Employee Benefits Account Executive

About the role

The Employee Benefits Account Executive (AE) will provide professional, courteous account management and consultative services to assigned clients. You have the primary responsibility for account strategy, the client relationship, and client retention. Working alongside Sales Executives and Account Managers (if available), the AE is principally responsible for overseeing management of assigned accounts.

Responsibilities

• Maintain all client records
• Maintain positive carrier relationships
• Interpret technically written material and forms and through a variety of differing procedures and resources
• Participation in special projects as available and assigned
• Direct and manage all service aspects of assigned accounts, ensuring accuracy and responsiveness to client needs
• Interfere with appropriate decision makers, proactive consultation, benefit program design, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions

Requirements

• Direct and manage all service aspects of assigned accounts, ensuring accuracy and responsiveness to client needs
• Maintain all client records
• Maintain positive carrier relationships
• Interpret technically written material and forms and through a variety of differing procedures and resources
• Participation in special projects as available and assigned
• Direct and manage all service aspects of assigned accounts, ensuring accuracy and responsiveness to client needs
• Interfere with appropriate decision makers, proactive consultation, benefit program design, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions

Qualifications

• Must hold current Life/Health License in resident state; includes maintaining by meeting all continuation education and other requirements
• Must have Level 2 designation and be working towards Level 3 designation as defined in Employee Playbook

Skills

• Strong communication skills
• Knowledge of insurance products and services
• Ability to manage client relationships
• Proficiency in Microsoft Office applications

Benefits

• Professional development opportunities
• Flexible work schedule
• Competitive compensation package

Pay

Compensation is commensurate with experience.

Schedule

Full-time position with flexible hours.