Employee Benefits Account Executive leading client strategy and account retention for HUB, a global insurance broker. Managing clients and mentoring team members with industry expertise.
Responsibilities
Manage and retain assigned book of benefits accounts
Provide oversight and direction to other assigned team members
Be responsible for account retention that meets or exceeds annual goals
Identify opportunities for cross-sell and up-sell of HUB products and services when appropriate for the clients’ needs
Be knowledgeable of changes in the insurance industry and regularly attend industry events, seminars, or conferences
Intervene to resolve escalated and/or complex service issues
Negotiate and advocate on clients’ behalf with insurance carrier representatives
Appropriately document transactions with clients and carrier representatives
Participate or assist in the new business process
Work independently, as well as delegate workflow to the service team
Review contracts, plan documents, and plan summaries for accuracy
Prepare benchmark reporting
Responsible for oversight of clients’ compliance needs
Prepare and present presentation materials for all client meetings and direct team members’ roles within those presentations
Requirements
7+ years of relevant experience in employee benefits within a brokerage environment
High school diploma required, college degree preferred
Proficiency in MS Office
Excellent written and oral communication skills
Excellent organizational and prioritization skills
High attention to detail essential
Proven ability to work independently and take leadership on accounts
Proven ability to support new business development
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