Employee Benefits Account Executive

HUB International • Kansas City, MO

5d • Hybrid

About The Position

The Employee Benefits Account Executive is expected to contribute to the retention and growth of the employee benefits department by supporting the Sales and Service efforts. The Account Executive will have extensive contact with the client as an extension of the producer. Responsible for acting as quarterback for the team and key renewals.

Requirements

• Bachelor’s degree preferred.
• High school diploma or equivalent required
• At least 5-10 years of related experience working as an Account Manager in the employee benefits arena (equivalent combination of education and experience is acceptable).
• Self-Funding and fully insured experience preferred
• L&H License required or able to obtain within 120 days from hire
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively customers and teammates.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Proficient in Microsoft Office including Excel, Word and Power Point
• Follow guidelines on working in BMS (EPIC) for premium efficiency with your team.
• 5-7 years of relevant experience
• High school or equivalent education

Nice To Haves

• Bilingual in English and Spanish a big plus.

Responsibilities

• Develops relationships beyond the Producer’s relationship with the key decision makers
• Directs Plan Analyst/Account Manager regarding renewal/new marketing
• Presents renewal and/or new proposals to clients
• Schedules and leads client meetings and attends open enrollments if necessary
• Coordinates and directs efforts of all team members
• Strategic planning with producer and Account Manager regarding complex underwriting issues and strategies
• Meets with clients on a quarterly or on an as needed basis
• Rounds accounts, especially voluntary benefits
• Implement and Execute multi-year strategic plan
• Makes sure the client is aware of resources that HUB offers (minimum annually)
• Attends industry related continuing education training and courses
• Must follow HUB Broker Standards

Benefits

• HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

What This Job Offers

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