Primary Role:
The Employee Benefits Account Executive is expected to contribute to the retention and growth of the employee benefits department by supporting the Sales and Service efforts. The Account Executive will have extensive contact with the client as an extension of the producer. Responsible for acting as quarterback for the team and key renewals.

Duties and Responsibilities:

• Develops relationships beyond the Producer’s relationship with the key decision makers
• Directs Plan Analyst/Account Manager regarding renewal/new marketing where applicable
• Presents renewal and/or new proposals to clients
• Schedules and leads client meetings and attends open enrollments
• Coordinates and directs efforts of all team members as necessary
• Strategic planning with producer and carriers regarding complex underwriting issues and strategies
• Meets with clients on a quarterly or on an as needed basis
• Rounds accounts, especially voluntary benefits
• Implement and Execute multi-year strategic plan
• Makes sure the client is aware of resources that HUB offers (minimum annually)
• Attends industry related continuing education training and courses
• Must follow HUB Broker Standards

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed.  
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information
• Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed
• Quality Management – Demonstrates attention to detail
• Project Management – Ability to lead and contribute team and adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• Bachelor’s degree preferred.
• High school diploma or equivalent required 
• At least 5-10 years of related experience working as an Account Manager in the employee benefits arena (equivalent combination of education and experience is acceptable).
• Self-Funding and fully insured experience preferred
• L&H License required or able to obtain within 120 days from hire

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Driver’s License

Dependable transportation

Public Speaking/Language Skills:

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
• Bilingual in English and Spanish a big plus.

Math Skills:

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability:

• 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 several abstract and concrete variables.

Computer Skills:

• To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

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Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

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.

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