Account Executive, Employee Benefits

About the role

HUB advises businesses and individuals on preparing for the unexpected. Our focus is on providing peace of mind through tailored insurance solutions.

Responsibilities

• Establishes and maintains strong business relationships with clients and insurance carriers.
• Maintains accurate and organized account files.
• Acquires understanding of clients’ business and insurance objectives.
• Apprises clients of other HUB resources and emerging industry trends.
• Assists clients with billing issues, audits, and reconciliations.
• Develops and communicates strategy for Market Analysis, analyzes results, and negotiates with carriers.
• Safeguards all services according to established project plans and quality standards.
• Facilitates client introductions and coordinates with HUB Specialty Practice Teams.
• Gathers data and prepares/presents presentations (Renewal/OE/Post Renewal Debrief).
• Ledges implementation of new and renewal plans or programs.
• Leads resolution of escalated complex service issues.
• Maintains regular interactions with clients to develop client relationships and advise on new product offerings.
• Manages the enrollment process, completes employer group applications, and follows up with carriers.
• Promotes and implements clients’ benefits strategies.
• Prepares and reviews financial and communication materials.
• Partners with producers to design benefit programs based on client objectives.
• Conducts QA reviews on financial and communication materials.
• Participates in strategic planning, including designing benefit programs based on client objectives.
• Stays informed about industry changes and makes appropriate recommendations to clients.
• Submits BOR letters to all carriers and follows up to obtain contracts, renewals, and benefit descriptions.
• Updates open enrollment packets annually.
• Works closely with producers and other HUB personnel on all aspects of client service, marketing, and renewal.

Qualifications

• Active Life & Health insurance License.
• Experience in self-funded Medical and Account Management (preferred).
• Experience in managing wellness programs within large accounts (preferred).
• High School Diploma / GED; college degree strongly preferred.
• Strong knowledge of employee benefits products and services and related legislation.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Computer skills including Microsoft Office Suite, Outlook, and agency management systems.
• Ability to identify complex problems, review related information, and implement solutions.
• Ability to prioritize and organize multiple tasks and responsibilities.
• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to develop and maintain strong client relationships and work with insurance and service vendors.
• Ability to respond to customer needs, solicit feedback, and handle difficult or emotional customer situations.
• Ability to work effectively with a team and coach others.
• Ability to analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Desire to learn and grow within the insurance industry.