Employee Benefits Account Executive

Overview The individual filling the Account Executive role will be responsible for servicing a book of business that is approximately $1M in revenue. The Account Executive will provide professional, courteous account leadership and broking services to assigned clients, having the primary responsibility for account retention. Working alongside Producers and Account Managers, as assigned, the Account Executive shall be principally responsible for overseeing management of assigned accounts, including proactive consultation, insurance program design, carrier marketing, collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions. Responsibilities Work alongside and cooperatively with Producers, if assigned on accounts, serving as the HUB's primary consultant to the client. The Producer has primary responsibility for client relationship management and initiating new sales. The Account Executive has primary responsibility for retaining the account, acting as the de facto technical expert and broker‑consultant. (In some instances, no Producer will be assigned, and the Account Executive also is primarily responsible for client relationship management.) Serve as the point person for client relationships, which includes communicating with internal (service/production team) and external stakeholders on all account updates. Establish and maintain strong and productive professional relationships with C‑Level and other decision makers for assigned HUB clients. Possess a detailed knowledge of the client's business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions. Establish and maintain strong and productive professional relationships with cognizant insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier's products and services in support of assigned clients. Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests. Ensure that all client service needs are promptly and professionally delivered, either directly by the Account Executive or via HUB colleagues (e.g., Account Manager, Benefit Analysts, etc.). The Account Executive is accountable for the competence, timeliness, and quality of all deliverables to the client. Conduct annual review with clients, making coverage and loss control recommendations focused on reducing the client's total cost of risk. Identify opportunities for cross‑selling and up‑selling of other HUB products and services when appropriate for the client's needs, initiating the same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are. Work with the Producer, if assigned, or be primarily responsible for main account oversight activities. Benefits Medical, Dental, and Vision (PPO, HMO, and HSA) Comprehensive Wellness Program 401(k) Retirement Plan Life and Disability Plans Vacation, Holiday, Sick, and Personal Time Off Spending Accounts Pet Insurance Bonus Program Comprehensive Onboarding Program Continuing Education / Personal Development Programs Flexible Work Arrangements Employee Engagement Events Dress for Your Day Dress‑Code Service Awards #J-18808-Ljbffr