Client Executive - Real Estate

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

Overview:

Assume ultimate responsibility for retaining existing Commercial Insurance accounts with a small production goal set by CSO. Responsible for servicing assigned and produced commercial insurance accounts. Account rounding and development of new business as appropriate and in accordance with the practices, policies and procedures of the Company.

Responsibilities:

- Review and analyze commercial accounts for coverage, limits, etc, and make appropriate recommendations to clients.
- Work with management in RFP/RFQ and new business initiatives.
- Develop and maintain relationships with clients to ensure that all service needs are met.
- Coordination service, as appropriate, with Account Management assigned representative.
- Coordinate with risk services, as needed.
- Develop new business from existing accounts through account rounding for additional coverages if not purchased and refer business to EB & PL, if possible.  Handle the insurance procurement of assigned leads and contribute to meeting assigned production goals.
- Coordinate ongoing service for existing accounts and assist Account Managers, as needed.
- New business goal:  $35,000 or number agreed and assigned by CSO.
- Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
- Review and present client proposals based on client’s needs, rates and coverages.
- Assist in collecting premium from clients and arranging satisfactory financing, by cancelled coverage and review overdue balance reports and coordinate with the AM and Finance Department to keep clients’ payment status current.
- Interface with company support staff and Marketing Department by meeting to review accounts helping to determine markets to be considered, set appointment dates, and renewal agreements timely and otherwise assist in the handling of efficient processing of business.
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
- Qualify and handle leads generated by the Company.
- Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
- Participate in sales meetings and maintain production reports/CRM as required, significant coverage concerns, problems of all services and collections.
- Identify, develop and qualify new prospects to meet new business goals.
- Other responsibilities as assigned by the Manager.

Qualifications:

- Willingness and ability to travel to client visits, conferences as required and carrier meetings.
- Ten years related experience in commercial insurance.
- Thorough knowledge of commercial lines coverages and markets.
- Producer’s license.
- Experience with Excel, Word and PowerPoint.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

- Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
- Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
- A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
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The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.