Account Executive

THE OPPORTUNITY

Our service professionals play a vital role in supporting our clients with day‑to‑day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions.

The Account Executive develops, manages and expands relationships with employee benefit clients by performing the following duties.

• Manages assigned book of business, develops client relationships and meets strategic objectives to grow and retain clients.
• Helps 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 performance.
• Ensures all 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 Representative(s) and Benefit Analyst(s) on all client work and deliverables.
• Ensures account team is executing deliverables according to 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 value‑added services.
• Developing client’s 3‑5 year strategic plan as well as the annual planning calendar and ensuring successful execution.
• SPD wrap documents and 5500 filings.
• Strategies and execution for ACA requirements, COVID and new administration legislation.
• Provides client’s experience reporting requirements.
• Carrier and vendor management.
• Communications.
• All aspects of executing Open Enrollment.
• Provides direction on contribution modeling with Benefit Analysts.
• Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services.
• Understands and can explain all aspects of carrier renewals for assigned clients.
• Prepares and conducts financial, technical and product presentations and demonstrations.
• Shares ideas and customer needs throughout all phases of service life cycle (plan, design, integrate, install, manage).
• Keeps current on changes in legislation impacting employee benefit programs and communicates with clients on these changes.
• Is well educated on all HUB products and services.
• Coordinates with the producer on any out‑of‑scope services.

• 5+ years of related experience within a brokerage environment
• Self‑funding experience is preferred
• Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables)
• Must hold a valid CA Life Agent license.
• Problem Solving - Identifies and resolves problems in a timely manner;
  Gather and analyze information skillfully;
  Develops alternative solutions.
• Project Management – Able to develop and manage project plans;
  Communicate changes and progress;
  Complete projects on time and budget.
• Customer Service - Manages difficult or emotional customer situations;
  Respond promptly to customer needs;
  Solicit customer feedback to improve service;
  Respond to requests for service and assistance;
  Meet commitments.
• Industry Knowledge – Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAA.
• Analytica…