Employee Benefits Account Executive

HUB International • Cheyenne, WY

5d

About The Position

The Employee Benefits Account Executive provides professional, courteous account management and consultative services to assigned clients. The AE is primarily responsible for account strategy, client retention, and—depending on account assignments—client relationship management. Working with Sales Executives, Account Managers, and other HUB colleagues, the AE oversees assigned accounts, serves as a technical expert and broker-consultant, interfaces with decision makers and carriers, advises on benefit program design, and negotiates coverage terms and conditions.

The role coordinates delivery of HUB’s services across the client lifecycle, including compliance, analytics and underwriting, employee communications, health and performance, technology, voluntary benefits, risk control, claims reviews, carrier meetings, and renewal and stewardship activities. The AE ensures client deliverables are accurate, timely, professional, and consistent with client needs, agency procedures, and profitability targets. The position also supports prospecting, onboarding, cross-selling, team development, and integrated projects.

Employees are expected to comply with HUB systems, procedures, applicable insurance regulations, HIPAA requirements, and ethical standards. The role requires effective communication, time management, Microsoft Office proficiency, and a professional, collaborative demeanor. It involves regular use of hands and fingers, sitting, communicating, close visual focus on a computer monitor, and occasional lifting of up to 10 pounds. Reasonable accommodations may be made. Additional responsibilities may be assigned as business needs evolve.

Requirements

• 5–7 years of applicable Employee Benefits experience.
• Current Life/Health License in the resident state, maintained by completing continuing education and other requirements.
• Level 2 designation and actively working toward Level 3 designation, as defined in the Employee Playbook.
• Experience influencing executives within an organization.
• High school diploma or equivalency.
• Proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint.
• Ability to communicate effectively orally and in writing, including delivering group presentations.
• Ability to manage priorities, deadlines, and changing priorities while maintaining accuracy and productivity.
• Ability to uphold confidentiality, ethical standards, company policies, and applicable laws.
• Ability to perform regular hand and finger use, sit and communicate effectively, focus closely on a computer monitor, and occasionally lift up to 10 pounds.

Nice To Haves

• Four-year college degree.
• Level 3 designation.
• Additional designations or specializations.
• Ability or experience supervising a support team.
• Participation in training new hires or less experienced teammates.

Responsibilities

• Direct and manage all service aspects of assigned accounts, ensuring accuracy and responsiveness to client needs; maintain client records and positive carrier relationships.
• Interpret technical materials and forms using appropriate procedures and resources; participate in assigned special projects.
• Assist clients with claim resolution and coverage changes, and educate them about coverage, exclusions, and exposures.
• Manage client inquiries and communications from insureds, carriers, and vendors; resolve conflicts and ensure compliance with client deliverables.
• Serve as the primary consultant and technical expert for assigned clients, coordinating with Producers/Sales Executives when assigned and managing client relationships where no Producer/Sales Executive is assigned.
• Prepare Producers/Sales Executives for client meetings and interfaces, and coordinate the delivery of HUB’s value proposition throughout the client lifecycle.
• Coordinate stewardship reports, risk control services, carrier meetings, claims reviews, coverage outlines, and multiyear client strategies across relevant HUB service areas.
• Follow an annual service calendar covering compliance, health and performance strategy, pre-renewal strategy, renewal, and post-renewal debrief or stewardship meetings.
• Ensure client service needs and deliverables are completed promptly and professionally, including onboarding, quoting new and renewal business, proposal comparison spreadsheets, and advance review of monthly renewals.
• Conduct annual client reviews and recommend coverage and loss-control actions intended to reduce clients’ total cost of risk.
• Attend prospecting meetings, help prepare prospect materials, support onboarding after a prospect signs an Agent/Broker of Record document, and follow through on assigned actions.
• Assist Producers/Sales Executives with account rounding and cross-selling initiatives; identify opportunities to cross-sell and upsell HUB products and services.
• Build and maintain productive relationships with client executives and decision makers, and with carrier marketing, underwriting, and risk-control staff.
• Develop detailed knowledge of clients’ businesses, industries, loss exposures, insurance coverages, risk-management options, and industry challenges.
• Ensure processes, procedures, accuracy, quality, and profitability standards are met; verify and coordinate with the Producer/Sales Executive that a BAA is in place.
• Coordinate with Account Managers on client contracts and renewals, including 5500 and SAR documents, and review major deliverables for accuracy, quality, agency procedures, and client expectations.
• Maintain regular two-way communication between clients and the service team; comply with HUB systems, procedures, and state and federal insurance regulations.
• Communicate effectively orally and in writing, including designing and delivering group presentations for internal training and client sales or renewal meetings.
• Maintain HUB values and HIPAA compliance, and participate in professional or civic associations on behalf of HUB.
• Support, mentor, and develop account service team members; contribute to interdepartmental referrals and team sales growth.
• Review contracts and agreements for insurance coverage compliance, address coverage issues, and help identify client insurance needs, coverage gaps, and loss exposures.
• Recommend and implement appropriate coverage, manage timely production and delivery of renewal policies, and analyze and compare insurance plans for suitability.
• Negotiate terms, pricing, and conditions with carriers; prepare and maintain accurate insurance summaries, schedules, and proposals.
• Act as a liaison between clients and carriers to resolve service issues and interpret policies; collaborate with Producers/Sales Executives in policy review and delivery and identify ways to improve client service.
• Serve as the primary point of contact for large or complex clients, apply deep product knowledge and judgment to nonstandard situations, and proactively resolve complex issues.
• Lead cross-functional collaboration and integrated projects, strengthen relationships with other departments, and mentor team members.
• Independently manage all aspects of client accounts, own and grow key or strategic client relationships, and contribute to or lead strategic account planning and development.
• Demonstrate proficiency in Microsoft Word, Excel, Outlook, and PowerPoint; maintain professional conduct, integrity, confidentiality, and effective time management.
• Engage in role-related training and onboarding, including learning relevant tools, systems, and policies.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Competitive pay.
• Comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• Wellbeing program.
• Collaborative, high-performing culture, community impact through HUB Gives, and opportunities for career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED