Employee Benefits Account Executive
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. In this role, you will: Manage and retain assigned book of benefits accounts; provide oversight and direction to other assigned team members Be responsible for account retention that meets or exceeds annual goals Identify opportunities for cross-sell and up-sell of HUB products and services when appropriate for the clients’ needs Be knowledgeable of changes in the insurance industry; and regularly attend industry events, seminars, or conferences Intervene to resolve escalated and/or complex service issues Negotiate and advocate on clients’ behalf with insurance carrier representatives Appropriately document transactions with clients and carrier representatives Participate or assist in the new business process Work independently, as well as delegate workflow to the service team Review contracts, plan documents, and plan summaries for accuracy Prepare benchmark reporting Responsible for oversight of clients’ compliance needs Prepare and present presentation materials for all client meetings and direct team members’ roles within those presentations
Requirements
- 7+ years of experience within employee benefits, human resources, or a related field
- High school diploma required, college degree preferred
- Proficiency in MS Office
- Excellent written and oral communication skills
- Excellent organizational and prioritization skills
- High attention to detail essential
- Proven ability to work independently and take leadership on accounts
- Proven ability to support new business development
- Mastery presenting to clients and their employees
- Financial background or acumen preferred
- Ability to mentor other team members
- Professional designation(s) preferred
- Industry or community involvement preferred
- Life, Accident, and Health License
Responsibilities
- Manage and retain assigned book of benefits accounts
- Provide oversight and direction to other assigned team members
- Be responsible for account retention that meets or exceeds annual goals
- Identify opportunities for cross-sell and up-sell of HUB products and services when appropriate for the clients’ needs
- Be knowledgeable of changes in the insurance industry; and regularly attend industry events, seminars, or conferences
- Intervene to resolve escalated and/or complex service issues
- Negotiate and advocate on clients’ behalf with insurance carrier representatives
- Appropriately document transactions with clients and carrier representatives
- Participate or assist in the new business process
- Work independently, as well as delegate workflow to the service team
- Review contracts, plan documents, and plan summaries for accuracy
- Prepare benchmark reporting
- Responsible for oversight of clients’ compliance needs
- Prepare and present presentation materials for all client meetings and direct team members’ roles within those presentations
Benefits
- A rewarding job that helps local businesses in the community
- Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
- Generous time-off policies
- A work/life balance because that’s important for all of us
- Learn from the expertise of your coworkers
- Growth- HUB is growing, and so can your career
- Be part of a motivated team
- Additional benefits based on qualifications of applicant
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
