Account Executive Employee Benefits
Account Executive Employee Benefits
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Job Description
The Employee Benefits Account Executive (AE) will provide strategic account management and consultative services to assigned clients. You have the primary responsibility for account strategy the client relationship and client retention. Working alongside Producers and Account Managers the AE is principally responsible for overseeing management of assigned accounts. This includes interfacing with appropriate decision makers proactive consultation benefit program design carrier interface/marketing relevant collaboration with colleagues throughout HUB and negotiation of coverage terms and conditions. You are also responsible for account rounding and cross selling new business from existing accounts.
Duties and responsibilities
- Responsible for account retention while acting as the de facto technical expert and consultant (AE will be responsible for client relationship management)
- Directly oversee and coordinate the delivery of HUBs entire value proposition to assigned clients throughout the policy cycle including but not limited to a multiyear strategy Compliance Data Analytics and Underwriting Employee Communications Health and Performance Technology and Voluntary Benefits
- Follow an annual service calendar that includes but is not limited to Compliance Health and Performance Strategy PreRenewal Strategy Renewal and PostRenewal Debrief/Stewardship Open Enrollment meetings
- Ensure that all client service needs are promptly and professionally delivered either directly by the AE or via HUB colleagues (e.g. AM Financial Analyst other subject matter expert etc.. The AE is accountable for the competence timeliness and quality of all deliverables to the client
- Attend prospecting meetings with producer and assist in facilitating onboarding once the prospect has signed the Agent/Broker of record document. Willing to take a new client as requested by manager to assure book of business equalization between Account Executives
- Establish and maintain strong and productive professional relationships with CLevel and other cognizant decision makers for assigned HUB clients
- Strives to understand clients business and industry climate and particular challenges they face walks client through Needs Audit
- Key driver for executing critical path work for clients: Identify opportunities for crosssell and upsell of other HUB products and services
- Supports mentors and develops service team members Account Managers Benefit Specialists Benefit Analyst
- Works with the Account Managers to make sure contract and contract renewals for both new clients and existing client are finalized including 5500 and SAR documents reviews all major deliverables (i.e. proposals comparisons marketing materials5500 etc. to ensure accuracy and quality standards agency proceduresand client expectations are met.
- Responsible for all client inquiries communications from insured and/or carriers and vendors conflict resolution and compliance on client deliverables.
- Communicate the clients goals and represent the clients interest to the team.
- Assist clients with claim resolution appropriate coverage changes inform and educate about coverage exclusions and exposures.
- Provides regular twoway communication between the client and team
- Attend recurring client meetings trust meetings as required and follow through on deliverables and action items as assigned.
- Ensures that all processes and procedures are completed accuracy and quality standards are met and that projects are profitable achieving minimum allowable profitability targets for their overall book of business.
- Ensures KPIs are met measured and tracked
- Verifies and coordinates with Advisor to assure PSA/BAA is in place.
- Maintains positive relationships both internally and externally.
Duties and responsibilities continued
- Stay abreast of pertinent insurance and client businessrelated matters i.e. health care reform COBRA Utah Health Exchange Human Resource issues Wellness HUB today etc.
- Maintain HUB Values including HIPPA Compliance.
- Other task as discussed with the Account Executive
Qualifications
Work experience:
- 7 years working for a carrier or brokerage firm.
- License is required within 90 days of employment.
Education:
- High School Diploma
Knowledge and Skills
- Strong verbal and written communication skills
- Analytical and problemsolving abilities
- Proficient in Microsoft Office intermediate to expert user level preferred.
- Excellent organizational skills
- Ability to work well under pressure with attention to detail
- Team oriented selfstarter with ability to prioritize monitor and control workflow deadlines and be flexible
- Sense of urgency
- Understanding of benefits & benefit terminology
- Proficient typing ability
- High degree of independence and problemsolving skills
- Accurate completion of enrollment/changes which includes followup with carriers and team
Working conditions
Work is generally sedentary in nature but may require standing and walking for up to 10 of the time. The working environment is generally favorable. Lighting and temperature are adequate and there are no hazardous or unpleasant conditions caused by noise dust etc. Work is generally performed within an office environment with standard office equipment available. May travel up to 25 of the time.
Physical requirements
Must be able to lift 20 lbs.
Direct reports
None.
Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Department Account Management & ServiceRequired Experience: 57 years of relevant experienceRequired Travel: Up to 25Required Education: Bachelors degree 4year degree)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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
IC
Employment Type
Full-Time
