Employee Benefits Account Executive

HUB International•Argyle, TX

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 staying informed about legislative updates and advising clients about their effects on plan design and costs. The Account Executive develops current, referral, and new client relationships; leads benefits reviews and RFP processes; and develops and communicates renewal strategies. The role coordinates proposals, vendor information, client presentations, renewals, and sold-business case completion with Producers, Account Managers, Marketing Assistants, vendors, and clients. It also supports client service and enrollment activities, presents mid-year reviews, prepares monthly Critical Path reports, and travels to client or prospect locations as required. The position requires knowledge of employee benefits and group insurance products, strong communication and presentation skills, organizational and multitasking abilities, and a Group I life and health license. A bachelor’s degree is preferred, as is self-funding experience. HUB offers training, licensing support, and ongoing development opportunities. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

Requirements

At least 5 years of related experience in employee benefits.
Group I license for life and health required.
Knowledge of health and related group insurance products, general financial practices, policy servicing, and application processing.
Proficiency with word-processing software such as Word and spreadsheet software such as Excel.
Ability to learn Benefit Point.
Ability to develop and prepare spreadsheets and prepare proposals using word-processing or computerized presentation packages.
Organization, attention to detail, dependability, flexibility with changing priorities, and ability to handle multiple tasks.
Excellent interpersonal, oral, written, and presentation skills, including formal presentations and speaking confidently before clients and groups.
Ability to prepare business letters, memos, summaries, and reports using prescribed formats and correct writing conventions.
Leadership, sales, teamwork, and customer-service orientation.
Good decision-making ability and ability to use independent and abstract thinking as needed.
Ability to apply commonsense understanding to carry out written, oral, or diagrammatic instructions.

Nice To Haves

Bachelor’s degree.
Self-funding experience.

Responsibilities

Develop current, referral, and new clients.
Lead 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, initiate the renewal process, request renewals from vendors, and discuss renewal options with clients.
Prepare RFP paperwork for renewing clients and prospects for 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 their questions and problems to help close sales.
Provide or coordinate client service with Account Managers as needed.
Communicate case status to Producers, Marketing Assistants, Account Managers, and clients.
Ensure sold-business cases are completed with Account Managers and Marketing Assistants.
Prepare monthly Critical Path reports.
Present client mid-year reviews.
Stay current on products, marketing concepts, and relevant legislation; attend continuing education courses and seminars.
Travel to prospect and client locations as required for sales calls, enrollment meetings, policy or contract delivery, problem resolution, and relationship-building.
Back up Account Managers as needed by corresponding with clients, resolving issues, providing guidance, conducting enrollment meetings, and providing ongoing support.