Account Executive driving sales and revenue for Cohesity's AI - powered data security solutions. Collaborating with partners to exceed targets while maintaining customer satisfaction and accurate forecasting.
About the role
- Account Executive managing employee benefits accounts for Canadian clients at HUB International. Supporting and servicing clients, and facilitating the renewal process, with growth objectives in mind.
Responsibilities
- The Employee Benefits Account Executive services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues.
- Acts as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries.
- Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date and managing/ coordinating client work across the account team.
- Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review.
- Manages, organizes, and conducts client meetings when necessary.
- Manage carrier changes with the client and ensures all necessary documentation is completed accurately and timely.
- Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services.
- Oversees open enrollment assistance and communications.
- Manage new client or new line of coverage implementation.
- Stays abreast of changes in the insurance industry and other external conditions that may impact clients.
- Manage open items log - ensure outstanding items closed in timely manner.
- May travel for client meetings up to 25% of the time.
Requirements
- 5-8 years of applicable Employee Benefits experience.
- LLQP designation or working towards it.
- Advanced professional designation highly desirable (e.g. CEBS, GBA).
- Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues.
- Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting.
- Strong written and oral communication skills.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Ability to utilize and be proficient in broker management systems.
- Strong organizational, problem solving and time management skills.
Benefits
- Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
- Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
- Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
- Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
- Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
Job title
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