Account Executive, Employee Benefits

HUB International•Tulsa, OK

10d•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 has extensive contact with clients’ C-suite leaders as an extension of the producer and focuses on clients’ strategic outlook. The Account Executive works with a team to execute strategic plans while maintaining a high-level focus across multiple client accounts. This is a hybrid role requiring three days per week in the office. Some travel by car is required to meet with 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 obtainable within 120 days of hire.
Valid driver’s license required.
Dependable transportation required.
Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
Ability to follow guidelines for working in BMS (EPIC) for premium efficiency with the team.
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, draw valid conclusions, interpret technical instructions, and work with abstract and concrete variables.
Ability to meet the physical demands of the role, including regularly talking or hearing; frequently standing, walking, sitting, and handling or feeling objects; and occasionally lifting or moving up to 25 pounds.
Close and distance vision abilities are required.

Nice To Haves

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

Responsibilities

Maintain relationships with existing clients through proactive, creative, and ongoing contact initiatives, and oversee alignment and successful client partnerships.
Plan strategies for complex underwriting.
Apply a strong understanding of self-funded medical plans, both bundled and unbundled with a TPA.
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 between quarterly meetings, particularly strategic initiatives.
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 resolution of escalated issues 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.