Executive Rbc Wealth Management Jobs in Colorado

As the Account Executive (AE), you will work with a group of Sales Executives and Account Managers in support of assigned accounts, and you will primarily be responsible for managing and retaining those accounts. Your role will typically involve overseeing matters related to coverage applicability, exposure evaluation, contractual requirements, and program design. Additionally, you will provide proactive consultation to clients, coordinate risk control resources when needed, and negotiate coverage terms and conditions with carriers. Lastly, you are expected to identify upsell and cross-sell opportunities, supporting Sales Executives with new business.

In this role, you will:

• Work alongside and cooperatively with Sales Executives. The Sales Executive has primary responsibility for client relationship management and initiating new sales, while the AE has primary responsibility for retaining the account, acting as the account advocate and broker-consultant.

• Ensure Sales Executives are fully informed about and prepared for all client meetings and interfaces in order to competently and proactively manage the client relationship.

• Act as lead client advocate initiating the renewal process, including critical path review andpre-renewal meeting with Sales Executives.

• Assist Sales Executive in gathering necessary marketing information from client; marketing the account; marketing follow-up; & preparation of proposal for the Sales Executive.

• Possess a detailed knowledge of the client's business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.

• Work with the client as claims liaison as needed on day-to-day issues that may arise, and be able to prepare and coordinate claims review with client, Sales Executive, and markets.

• Establish and maintain strong and productive professional relationships with insurance markets, and have a detailed familiarity with each carrier's products and services.

• Coordinate with Sales Executive and directly oversee 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.

• Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client's needs.

• Be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers, and document those providers.

• Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues, such as Account Managers. The AE is accountable for the timeliness and quality of all deliverables to the client.

• Understand the various HUB Transportation resources and tools that are available to clients.

• Work with Account Manager & Sales Executive on accounts receivable issues as needed.

• Work with Account Manager to prepare policies for delivery, and address any concerns or issues found with markets prior to policies being delivered to client.

• Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations.

What you offer us:

• High school diploma or equivalent, though degree preferred

• At least 5 years of experience in transportation and/or commercial insurance industry

• Current Property & Casualty Insurance License

• High energy, detail-oriented, self-starter

• Ability to handle multiple projects and prioritize tasks

• Exceptional written and verbal communication skills

• Excellent organizational skills and ability to delegate responsibility

• Proficiency with Microsoft Office Suite

• Experience with influencing C-level executives

• Strong leadership, mentoring, and team-building skills

• Willingness to travel

• Willingness to earn professional designation(s)

What we offer you:

• A rewarding job that helps local businesses in the community

• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

• Generous time-off policies

• A work/life balance because that's important for all of us

• Learn from the expertise of your coworkers

• Growth- HUB is growing, and so can your career

• Be part of a motivated team

About HUB:

HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Why Choose HUB?

At HUB, we believe in investing in the future of our employees andprovide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves 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.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization

• have a desire to help others protect their future

• have an entrepreneurial spirit and are challenged by the opportunity to grow the business

• are focused on learning and development to enhance your industry knowledge and expertise

• are a self-starter willing to invest time and energy to learn the technical aspects of our business

• believe in integrity and building success by developing relationships with others

The expected salary range for this position is $85-95k base salary + bonus, commensurate with assigned book of business and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.

The posting end date is July 13, 2026. This may change depending on the volume of applicants.

This posting has been extended to July 31st,, 2026. This may change depending on the volume of applicants.

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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