Account Executive, Health Insurance Brokerage

About Specialty Program Group (SPG Life & Annuity): SPG Life & Annuity Insurance Solutions is a national life insurance and annuity distribution platform and a division of Specialty Program Group (SPG).

• 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.

• 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
  • 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
• Preferred:
  • Experience with CRM platforms (Salesforce, Applied Epic, or similar)
  • Knowledge of small group and mid‑market health insurance markets

• Medical insurance
• 401(k)
• Vacation/sick time
• 3 personal days or 2 floating holidays
• 12 paid holidays
• Life insurance
• Dental insurance
• Vision insurance
• Industry specific education reimbursement
• Flexible work hours

The expected salary range for this position is $70,000 to $80,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s 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.

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 veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program:
We endeavor to make this website accessible to any and all users.