Account Executive Major Markets; lives

We Are The Perfect Fit If You

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self‑starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others

The Account Executive (AE) provides consultative account management and brokerage services to large‑group employee benefits clients with 1,000‑5,000+ lives. The AE works alongside Producers and is principally responsible for overseeing management of assigned accounts as the technical expert and broker‑consultant across complex, multi‑carrier benefit programs including fully insured, self‑funded, and level‑funded arrangements. The AE partners with appropriate decision makers, provides proactive consultation, insurance program design, carrier interface/marketing, coordination of risk control resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.

• Serves as a consultant to Major Market clients, with principal responsibility for retention. Acts as the technical expert on plan design, funding strategy, carrier marketplace, and compliance for accounts with 1,000–5,000+ lives. In some instances, also holds primary responsibility for client relationship management.
• Establishes and maintains strong relationships with C-level and senior HR decision-makers, demonstrating detailed knowledge of each client’s business, industry, and benefit exposures.
• Directly oversees delivery of all HUB services throughout the policy cycle, including stewardship reports, claims reviews, carrier meetings, coverage outlines, and marketing of renewal and emergent coverage requests.
• Leads carrier marketing, underwriting negotiations, and RFP processes for large-group accounts, including stop‑loss placement and evaluation of self‑funded and level‑funded alternatives.
• Conducts annual reviews with clients, making coverage and cost‑containment recommendations focused on reducing total cost of risk across complex benefit programs.
• Maintains strong relationships with carrier marketing, underwriting, and risk control staff, with detailed familiarity of each carrier’s products and appetite for major market business.
• Ensures Producers are fully informed and prepared for all client meetings and interfaces to competently manage the client relationship.
• Works cooperatively with CSS colleagues to deliver client services, using the interface as an opportunity to teach, train, and mentor team members. Provides performance feedback to the Client Services Manager.
• Identifies opportunities for cross‑sell and up‑sell of HUB products and services—such as stop‑loss, executive benefits, voluntary/worksite, pharmacy consulting, and population health solutions. Documents competitive intelligence on other providers.
• Manages HUB Top 200 process for assigned accounts.
• Maintains current receivable status for assigned clients; undertakes proactive collection efforts for receivables 30+ days past due.
• Complies with HUB systems, procedures, and state/federal insurance regulations. Leverages HUB resources and tools available via HUB Today.
• Is actively involved with professional and/or civic associations on behalf of HUB.

• Active Life & Health License
• 5‑7+ years of employee benefits account management or consulting experience, some of which servicing Major Markets (1,000+ lives)
• Demonstrated expertise with self‑funded and level‑funded plan arrangements, stop‑loss marketing, and large‑group underwriting concepts
• Experience influencing C-level executives and presenting to senior HR leadership at large employers
• Exceptional written and verbal communication skills, including the ability to design and deliver group presentations
• Proficiency with Microsoft Office Suite
• Strong organizational skills with the ability to manage competing demands across multiple large-group…