans on account activity as needed
• Assure proper disposition of items on expiration lists
Qualifications:
• College degree or equivalent work experience
• Minimum of 5 years experience in brokerage, consulting, insurance company, or corporate benefits environment
• Excellent analytical & problem-solving skills
• Excellent verbal and written communications skills
• Excellent interpersonal skills
• Computer literate in Word, Excel and PowerPoint
• Highly detail-oriented
• Ability to multi-task