Account Executive - Employee Benefits
- Employer
- Hub International
- Location
- 91361, Westlake Village
- Salary
- Salary plus full benefits package
- Posted
- Jun 26, 2017
- Closes
- Aug 25, 2017
- Ref
- 4445
- Category
- Broker / Agent, Risk Management, Underwriting
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
ABOUT US:
HUB International Limited is an insurance brokerage providing an array of worldwide brokerage services including property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. HUB has more than 300 offices across the United States, Canada and Puerto Rico with more than 8,000 employees. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.
POSITION RESPONSIBILITIES:
Manages assigned book of business, develops client relationships and delivers to grow and retain clients. Partners with producer(s) to develop and implement client’s benefits strategies. Prepares a plan for each account to identify what and how short and long term needs may be met. Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements. Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on HUB;s performance Ensures all of HUB’s services are implemented according to established project plans and all client deliverables meet quality standards. Acts as the “quarterback” directing the account team, which may be comprised of an Account Manager(s), Benefit Representative(s) and Benefit Analyst(s) on all client work and deliverables. Ensures account team is executing deliverables according to HUB’s standards and best practices Coaches and mentors the account team and provides direction to the team on: RFP and marketing process, including which carriers to include in marketing and negotiating rates with carriers Strategies for new and renewing plans Pre-renewal and renewal timelines, project plans, meetings and presentations Working with clients to identify the possibility of wellness initiatives; pulls in the Wellness Consultant/team to develop alternatives, determine specific plans and implement Offering and implementing all of HUB’s value added services Developing client’s eight quarter strategy as well as the annual planning calendar and ensuring successful execution Compliance requirements and issues, including SPD wrap documents and 5500 filings Client’s reporting requirements Carrier and vendor management Communications All aspects of executing Open Enrollment Serves as highest point of escalation for issues or activities that the customer encounters with benefits programs and services. Prepares and conducts financial, technical and product presentations and demonstrations. Participates in HUB sponsored events and promotes HUB’s services and initiatives. Provides feedback to sales, account management and marketing teams for future service enhancements. Shares ideas and customer needs throughout all phases of service life cycle (plan, design, integrate, install, manage). Contributes to the quarterly and annual business forecasting by providing account trends and sharing future client needs. Keeps current on changes in legislation impacting employee benefit programs and communicates with clients on these changes. FACTORS FOR SUCCESS:
- Bachelors degree preferred
- 5 - 7 years of related experience and/or training; or equivalent combination of education and experience. Preference will be given to candidates with brokerage or insurance carrier account or sales management experience.
- Knowledge of underwriting principles along with strong mathematical and financial skill set.
- Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with abstract and concrete variables.
- Demonstrated proficiency in Microsoft Office including Excel, Word and Power Point. Knowledge and prior use of Project Management software is preferred.
- proven written and oral communication skills with the ability to effectively interact with all levels within the organization.
Join the HUB International team and watch your career grow! We offer competitive pay and a comprehensive benefits package including:
- Medical/dental coverage
- Retirement Plan with 50% company match (first 6% of contribution)
- Vacation/holiday pay
- Medical and dependent care flexible spending accounts
- And much more!
HUB International is an Equal Opportunity /Affirmative Action Employer, M/F/D/V