Account Executive, Health Insurance Brokerage
Job Summary
AboutSpecialtyProgramGroup(SPGLife&Annuity):
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Account Executive Health Brokerage
We are seeking a motivated and client-focused Account Executive to join our Health Brokerage team. Reporting to the Health Brokerage Sales Vice President this individual will play a key role in both retaining our existing book of business and driving new sales growth. This is an excellent opportunity for a results-oriented professional who thrives in a collaborative environment and is passionate about helping businesses find the right health insurance solutions.
Responsibilities:
Develop and maintain proficiency in our full carrier and product portfolio including fully-insured level-funded and self-funded plan designs
Support the Health Brokerage Sales VP with day-to-day sales activities client calls and account strategy
Prepare benefit illustrations proposals and presentations tailored to employer group needs
Respond to inbound service inquiries from agent partners and employer clients including questions related to benefits billing and plan changes
Identify cross-sell and upsell opportunities within the existing book of business; assist in driving new client acquisition through referrals and outreach
Build and maintain strong relationships with agent partners HR contacts and key decision-makers
Coordinate marketing campaigns and sales outreach initiatives including email communications events and collateral distribution
Maintain accurate and up-to-date records in CRM systems tracking client interactions pipeline activity and upcoming renewals
Support the annual renewal process by preparing renewal analyses and coordinating carrier communications
Competencies:
Required -
Proficiency in Microsoft Office Suite (Outlook Excel PowerPoint Word)
Strong verbal and written communication skills with a professional client-first approach
Demonstrated ability to manage multiple priorities with accuracy and follow-through
Preferred -
Experience with CRM platforms (Salesforce Applied Epic or similar)
Knowledge of small group and mid-market health insurance markets
2 years of experience in health insurance employee benefits or a related sales support role
Active Life & Health insurance license or ability to obtain within 90 days of hire
Benefits Offered:
Medical insurance
401k
Vacation/sick time
3 Personal days/ 2 floating Holidays
12 paid holidays
Life insurance
Dental insurance
Vision insurance
Industry Specific Education Reimbursement
Flexible work hours
Compensation:
Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $70000 to $80000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions 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.
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Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.