Senior Account Executive, Ancillary Benefits

Hub International Insurance•Berkeley Heights, NJ

35d•$150,000 - $200,000•Remote

About The Position

An ideal candidate for the Senior Account Executive position will have a robust understanding of all ancillary products, leave management and extensive experience in a carrier or brokerage account management or service role. Working in tandem with Marketing, this individual will help quarterback all large case service. For an assigned block of business, this individual will also be responsible for all ongoing account management, renewal, and sold case implementation support. Attention to detail and effective prioritization are critical for success in this role.

Requirements

Bachelor’s degree or higher
5-10 years’ experience in account management or service role within a carrier or brokerage organization
Understands ancillary products (dental, vision, life, disability, and supplemental health) and comprehensive knowledge and curiosity for leave management
Holds active life, accident, and health license
Thrives in a fast-paced environment and comfortable with organizational change
Meticulous attention to detail
Effective communicator with proven ability to collaborate cross-functionally
Self-starter who excels with minimal oversight or direction
Adaptable and capable of balancing competing priorities
Strong sense of curiosity and willingness to learn
Team-oriented mindset

Responsibilities

Accountable for servicing large group clients, serving as the quarterback and day-to-day broker contact.
Leverages ancillary benefits and leave management knowledge and expertise in carrier processes to mitigate issues and advocate for desired broker and client outcomes, to include ongoing service inquiries, plan amendments, carrier escalations, renewal negotiations, marketing, and implementation.
Manage the sold case implementation process end-to-end.
Drive the renewal process, including identifying plan benefit enhancements and other add/issue opportunities to round out revenue.
Adheres to all clearly defined best practices and Service Level Agreements (SLAs) to ensure we’re providing a timely and quality deliverable to our broker partners.
Maintains all service activities, renewal outcomes, and add/issue opportunities in the organization’s Customer Relationship Management system (CRM) to ensure seamless integration with cross-functional teams.
Builds relationships with internal colleagues as well as external broker and carrier partners.
Support internal accounting resources as needed to ensure timely and accurate revenue collection.
Implements continuous improvement initiatives with strategic direction from leadership.