Employee Benefits VP, Strategic Account Executive

Hub International Insurance•Omaha, NE

1d•Onsite

About The Position

As a VP, Strategic Account Executive, you will be responsible for providing complete service and benefit management of True Group clients (>100 lives). This includes serving as a liaison between the client, the firm and the carriers. This role demands a consultative and collaborative approach, working closely with the Employee Benefits Practice Leader, Sales Leader, and Operations Leader to foster a positive and supportive culture that rewards high performance, celebrates achievements, and promotes a creative learning environment aligned with HUB's values.

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

Serves as primary relationship manager for a portfolio of complex True Group clients (>100 lives), ensuring high levels of client satisfaction and retention.
Provides strategic consulting to clients on benefit plan design, funding strategies, carrier negotiations, compliance, and overall program management.
Leads mid-year, quarterly, and annual client meetings to review plan performance, claims experience, and renewal strategy; develops and presents renewal and bid reports using professional consultative techniques.
Negotiates on behalf of clients for optimal pricing and contract terms with carriers; evaluates and negotiates commission structures as appropriate.
Develops and executes employee communication strategies in partnership with the Account Manager, including preparation and delivery of benefit materials, meetings, and webinars.
Ensures overall coordination of plan changes and due diligence so that no insured individual loses coverage during transitions or renewals.
Serves as a knowledgeable point of contact for client and carrier inquiries related to compliance, legislative updates, claims, plan provisions, and procedural matters.
Reviews and approves plan documents (master policy, SPD, ASA, etc.) for accuracy and completeness; provides carrier direction as needed.
Coordinates ERISA and other legislative compliance requirements; works with analysts on Form 5500 filings and client guidance.
Identifies and pursues cross-selling opportunities with other HUB specialties, including P&C, Retirement, and Personal Lines.
Maximizes existing client relationships to identify expansion opportunities and strengthen retention.
Supports Great Plains EB Producers during the sales process by providing technical expertise and consultative insight as needed.
Provides informal guidance and mentorship to Associate SAEs, Account Managers, and Financial Analysts supporting assigned client accounts.
Assists with the training and professional development of junior team members as needed.
Collaborates with EB leadership and peers to support a high-performance, client-focused team culture that reflects HUB’s values.
Assists in client retention efforts across other Great Plains EB teams as needed.
Cultivates and maintains strong working relationships with assigned carriers and vendors, with a focus on driving positive client outcomes related to cost, contracts, and service.
Stays current on changes in the insurance industry, carrier landscape, and relevant legislation; communicates updates and recommendations to clients and team members.
Provides analytical and reporting support across the client portfolio, including renewal analysis, claims experience, mid-year planning, stewardship, and utilization reporting.
Assists with creation of custom reports and complex data analysis to respond to client inquiries, including plan cost variances, plan change analysis, and claim projections.
Assists with preparation and review of renewal information, bid specifications, carrier proposals, and commission schedules.
Creates an atmosphere of high morale, ethics, and professionalism; maintains confidentiality of client and firm information.
Participates in professional or civic organizations as requested; cultivates an ethical and reputable presence in the community.
Responds to requests for information, reports, or research from other departments or firm management.
Travels on company business as required.
Other duties as assigned.