Employee Benefits Account Executive

HUB International•Dallas, TX

1d•Hybrid

About The Position

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here. Position Summary: The Employee Benefits 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

5+ years of related experience within a brokerage environment
Experience supporting the large group market (100+ lives)
Knowledgeable of health and related group insurance products, general financial practices, policy servicing and application processing.
Group I license for life and health required.
Word-processing Software (Word)
Spreadsheet (Excel)
Ability to learn Benefit Point
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 apply commonsense understanding to carry out instructions furnished in written, oral, or diagrammatic form.

Nice To Haves

Bachelor’s degree preferred
Self-funding experience is preferred but not required

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.
Provide or coordinate client service with Account Manager(s) as needed.
Communicate case status with Producer, 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 to continue career growth.
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.