Benefits Strategic Account Executive

HUB International•San Antonio, TX

About The Position

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Job Summary: A Benefits Strategic Account Executive shall recommend appropriate lines of coverage, monitor client’s plan expenditures throughout the year and make recommendations to control costs if needed. Maintain knowledge of legislative updates and advise clients as to how they will affect plan designs and costs.

Requirements

College degree in business or related field plus two years work experience preferred.
Knowledgeable of health and related group insurance products, general financial practices, policy servicing and application processing.
Group I license for life and health required.
Computer and office equipment skills required: Word-processing Software (Word) Spreadsheet (Excel) Ability to learn Database (Agency Expert) General office equipment including copier, fax, 10-key calculator, binder and phone.
Good data entry skills: typing 35 wpm.
Spread sheet development and preparation.
Proposal preparation (utilizing word-processor and/or computerized presentation packages).
Must be organized with attention to detail; dependable; flexible in changing priorities; able to handle multiple tasks.
Excellent interpersonal and communication skills (oral, written and presentation): Formal presentation skills.
Ability to speak before clients/groups with poise, voice control and confidence, using correct English and well-modulated voice.
Ability to prepare business letters, memos, summaries and reports, using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.
Leadership, sales, team and customer service attitude.
Good decision-making ability: utilize independent/abstract thinking skills as needed.
Ability to supervise others.
Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagrammatic form.

Responsibilities

Develop current, referral and new clients.
Provide Benefits Review Process / RFP Process through strategic planning.
Develop and communicate sound renewal strategies to client.
Participate in the sale of new business and renewals to clients and prospects
Track renewal date by client & policy in order to begin process in appropriate amount of time; contact vendors to request renewal; contact clients to discuss renewal options.
Complete request for proposals (RFP) paperwork to distribute to the marketplace; process includes preparing RFP's for renewing clients and prospects in the areas of group life, health, disability, wellness, EAP, AD&D and other group benefit products as available and in accordance with state and federal regulations utilizing database, word processor and spreadsheets.
Consolidate RFP data and vendor product information for client presentation.
Make client presentations and resolve client questions and problems in order to close sale.
Maintain current and prior information in Benefit Point database.
Maintain current and accurate prospect files.
Provide or coordinate client service with Account Manager(s) as needed.
Communicate case status with Producer, Administrative Assistant(s), Marketing Assistant(s), Account Manager(s) and Clients.
Assure sold business cases are completed in conjunction with Account Manager(s) and Marketing Assistant(s).
Prepare monthly Critical Path reports
Present client mid-year review.
Remain current on new products, marketing concepts and related legislation.
Attend continuing education courses and miscellaneous seminars towards obtaining HIA and/or CEBS and/or MHP.
Travel to prospect and client location as required for sales calls, enrollment meetings, policy/contract delivery, problem resolution, and goodwill.
Back up Account Managers as needed; correspond with clients, resolve issues, provide guidance and perform enrollment meetings; ongoing support.