Account Executive, Employee Benefits

Hub International Insurance • Tulsa, OK

9d • Hybrid

About The Position

The Employee Benefits Account Executive contributes to the retention and growth of the employee benefits department by supporting sales and service efforts. The role maintains a high-level strategic focus across multiple client accounts and has extensive contact with client C-suite leaders as an extension of the producer. The Account Executive works closely with a team to execute client strategic plans and maintain successful client partnerships.

The role requires proactive client relationship management, strategic planning for complex underwriting and benefits strategies, and a strong understanding of self-funded medical plans, including bundled and unbundled plans with a TPA. The Account Executive leads and attends client meetings, reviews and delivers claims reports, advances strategic initiatives, and manages retention and growth of their book of business. The position is hybrid, with three days per week in the office, and includes some travel by car to meet clients and attend outside events.

Requirements

• At least 7 years of related experience working as an Account Executive in the employee benefits arena; an equivalent combination of education and experience is acceptable.
• High school diploma or equivalent required.
• L&H License required or must be obtained within 120 days of hire.
• Valid driver’s license and dependable transportation.
• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, and ability to follow guidelines for working in BMS (EPIC).
• Ability to read and interpret documents, write routine reports and correspondence, and speak effectively with customers and teammates.
• Ability to perform basic arithmetic using whole numbers, common fractions, and decimals.
• Ability to define problems, collect data, establish facts, and draw valid conclusions, and interpret technical instructions involving mathematical or diagram forms and abstract and concrete variables.
• Ability to meet the physical demands of the role, including regularly talking or hearing; frequently standing, walking, sitting, and using hands to handle or feel; and occasionally lifting or moving up to 25 pounds.
• Some travel by car is required to meet with clients and attend outside events.

Nice To Haves

• Bachelor’s degree preferred.
• Self-funding and fully insured experience preferred.
• Bilingual in English and Spanish is a big plus.

Responsibilities

• Maintain relationships with existing clients through proactive, creative, and ongoing contact initiatives.
• Oversee alignment and successful relationships with client partners.
• Develop strategic plans for complex underwriting and client strategies.
• Collaborate with producers, account teams, centralized teams, and specialty practices on client strategy.
• Attend and lead client meetings at least quarterly.
• Review and deliver monthly and quarterly experience claims reports to clients.
• Advance projects and strategic initiatives between quarterly meetings.
• Round accounts, especially voluntary benefits.
• Implement clients’ multi-year strategic plans.
• Attend industry-related continuing education training and courses.
• Proactively understand client account requirements and needs.
• Develop and maintain dependable working relationships with carriers, broker servicing networks, and other industry solutions.
• Oversee escalated issue resolution between clients and vendors.
• Mentor and train Account Managers, Account Administrators, and other team members.
• Manage retention and growth of the Account Executive’s book of business, including reviewing client compensation and evaluating additional coverage lines when appropriate.
• Follow HUB Broker Standards.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Competitive pay.
• Comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• Wellbeing program.
• Collaborative, high-performing culture with community impact through HUB Gives and opportunities for career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED