Employee Benefits VP, Strategic Account Executive

HUB International•Omaha, NE

About The Position

HUB is seeking a dynamic, results-oriented professional for the role of VP, Strategic Account Executive. This position involves providing complete service and benefit management for True Group clients with over 100 lives, acting as a liaison between the client, the firm, and carriers. The role requires a consultative and collaborative approach, working closely with leadership to foster a positive, high-performance culture aligned with HUB's values of education, innovation, and continuous learning.

Requirements

Bachelor’s degree from an accredited college or university preferred
Minimum 7 years of experience in benefits brokerage, insurance or employee benefits customer service, account administration, or a related field preferred
An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
State life and health insurance license, or ability to obtain, required
Professional designation through CEBS or HIA preferred
Strong knowledge of employee benefits and the group insurance industry, including underwriting principles, carrier processes, and benefit funding strategies
Proven experience managing complex client relationships and delivering strategic benefit solutions in a consultative or client-facing environment
Working knowledge of sales and marketing principles in the context of benefits consulting or brokerage
Ability to interpret and apply benefit-related regulations (e.g., ERISA, ACA) and stay current with industry trends and legislative updates
Demonstrated success leading client meetings, delivering benefit presentations, and influencing strategic decisions across diverse stakeholder groups
Proficiency with data analysis related to premiums, claims, and plan performance; comfort with applying basic algebra and interpreting financial metrics
Excellent verbal and written communication skills, with the ability to present complex benefit information clearly and persuasively.
Highly collaborative team player with a strong sense of accountability, adaptability, and customer service orientation
Strong technology skills, with the ability to quickly adapt to new tools and leverage technology for productivity and client engagement

Nice To Haves

Professional designation through CEBS or HIA preferred

Responsibilities

Serve as the primary relationship manager for a portfolio of complex True Group clients (>100 lives), ensuring high client satisfaction and retention.
Provide strategic consulting to clients on benefit plan design, funding strategies, carrier negotiations, compliance, and overall program management.
Lead client meetings (mid-year, quarterly, annual) to review plan performance, claims experience, and renewal strategy, presenting renewal and bid reports.
Negotiate optimal pricing and contract terms with carriers on behalf of clients, and evaluate/negotiate commission structures.
Develop and execute employee communication strategies in partnership with the Account Manager, including preparing and delivering benefit materials, meetings, and webinars.
Ensure coordination of plan changes and due diligence to prevent coverage loss during transitions or renewals.
Act as a knowledgeable point of contact for client and carrier inquiries regarding compliance, legislative updates, claims, plan provisions, and procedural matters.
Review and approve plan documents (master policy, SPD, ASA, etc.) for accuracy and completeness, and provide carrier direction as needed.
Coordinate ERISA and other legislative compliance requirements, and work with analysts on Form 5500 filings and client guidance.
Identify and pursue cross-selling opportunities with other HUB specialties (P&C, Retirement, Personal Lines) and maximize existing client relationships for expansion and retention.
Support Great Plains EB Producers during the sales process by providing technical expertise and consultative insight.
Provide informal guidance and mentorship to Associate SAEs, Account Managers, and Financial Analysts supporting assigned client accounts.
Assist with the training and professional development of junior team members.
Collaborate with EB leadership and peers to support a high-performance, client-focused team culture reflecting HUB’s values.
Assist in client retention efforts across other Great Plains EB teams as needed.
Cultivate and maintain strong working relationships with assigned carriers and vendors, focusing on positive client outcomes related to cost, contracts, and service.
Stay current on changes in the insurance industry, carrier landscape, and relevant legislation, communicating updates and recommendations.
Provide analytical and reporting support across the client portfolio, including renewal analysis, claims experience, mid-year planning, stewardship, and utilization reporting.
Assist with the creation of custom reports and complex data analysis to respond to client inquiries.
Assist with the preparation and review of renewal information, bid specifications, carrier proposals, and commission schedules.
Create an atmosphere of high morale, ethics, and professionalism, maintaining confidentiality of client and firm information.
Participate in professional or civic organizations as requested.
Respond to requests for information, reports, or research from other departments or firm management.
Travel on company business as required.
Perform other duties as assigned.