Employee Benefits Account Executive, SBU
HUB InternationalAbout the role
About Us
At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
General Description
As an Employee Benefits SBU Account Executive (AE) interfaces with a group of clients (a book of business) to strategize and propose viable solutions to manage the menu of benefit options that the client offers to its employees. AEs partner with clients and assist them with 1) emerging trends in employee benefits, 2) their annual renewal process, and 3) other possible options that would enhance or meet the goals of the client; the end product of this partnership is intended to add value to the client, enabling the client to be competitive in their own industry. AEs quickly assess the nature of any given problem, understand thoroughly the expectations of the client and consistently meet or exceed those expectations. AEs must contribute to and flourish in a team environment, and engage in regular professional development and continued education.
ESSENTIAL DUTIES AND RESPONSIBILITIES
In this role, you will:
- Partner with each client in the book of business. The partnership is demonstrated through:
- Attends regular and pre-planned meetings with the client;
- Understands key business issues facing the client, and brings viable solutions to the client to address those needs;
- Acts intentionally to retain clients and succeeds;
- Masterfully collects, organizes, and reviews relationship information.
- Understand thoroughly (and stays knowledgeable of) employee benefits, including plan designs, available riders, legislation, and emerging trends. Shares this knowledge with others at HUB.
- Plans and executes plan renewals, staying in regular communication with the clients while also updating them on various emerging trends and solutions for their business needs.
- Proactively manages the process being followed by the service team and immediately addresses and solves problems generated through the renewal process.
- Provides value to our clients through timely and regular presentations of additional options for their benefits package; generates new opportunities and encourages client to be innovative; alerts client to potential issues (legislative and coverage information); serves client as an educator or special speaker on benefit topics to assist employee’s being effective as possible.
- Communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
- Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
- Assesses the nature of a problem quickly, understands thoroughly the expectations of the client, and consistently meets those expectations through viable solutions.
- Request or download renewals from appropriate vendors
- Request alternate plan designs when necessary
- Prepare spreadsheet with renewal information for delivery to client
- Perform other duties as assigned
Work Experience Requirements:
- 1-3 years of experience in employee benefits including a strong knowledge of employee benefit plans, ancillary coverages, and current legislation
- Excellent communication and presentation skills (listens, speaks, and writes well); able to interact effectively with people of various responsibility and authority (employees, key contacts, executives, etc.).
- Highly organized.
- Able to manage a multitude of details (including paperwork); stays proactive while managing these issues.
- Possess a natural inclination to reach out, build relationships, and uncover issues before the client calls HUB.
- Very comfortable with typical business technology including voice mail, e-mail, word processing, spreadsheets, and presentation software.
- Strong in problem-solving and negotiation skill sets
- Ability to travel to all Carolinas office locations and client sites as needed
- Valid Life/Health Insurance Producer License preferred
- Excellent written and verbal communication skills
What We offer you:
- A rewarding job that helps local businesses in the community
- A rewarding consulting career in the healthcare industry and local business community
- Medical/dental/vision/life insurance, 401k matching program, Health Savings Accoun
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