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THE OPPORTUNITY:   

Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions.

The **Account Executive** develops, manages and expands relationships with employee benefit clients by performing the following duties. The book of business (Small Group) consists of clients with over **20-25 groups** under **100 lives** per group, with self-funded and fully insured plan types. Proficiency with self-funding is preferred.

Responsibilities:

+ Manages assigned book of business, develops client relationships and meets strategic objectives to grow and retain clients.

+ Helps to develop and implement client’s benefits strategies.

+ Prepares a plan for each account to identify what and how short and long term needs may be met.

+ Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements.

+ Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance

+ Ensures all services are implemented according to established project plans and all client deliverables meet quality standards.

+ Acts as the “quarterback” directing the account team, which may be comprised of an Account Representative(s) and Benefit Analyst(s) on all client work and deliverables.

+ Ensures account team is executing deliverables according to standards and best practices

+ Coaches and mentors the account team and provides direction to the team on:

+ RFP and marketing process, including which carriers to include in marketing and negotiating rates with carriers

+ Strategies for new and renewing plans

+ Pre-renewal and renewal timelines, project plans, meetings and presentations

+ Working with clients to identify the possibility of wellness initiatives; pulls in the Wellness Consultant/team to develop alternatives, determine specific plans and implement

+ Offering and implementing value-added services

+ Developing client’s 3-5 year strategic plan as well as the annual planning calendar and ensuring successful execution

+ SPD wrap documents and 5500 filings

+ Strategies and execution for ACA requirements, COVID and new administration legislation

+ Provides Client’s experience reporting requirements

+ Carrier and vendor management

+ Communications

+ All aspects of executing Open Enrollment

+ Provides direction on contribution modeling with Benefit Analysts

+  Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services.

+ Understands and can explain all aspects of carrier renewals for assigned clients

+ Prepares and conducts financial, technical and product presentations and demonstrations.

+ Shares ideas and customer needs throughout all phases of service life cycle (plan, design, integrate, install, manage).

+ Keeps current on changes in legislation impacting employee benefit programs and communicates with clients on these changes.

+ Is well educated on all HUB products and services.

+ Coordinates with the producer on any out-of-scope services

WHAT YOU BRING TO THE TABLE:

+ 5+ years of related experience within a brokerage environment

+ Experience supporting the small group market (100 lives and under)

+ Self-funding experience is preferred

+ Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables)

+ Must hold a valid CA Life Agent license.

+ Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions.

+ Project Management – Able to develop and manage project plans; Communicates changes and progress; Completes projects on time and budget.

+ Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

+ Industry Knowledge – Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAA

+ Analytical – Evaluate numerical and qualitative data to recommend the best alternatives to clients.

+ Computer Skills – Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits.

+ Relationship Management –Develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.

+ Team Player – Effectively works with team.

+ Leadership – Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities.

+ Provides feedback to and solicits feedback from the team

+ Some travel required

**  ** * _The expected salary range for this position is_ **_$105,000.00_** _to_ **_$115,000.00_** _and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line,_ _scope_ _and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses,_ _equity_ _and commissions for some positions._

TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.

We want to meet you!  Apply today and start your journey to a better tomorrow.

\#LI-DD

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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.

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