Account Executive

🕒 January 28

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HUB International

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1998

💸 Finance

🏢 Enterprise

Finance • Insurance • Enterprise

HUB International is a leading insurance brokerage firm that provides a wide range of insurance and risk management services. They offer personal and business insurance solutions, including employee benefits, retirement and private wealth management, and people and technology consulting. HUB International serves a diverse array of industries, including agriculture, construction, finance, healthcare, hospitality, real estate, and transportation, among others. Their services include claims management, risk management, and employee training and development. HUB International positions itself as a partner committed to supporting and protecting its clients.

📋 Description

• Responsibilities include issuance of certificates of Insurance, ID cards, schedules of insurance, and billing schedules. • Processing endorsements, invoices, and entering exposure data within the Applied Epic AMS • Liaise with Accounting department, financing companies, and direct bill carriers to maintain up to date billing schedules for each client • Pass marketing, policy, and coverage correspondence to appropriate contacts within the team • Perform other specific duties as directed by the Account Executive • Respond to certificate requests and payment inquiries in a timely manner • Process add/term requests as directed by AE • Handle epic activities associated with the onboarding process, renewal process, endorsement process, etc. • Follow up with carriers for outstanding policies, endorsements, invoices, and other open items • Tracking and maintaining a log of follow-up emails to clients and to markets • Reaching out to clients directly regarding delinquent payments, notices of cancellation, notices of rescission, etc. • Delivering policies and endorsements to clients after policy check has been completed

🎯 Requirements

• 2+ years servicing experience preferably with a brokerage company • Must be proficient in Microsoft Excel • Good oral and written communication skills • Strong organizational skills are a must • NY P&C Licensed required • Epic software experience

🏖️ Benefits

• health/dental/vision/life/disability insurance • FSA • HSA • 401(k) accounts • paid-time-off benefits such as vacation, sick, and personal days • eligible bonuses, equity and commissions for some positions