Employee Benefits, Account Executive

4 weeks ago

Scottsdale, United States HUB International Full time

The Account Executive (AE) will provide professional, courteous account management and brokering services to assigned clients, having the primary responsibility for account retention. Working alongside cognizant Producers (aka “Client Executives / Sales”) as assigned, the AE shall be principally responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, proactive consultation, benefits strategy design, carrier interface/marketing, coordination of resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.

The AE will interface with Account Representatives directly for assigned accounts, involving assigned individuals appropriately in service-related activities in support of clients. In general, issues related to coverage applicability, exposure evaluation, contractual requirements, and program design fall within the domain of the AE. Issues related to policy processing, maintenance of client data on the Benefit Point agency management system, routine changes (e.g. resolving routine claims issues), and other transactional or clerical work generally fall within the domain of the Account Representative.

**Responsibilities**:
Working alongside and cooperatively with Producers, if assigned on accounts, serve as HUB’s primary consultant to the client. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances, no Producer will be assigned, and the AE also is primarily responsible for client relationship management.)

Ensure Producers, when assigned, are fully informed about, and prepared for all client meetings and interfaces to be able to manage the client relationship competently and proactively.

Establish and maintain strong and productive professional relationships with “C-Level” and other cognizant decision makers for assigned HUB clients.

Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable regulatory considerations, insurance coverages, and appropriate/available risk management/benefit solutions.

Establish and maintain strong and productive professional relationships with cognizant vendor partners and insurance carrier marketing, underwriting, and service teams, including a detailed familiarity with each carrier’s products and services in support of assigned clients.

Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of multi-year strategy, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests.

Work cooperatively and professionally with internal colleagues and resources to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor service team members. Provide input and feedback to leadership as to the performance of account service staff on assigned accounts.

Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. Account Representative, Financial Analysts, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client.

Conduct annual review w/clients making strategic recommendations focused on delivering a comprehensive benefits strategy.

Manage renewal checklist process.

Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs, initiating same. At all times, be knowledgeable about and document what other insurance products, vendors, and services the clients are purchasing through other providers and who those providers are.

Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting.

Possess a mastery of the various HUB resources and tools that are available. Employ HUB resources and tools to best serve assigned clients and work with cognizant Producers.

Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations.

Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a client’s office.

Be actively involved with professional and/or civic associations on behalf of HUB.

This job description is intended to describe the level of work required

  • Employee Benefits, Account Executive

    2 weeks ago

    Scottsdale, United States findojobs.us Full time

    The Account Executive (AE) will provide professional, courteous account management and brokering services to assigned clients, having the primary responsibility for account retention. Working alongside cognizant Producers (aka "Client Executives / Sales") as assigned, the AE shall be principally responsible for overseeing management of assigned accounts,...

  • Sales Executive

    1 month ago

    Scottsdale, United States Marsh & McLennan Companies Full time

    Company:Marsh McLennan AgencyDescription:Lovitt & Touché is part of the Marsh McLennan Agency serving Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded...

  • Sales Executive

    1 week ago

    Scottsdale, United States Marsh & McLennan Companies Full time

    Company:Marsh McLennan AgencyDescription:Lovitt & Touché is part of the Marsh McLennan Agency serving Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded...

  • Sales Executive

    4 weeks ago

    Scottsdale, United States Marsh & McLennan Companies Full time

    Company: Marsh McLennan Agency Description: Lovitt & Touch is part of the Marsh McLennan Agency serving Arizona and the Western region. A subsidiary of Marsh LLC, we boast the service, innovations and experience of the world's leading insurance broker and risk management advisor, yet we retain the close-knit, community-focused culture our firm was founded...

  • Employee Benefits Account Manager

    2 weeks ago

    Scottsdale, United States South Bay Search Full time

    Seeking Employee Benefits Account Managers with experience in Ancillary lines; inclusive of Dental, Vision, Life/ADD, STD, LTD, Voluntary Benefits. **Responsibilities include**: - Pre/ Post - sale client servicing - Provide daily client services for our Ancillary business, includingprocessing policies, endorsements, invoicing, and certificates. -...

  • Employee Benefits Account Manager

    4 weeks ago

    Scottsdale, United States The Jonus Group Full time

    Job Description Employee Benefits Account Manager Job Summary Are you seeking a rewarding career in the insurance industry? A growing agency is looking for an Employee Benefits Account Manager to join their team. If you're a client-focused professional with strong account management skills and a passion for delivering exceptional service, we encourage you to...

  • Employee Benefits Account Manager

    2 weeks ago

    Scottsdale, United States South Bay Search Full time

    Job DescriptionJob DescriptionSeeking Employee Benefits Account Managers with experience in Ancillary lines; inclusive of Dental, Vision, Life/AD&D, STD, LTD, Voluntary Benefits.Responsibilities include:Pre/ Post- sale client servicing Provide daily client services for our Ancillary business, including processing policies, endorsements, invoicing, and...

