Employee Benefits Account Executive

Role Overview

• Working alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary consultant to the client.
• Serve as the point person for client relationships which includes communicating with internal (service/ production team) and external stakeholders on all account updates.
• Establish and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients.
• Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.
• Establish and maintain strong and productive professional relationships with cognizant insurance carrier marketing, underwriting, and risk control staff.
• Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests.
• Ensure that all client service needs are promptly and professionally delivered, either directly by the Account Executive or via HUB colleagues (e.g. Account Manager, Benefit Analysts, etc.).
• Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the client's total cost of risk.
• Identify opportunities for cross-selling and up-selling of other HUB products and services when appropriate for the client’s needs, initiating the same.
• Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting.
• Be knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations.
• Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media.

Requirements

• A Life & Health insurance license
• BA or BS degree preferred
• At least 7 years of experience servicing large EB accounts
• Must possess a complete proficiency in alternative funding mechanisms, including but not limited to self-funding
• Experience with influencing C-level executives
• Exceptional written and verbal communication skills
• Proficiency with Microsoft Office Suite and PowerPoint programs
• High energy, detail-oriented self-starter
• Strong leadership, mentoring, and team-building skills
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility
• Willingness to travel

Benefits

• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Spending Accounts
• Pet Insurance
• Bonus Program
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day
• Dress-Code
• Service Awards