Employee Benefits Account Director

Hub International Insurance•Grand Rapids, MI

About The Position

At HUB International, we are a team of entrepreneurs dedicated to protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop tailored solutions. We believe in empowering our employees by providing resources in technology and industry expertise while maintaining a local flavor. Our structure allows teams to preserve their unique regional cultures. HUB is a leading global insurance and employee benefits broker, offering a wide array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. With over 21,000 employees in 700 offices across North America, HUB has experienced substantial growth, partly due to our industry-leading success in mergers and acquisitions.

Requirements

A Life & Health insurance license
At least 5 years of experience servicing large EB accounts
Must possess 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

Nice To Haves

BA or BS degree preferred

Responsibilities

Serve as the point person for client relationships, communicating with internal and external stakeholders on all account updates.
Work cooperatively with assigned account team members and serve as HUB’s primary consultant to the client.
Establish and maintain strong, productive professional relationships with C-Level executives and other decision-makers for assigned HUB clients.
Possess a detailed knowledge of clients' businesses and industries, articulating applicable exposures to loss, insurance coverages, and appropriate risk management/control solutions.
Establish and maintain strong, productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services.
Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, risk control services, carrier meetings, claims reviews, coverage outlines, and marketing of emergent and renewal coverage requests.
Ensure all client service needs are promptly and professionally delivered, either directly by the Account Executive or via HUB colleagues.
Conduct annual reviews with clients, making coverage and loss control recommendations focused on reducing the clients' total cost of risk.
Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs, initiating the process.
Be knowledgeable about and document other insurance products and services clients purchase through other providers and identify those providers.
Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients, undertaking proactive efforts to collect receivables more than 30 days past-due and documenting/reporting unresolved circumstances to accounting.
Provide ongoing feedback and quarterly reviews ensuring verifiable improvements in productivity.
Provide ongoing learning initiatives and continuously coach team members on best practices.
Provide support to team members on unique cases and assist with backup on ongoing team responsibilities.
Delegate workload accordingly in the absence of a team member.
Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations.
Effectively communicate orally and in writing, including designing and delivering effective group presentations using various media, ranging from internal training to sales or renewal presentations.
Be actively involved with professional and/or civic associations on behalf of HUB.