Account Executive
2 days ago
We are seeking an experienced Account Executive to join our team at HUB International. As an Account Executive, you will play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services.
Key Responsibilities- Manage assigned book of business, develop client relationships, and meet strategic objectives to grow and retain clients
- Help develop and implement client benefits strategies
- Prepare plans to identify short- and long-term needs
- Interface with clients at various levels to understand objectives and requirements
- Maintain regular interactions with clients to develop relationships and advise on new product and service offerings
- Ensure all services are implemented according to project plans and meet quality standards
- Act as the "quarterback" directing the account team on client work and deliverables
- Coach and mentor the service team on RFP and marketing processes, strategies for new and renewing plans, and other aspects of open enrollment
- Work with clients to identify wellness initiatives and develop alternatives
- Offer and implement value-added services
- Develop client 3-5 year strategic plans
- Be the team point person for client escalations and issues
- Understand and explain carrier renewals for assigned clients
- Stay current on compliance initiatives and changes in legislation impacting employee benefit programs
- Bachelor's degree
- 5+ years of related experience in a brokerage environment
- Experience supporting the large group market (100+ lives)
- Self-funding experience preferred but not required
- Experience as a strategic lead for accounts
- Valid CA Life Agent license
- Problem-solving, project management, customer service, industry knowledge, computer skills, relationship management, and leadership skills
HUB International is a leading insurance brokerage and financial services firm. We are proud to be designated "Top Workplaces 2023" for the 4th consecutive year. Our team is dedicated to providing our clients with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions.
We offer a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401(k) plan, and more.
We are an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or veteran's status.
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