Employee Benefits Account Executive

About the role

HUB International is a global insurance broker offering a wide range of property, casualty, risk management, life, health, employee benefits, investment, and wealth management products and services. With over 650 offices in the U.S., Canada, and Puerto Rico, and more than 20,000 employees, HUB supports individuals and businesses in evaluating and managing their risks and insurance needs. Our regional offices are dedicated to providing superior customer service and enhancing client activities.

Responsibilities

• Recommend appropriate lines of coverage and monitor client's plan expenditures throughout the year, making recommendations to control costs if needed.
• Maintain knowledge of legislative updates and advise clients on how these updates will affect plan designs and costs.
• Develop current, referral, and new clients.
• Provide Benefits Review Process/RFP Process through strategic planning.
• Develop and communicate sound renewal strategies to clients.
• Participate in the sale of new business and renewals to clients and prospects.
• Track renewal dates by client and policy to initiate the process in a timely manner; contact vendors for renewal requests and clients for renewal discussions.
• Complete request for proposals (RFP) paperwork to distribute to the marketplace; prepare RFPs for renewing clients and prospects, including group life, health, disability, wellness, EAP, AD&D, and other group benefit products, as applicable, and in compliance with state and federal regulations, using databases, word processors, and spreadsheets.
• Consolidate RFP data and vendor product information for client presentations.
• Make client presentations and resolve client questions and problems to close sales.
• Provide or coordinate client service with Account Managers as needed.
• Communicate case status with Producers, Marketing Assistants, Account Managers, and Clients.
• Assure sold business cases are completed in conjunction with Account Managers and Marketing Assistants.
• Prepare monthly Critical Path reports.
• Present client mid-year reviews.
• Remain current on new products, marketing concepts, and related legislation.
• Attend continuing education courses and miscellaneous seminars to continue career growth.
• Travel to prospect and client locations as required for sales calls, enrollment meetings, policy/contract deliveries, problem resolution, and goodwill.
• Back up Account Managers as needed; correspond with clients, resolve issues, provide guidance, and conduct enrollment meetings; ongoing support.

Requirements

• Bachelor’s degree preferred
• 5+ years of related experience within a brokerage environment
• Experience supporting the large group market (100+ lives)
• Self-funding experience is preferred but not required
• Knowledgeable of health and related group insurance products, general financial practices, policy servicing, and application processing
• Group I license for life and health required

Skills and Quality Requirements

• Word-processing software (Word)
• Spreadsheet (Excel)
• Ability to learn Benefit Point spreadsheet development and preparation
• Proposal preparation (using word-processor and/or computerized presentation packages)
• Organized with attention to detail; dependable; flexible in changing priorities; able to handle multiple tasks
• Excellent interpersonal and communication skills (oral, written, and presentation)
• Formal presentation skills
• Ability to speak before clients/groups with poise, voice control, and confidence, using correct English and well-modulated voice
• Ability to prepare business letters, memos, summaries, and reports, using prescribed format and conforming to all rules of punctuation, grammar, diction, and style
• Leadership, sales, team, and customer service attitude
• Good decision-making ability; utilize independent/abstract thinking skills as needed
• Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagrammatic form

Department

Account Management & Service

Experience

• Required: 7-10 years of relevant experience

Travel

• Negligible

Education

• Required: Bachelor's degree (4-year degree)

EEO Statement

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.

E-Verify Program

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