Employee Benefits Account Executive

HUB International • Fort Worth, TX

3d

About The Position

The Employee Benefits Account Executive recommends appropriate lines of coverage, monitors clients’ plan expenditures throughout the year, and recommends cost-control measures when needed. The role requires keeping current on legislative updates and advising clients about their effects on plan designs and costs.

The Account Executive develops current, referral, and new clients; leads benefits reviews and RFP processes through strategic planning; and develops and communicates renewal strategies. The role participates in new-business and renewal sales, coordinates proposal and vendor information, presents recommendations to clients, and helps resolve questions and problems. It also coordinates client service with Account Managers, communicates case status to internal partners and clients, supports completion of sold cases, prepares monthly Critical Path reports, and presents mid-year client reviews.

The position involves ongoing learning about products, marketing concepts, and legislation, including continuing education and seminars. Travel to prospect and client locations is required as needed for sales calls, enrollment meetings, policy or contract delivery, problem resolution, and relationship-building. The Account Executive also backs up Account Managers with client correspondence, issue resolution, guidance, enrollment meetings, and ongoing support.

Requirements

• College degree in business or a related field plus two years of work experience preferred.
• Knowledge of health and related group insurance products, general financial practices, policy servicing, and application processing.
• Group I life and health license required.
• Proficiency with Word and Excel; ability to learn Benefit Point.
• Ability to develop and prepare spreadsheets and prepare proposals using word-processing or computerized presentation software.
• Organization, attention to detail, dependability, flexibility with changing priorities, and ability to handle multiple tasks.
• Excellent interpersonal and oral, written, and presentation communication skills, including formal presentation ability and confidence speaking before clients and groups.
• Ability to prepare business letters, memos, summaries, and reports using prescribed formats and correct grammar, punctuation, diction, and style.
• Leadership, sales, teamwork, and customer-service orientation.
• Good decision-making ability and capacity to use independent and abstract thinking as needed.
• Ability to supervise others.
• Ability to apply commonsense understanding to carry out written, oral, or diagrammatic instructions.

Nice To Haves

• College degree in business or a related field plus two years of work experience is preferred.

Responsibilities

• Develop current, referral, and new clients.
• Provide benefits review and RFP processes through strategic planning; develop and communicate renewal strategies to clients.
• Participate in selling new business and renewals to clients and prospects.
• Track client and policy renewal dates, begin renewal processes in a timely manner, request renewals from vendors, and discuss renewal options with clients.
• Prepare and distribute RFP paperwork for renewing clients and prospects across group life, health, disability, wellness, EAP, AD&D, and other available group benefit products, in accordance with state and federal regulations.
• Consolidate RFP data and vendor product information for client presentations.
• Present to clients and resolve questions and problems to close sales.
• Provide or coordinate client service with Account Managers as needed.
• Communicate case status with Producers, Marketing Assistants, Account Managers, and clients.
• Ensure sold business cases are completed in conjunction with Account Managers and Marketing Assistants.
• Prepare monthly Critical Path reports.
• Present client mid-year reviews.
• Stay current on products, marketing concepts, and related legislation; attend continuing education courses and seminars.
• Travel to prospect and client locations as needed for sales calls, enrollment meetings, policy or contract delivery, problem resolution, and goodwill.
• Back up Account Managers as needed by corresponding with clients, resolving issues, providing guidance, conducting enrollment meetings, and providing ongoing support.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans.
• Generous paid time off, paid parental leave, and a wellbeing program.
• Collaborative culture, community impact through HUB Gives, and opportunities for career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level