Employee Benefits Account Executive

HUB International•Scottsdale, AZ

1d•Hybrid

About The Position

The Account Executive (AE) will provide professional, courteous account management and brokering services to assigned clients, having the primary responsibility for account retention. Working alongside cognizant Producers (aka “Client Executives / Sales”) as assigned, the AE shall be principally responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, proactive consultation, benefits strategy design, carrier interface/marketing, coordination of resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions. The AE will interface with Account Representatives directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of clients. In general, issues related to coverage applicability, exposure evaluation, contractual requirements, and program design fall within the domain of the AE. The AE acts as the de facto technical expert and broker-consultant, ensuring Producers are fully informed for client relationship management. This role involves a detailed understanding of the client’s business and industry, regulatory considerations, and insurance solutions, as well as strong relationships with vendor partners and insurance carriers. The AE directly oversees and coordinates the delivery of all HUB services to assigned clients throughout the policy cycle, manages the renewal checklist process, identifies opportunities for cross-sell and up-sell, and ensures timely and quality client deliverables.

Requirements

At least 7 years of experience servicing large EB accounts
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

Responsibilities

Working alongside and cooperatively with Producers, if assigned on accounts, serve as HUB’s primary consultant to the client.
Ensure Producers, when assigned, are fully informed about, and prepared for all client meetings and interfaces to be able to manage the client relationship competently and proactively.
Establish and maintain strong and productive professional relationships with “C-Level” and other cognizant decision makers for assigned HUB clients.
Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable regulatory considerations, insurance coverages, and appropriate/available risk management/benefit solutions.
Establish and maintain strong and productive professional relationships with cognizant vendor partners and insurance carrier marketing, underwriting, and service teams, including a detailed familiarity with each carrier’s products and services in support of assigned clients.
Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of multi-year strategy, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests.
Work cooperatively and professionally with internal colleagues and resources to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor service team members.
Provide input and feedback to leadership as to the performance of account service staff on assigned accounts.
Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. Account Representative, Financial Analysts, etc.).
Conduct annual review w/clients making strategic recommendations focused on delivering a comprehensive benefits strategy.
Manage renewal checklist process.
Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs, initiating same.
At all times, be knowledgeable about and document what other insurance products, vendors, and services the clients are purchasing through other providers and who those providers are.
Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients.
Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting.
Possess a mastery of the various HUB resources and tools that are available.
Employ HUB resources and tools to best serve assigned clients and work with cognizant Producers.
Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations.
Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media.
Be actively involved with professional and/or civic associations on behalf of HUB.