Account Executive Project Manager Jobs in Rochester, MI

The individualfillingthe Account Executive role willbe responsible forservicing a book of business that is approximately $2M in revenue. The Account Executive will provide professional, courteous account leadership and broking services to assigned clients, having the primary responsibility for account retention.Working alongside Producers and Account Managers, as assigned, the Account Executive shall be principally responsible for overseeing management of assigned accounts, including proactive consultation, insurance program design, carrier marketing, collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.

Job Responsibilities:

• Working alongside and cooperatively with Producers, if assigned on accounts,serveas the HUB's primary consultant to the client. The Producer hasprimaryresponsibility for client relationship management andinitiatingnew sales. The Account Executive has primary responsibility forretainingthe account, acting as the de facto technical expert andbroker-consultant.(In someinstances,no Producer will beassigned,and the Account Executivealso isprimarily responsible for client relationship management.)

• Serve as the point person for client relationships which includes communicatingwithinternal (service/ production team) and external stakeholderson all account updates.

• Establish andmaintainstrong 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, insurancecoverages, andappropriate/availablerisk management/control solutions.

• Establish andmaintainstrong and productive professional relationships withcognizantinsurance 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.

• Ensure that all client service needs are promptly and professionally delivered, either directly by the Account Executive or via HUB colleagues (e.g.Account Manager, Benefit Analysts, etc.). The Account Executive 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 theclient'stotal cost of risk.

• Identifyopportunities for cross-sellingand up-sellingof other HUB products and services whenappropriate forthe client's needs,initiatingthe same.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 formaintainingcurrent receivable status for assigned clients. Proactive efforts to collectreceivablesmore than30 dayspast-dueshould be undertaken, with each unresolved circumstance documented and reported to accounting.

• Be knowledgeable about andcomply withHUB systems,proceduresand state/federal insurance regulations.

• 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.

Cultural Expectations:

• Determination - unsatisfied until we are the best. We go the extra mile for clients and colleagues.

• Ownership - Responsible to each other, our clients, and our goals.

• Teamwork - Together weattaingreater success.

• Sincerity - Giving and receiving direct and caring communication

Qualifications:

• A Life & Health insurance license

• BA or BS degree preferred

• At least 7 years of experience servicing large EB accounts

• Mustpossessa completeproficiencyin alternative funding mechanisms, including but not limited to self-funding

• Experience with influencing C-level executives

• Exceptional written and verbal communication skills

• Proficiencywith Microsoft Office Suite and PowerPoint programs

• 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