Senior Account Director driving brand integration and sponsorship strategies at Sunshine Sachs Morgan & Lylis. Seeking an experienced leader with strong industry relationships and creative marketing insights.
About the role
- 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
- Mastery presenting to clients and their employees
- Financial background or acumen preferred
- Ability to mentor other team members
- Professional designation(s) preferred
- Industry or community involvement preferred
- Life, Accident, and Health License
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- Voluntary insurance options
- Generous time-off policies
- Work/life balance
- Professional development opportunities
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