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
• Participation in special projects as available and assigned
• Assist clients with claim resolution, appropriate coverage changes, inform and educate about coverage, exclusions, and exposures
• Direct and manage all service aspects of assigned accounts, ensuring accuracy and responsiveness to client needs
• Directly oversee and coordinate the delivery of HUB’s entire value proposition to assigned clients throughout the lifecycle
• Attend prospecting meetings with Producer/Sales Executive and assist in facilitating preparation of prospect materials and onboarding once the prospect has signed the Agent/Broker of record document
• Follow through on deliverables and action items as assigned
• Aid in account rounding and cross-selling new business initiatives
• Establish and maintain strong and productive professional relationships with Executive Level and other cognizant decision makers for assigned HUB clients
• Establish and maintain strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff
• Ensure Producer/Sales Executives are fully informed about, and prepared for all client meetings and interfaces to be able to manage the client relationship competently and proactively
• Conduct annual review with clients making coverage and loss control recommendations focused on reducing the clients’ total cost of risk
• Provide regular two-way communication between the client and team
• Provide support in identifying client insurance needs, gaps in coverage and loss exposure
• Recommend appropriate insurance coverage, implements coverage, manages timely production and delivery of renewal policies
• Critically analyze and compare insurance plans to determine suitability
• Negotiate terms, pricing, and conditions with carriers
• Prepare and maintain accurate summaries of insurance, schedules, and proposals
• Serve as a liaison between clients and carriers to resolve service issues and policy interpretation
• Collaborate with Producer/Sales Executive in policy review and delivery, meets with clients and identify ways to improve client service
• Serves as primary point of contact for large or complex clients
• Anticipates issues and proactively resolves complex problems, often without direct supervision
• Leads cross-functional collaboration and mentors team members
• Contributes to or leads strategic account planning and development

Requirements

• 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

Qualifications

• 5-7 years’ applicable Employee Benefits experience
• Experience with influencing executives within an organization
• High school diploma or equivalency; Four-year college degree preferred

Skills

• Strong communication skills
• Knowledge of Microsoft Office applications
• Ability to interpret and communicate complex technical information
• Ability to manage multiple tasks and priorities
• Ability to build and maintain strong relationships with clients and carriers
• Ability to negotiate and influence decision-makers
• Knowledge of HUB systems, procedures, and state/federal insurance regulations

Benefits

• Professional and respectful demeanor in all workplace interactions
• Compliance with HIPAA
• Opportunities for professional development and advancement

Pay

Competitive salary commensurate with experience

Schedule

Full-time position with flexible schedule to accommodate client needs