  • Employee Benefits Account Manager

    2 days ago

    Scottsdale, United States South Bay Search Full time

    Seeking Employee Benefits Account Managers with experience in Ancillary lines; inclusive of Dental, Vision, Life/AD&D, STD, LTD, Voluntary Benefits.Responsibilities include:Pre/ Post- sale client servicing Provide daily client services for our Ancillary business, including processing policies, endorsements, invoicing, and certificates.Relationship...

  • Employee Benefits Account Manager

    2 weeks ago

    Scottsdale, United States South Bay Search Full time

    Job DescriptionJob DescriptionSeeking Employee Benefits Account Managers with experience in Ancillary lines; inclusive of Dental, Vision, Life/AD&D, STD, LTD, Voluntary Benefits.Responsibilities include:Pre/ Post- sale client servicing Provide daily client services for our Ancillary business, including processing policies, endorsements, invoicing, and...

  • Employee Benefits Account Manager

    1 week ago

    Scottsdale, United States South Bay Search Full time

    Job DescriptionJob DescriptionSeeking Employee Benefits Account Managers with experience in Ancillary lines; inclusive of Dental, Vision, Life/AD&D, STD, LTD, Voluntary Benefits.Responsibilities include:Pre/ Post- sale client servicing Provide daily client services for our Ancillary business, including processing policies, endorsements, invoicing, and...

  • Employee Benefits, Account Manager

    3 weeks ago

    Scottsdale, United States HUB International Full time

    HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services which makes us a leading sales and service organization in the insurance industry. This Account Management role requires an individual who is professional and who displays the...

  • Account Manager, Employee Benefits

    2 months ago

    Scottsdale, United States Holmes Murphy Full time

    We are looking for candidates to participate in the 2024 Brainery Program. The Brainery is the first step on the path to a successful career at Holmes Murphy. Our philosophy is to hire top talent, and then teach them the fundamentals of the insurance industry and our client base. You will start with training for one week in our Waukee, Iowa headquarters and...

  • Account Executive

    1 week ago

    Scottsdale, United States PeerLogic, Inc. Full time

    Position: Upsell Account Executive (AE)Location: Scottsdale, AZType: Full-TimeOTE: $134,000About Peerlogic: Peerlogic is leading the transformation of communication in the dental industry with our innovative AI technology. Our solutions are designed to enhance patient interactions, optimize front-office operations, and capture revenue opportunities for...

  • Account Executive

    2 weeks ago

    Scottsdale, United States PeerLogic, Inc. Full time

    Position: Upsell Account Executive (AE)Location: Scottsdale, AZType: Full-TimeOTE: $134,000About Peerlogic: Peerlogic is leading the transformation of communication in the dental industry with our innovative AI technology. Our solutions are designed to enhance patient interactions, optimize front-office operations, and capture revenue opportunities for...

  • Account Executive

    3 weeks ago

    Scottsdale, Arizona, United States Files Full time

    About is an enterprise secure file transfer & automation app with over 6,000 paying business customers, including Target, Canonical, UPS, Leica, DirecTV, GoPro, Marriott, and more. was bootstrapped by our founder and has been profitable since its founding in 2010. We recently raised $46.5 million of growth equity from Silicon Valley-based Riverwood Capital...

  • Account Executive

    1 week ago

    Scottsdale, Arizona, United States Files Full time

    About is an enterprise secure file transfer & automation app with over 6,000 paying business customers, including Target, Canonical, UPS, Leica, DirecTV, GoPro, Marriott, and more. was bootstrapped by our founder and has been profitable since its founding in 2010. We recently raised $46.5 million of growth equity from Silicon Valley-based Riverwood Capital...

  • Account Executive

    2 weeks ago

    Scottsdale, United States Peerlogic Full time

    Position: Upsell Account Executive (AE)Location: Scottsdale, AZType: Full-TimeOTE: $134,000About Peerlogic: Peerlogic is leading the transformation of communication in the dental industry with our innovative AI technology. Our solutions are designed to enhance patient interactions, optimize front-office operations, and capture revenue opportunities for...

  • Account Executive

    1 week ago

    Scottsdale, United States Peerlogic Full time

    Position: Upsell Account Executive (AE)Location: Scottsdale, AZType: Full-TimeOTE: $134,000About Peerlogic: Peerlogic is leading the transformation of communication in the dental industry with our innovative AI technology. Our solutions are designed to enhance patient interactions, optimize front-office operations, and capture revenue opportunities for...

  • Account Executive

    1 week ago

    Scottsdale, United States Peerlogic Full time

    Position: Upsell Account Executive (AE)Location: Scottsdale, AZType: Full-TimeOTE: $134,000About Peerlogic: Peerlogic is leading the transformation of communication in the dental industry with our innovative AI technology. Our solutions are designed to enhance patient interactions, optimize front-office operations, and capture revenue opportunities for...

  • Account Executive

    2 weeks ago

    Scottsdale, United States Peerlogic Full time

    Position: Upsell Account Executive (AE)Location: Scottsdale, AZType: Full-TimeOTE: $134,000About Peerlogic: Peerlogic is leading the transformation of communication in the dental industry with our innovative AI technology. Our solutions are designed to enhance patient interactions, optimize front-office operations, and capture revenue opportunities for...