Employee Benefits Account Executive
HUB International
- # Employee Benefits Account ExecutiveSolicitarremote type: Onsitelocations: Casper, WY: Buffalo, WY: Sheridan, WY: Cheyenne, WY: Jackson Hole, WYtime type: Full timeposted on: Publicado hoyjob requisition id: R0036763OverviewHUB International is one of North America’s largest insurance brokerages, offering the strength and resources of a large firm with the local service and entrepreneurial culture of community-based teams. We are dedicated to protecting and empowering our clients through personalized risk solutions and a shared commitment to the communities we serve.The Employee Benefits Account Executive (AE) will provide professional, courteous account management and consultative services to assigned clients. You have the primary responsibility for account strategy, the client relationship, and client retention. Working alongside Sales Executives and Account Managers (if available), the AE is principally responsible for overseeing management of assigned accounts. This includes interfacing with appropriate decision makers, proactive consultation, benefit program design, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.Essential Duties and ResponsibilitiesThe essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.* Direct and manage all service aspects of assigned accounts, ensuring accuracy and responsiveness to client needs* Maintain all client records* Maintain positive carrier relationships* Interpret technically written material and forms and through a variety of differing procedures and resources* Participation in special projects as available and assigned* Assist clients with claim resolution, appropriate coverage changes inform and educate about coverage, exclusions, and exposures.* Responsible for all client inquiries, communications from insured and/or carriers and vendors, conflict resolution, and compliance on client deliverables.* Working alongside and cooperatively with Producer/Sales Executive, if assigned on accounts, serve as the HUB’s primary consultant to the client. The Producer/Sales Executive has the primary responsibility for client relationship management and initiating new sales. The AE has the primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances, no Producer/Sales Executive will be assigned, and the AE also is primarily responsible for the client relationship management.)* Ensure Producer/Sales Executives are fully informed about, and prepared for all client meetings and interfaces to be able to manage the client relationship competently and proactively* Directly oversee and coordinate the delivery of HUB’s entire value proposition to assigned clients throughout the lifecycle, including but not limited to stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and a multi-year strategy, Compliance, Data Analytics and Underwriting, Employee Communications, Health and Performance, Technology, and Voluntary Benefits* Follow an annual service calendar that includes but is not limited to Compliance, Health and Performance Strategy, Pre-Renewal Strategy, Renewal, and Post-Renewal Debrief/Stewardship meetings* Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g., AM, Financial Analyst, other subject matter expert, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client including but not limited onboarding new accounts, quoting new and renewal business, preparing proposal comparison spreadsheets (RFP) for presentation, and reviewing monthly renewals in advance.* Conduct annual review with clients making coverage and loss control recommendations focused on reducing the clients’ total cost of risk.* Attend prospecting meetings with Producer/Sales Executive and assist in facilitating preparation of prospect materials and onboarding once the prospect has signed the Agent/Broker of record document. Follow through on deliverables and action items as assigned.* Assist Producer/Sales Executive in account rounding and cross selling new business initiatives.* Establish and maintain strong and productive professional relationships with Executive Level and other cognizant decision makers for assigned HUB clients* Establish and maintain strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned 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. Strives to understand client’s business and industry climate and particular challenges they face* Key driver for executing critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services. 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.* Ensures that all processes and procedures are completed, accuracy and quality standards are met, and the projects are profitable, achieving minimum allowable profitability targets for their overall book of business.* Verifies and coordinates with Producer/Sales Executive to assure BAA is in place* Works with Account Managers, if available, to make sure contract and contract renewals for both new clients and existing clients are finalized, including 5500 and SAR documents, reviews all major deliverables (i.e., proposals, comparisons, marketing materials, 5500 etc.) to ensure accuracy and quality standards, agency procedures and client expectations are met.* Provides regular two-way communication between the client and team* Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations* Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation to a client’s office* Maintain HUB Values including HIPAA Compliance* Be actively involved with professional and/or civic associations on behalf of HUB* Supports, mentors, and develops account service team members (Account Managers, Benefit Specialists, Benefit Analyst, etc.).* Contribute to inter-department referrals and to sales growth of team* Review contracts and agreements for insurance coverage compliance and addresses coverage issues* Provide support in identifying client insurance needs, gaps in coverage and loss exposure* Recommend appropriate insurance coverage, implements coverage, manages timely production and delivery of renewal policies* Critically analyze and compare insurance plans to determine suitability* Negotiate terms, pricing, and conditions with carriers* Prepare and maintain accurate summaries of insurance, schedules, and proposals* Serve as a liaison between clients and carriers to resolve service issues and policy interpretation* Collaborate with Producer/Sales Executive in policy review and delivery, meets with clients and identify ways to improve client service* Serves as primary point of contact for large or complex clients* Deep product knowledge; applies judgement to non-standard situations; may help develop client strategy* Anticipates issues and proactively resolves complex problems, often without direct supervision* Leads cross-functional collaboration and mentors team members* Strengthen relationships with other departments and take the lead on integrated projects that impact multiple areas of the business* Highly autonomous; expected to manage all aspects of client accounts independently* Owns and grows relationships with key or strategic clients* Contributes to or leads strategic account planning and development* Employees are expected to demonstrate proficiency in Microsoft Office applications, including Word, Excel, Outlook, and PowerPoint, as these tools are commonly used for communication, data management, reporting, and daily task execution.* Employees are expected to maintain a professional, respectful, and courteous demeanor in all workplace interactions. Creating a collaborative and inclusive environment depends on clear communication, mutual respect, and accountability in daily conduct.* All employees are expected to act with integrity and uphold the highest ethical standards in their work. This includes safeguarding confidentiality, demonstrating honesty, and adhering to company policies and applicable laws in all business practices.* Effective time management is essential to success in this role. Employees are expected to prioritize responsibilities, manage deadlines, and adapt to changing priorities while maintaining a high level of accuracy and productivity.* This role requires regular use of hands and fingers, the ability to sit and communicate effectively, and occasional lifting of up to 10 pounds. Close visual focus on a computer monitor is needed. Reasonable accommodations may be made to support individuals with disabilities.* To meet evolving business needs, employees may be assigned additional responsibilities as appropriate and at the discretion of management. These duties may fall outside the scope of the primary job functions and are intended to support team operations, address workload fluctuations, or respond to organizational priorities.Licensing or Certification RequirementsMUST hold current Life/Health License in resident state; includes maintaining by meeting all continuation education and other requirementsMust have Level 2 designation and be working towards Level 3 designation as defined in Employee PlaybookWork and Education Experience Requirements* 5- 7 years’ applicable Employee Benefits experience* Experience with influencing executives within an organization* High school diploma or equivalency; Four-year college degree preferredTraining RequirementsEmployees are expected to engage in training and onboarding activities relevant to their role and responsibilities. This includes learning tools, systems, and policies as part of HUB’s commitment to structured development and continuous improvement.* Department and Position Specific Training* Microsoft Office Applications* Office Etiquette* Ethics* Time Management* Advanced Customer Service* Advanced Leadership Skills* E and O BasicsAdditional/Preferred* Level 3 Designation* Any additional designations/specializations* Supervise support team* Participate in training of new hires or less experienced teammatesHUB International is an equal opportunity employer committed to a workplace free from discrimination and harassment. Employment decisions are made based on merit and business needs, and all employees are expected to uphold our values of inclusion, professionalism, and respect for others.Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 75%Required Education: Bachelor's degree (4-year degree)
- J-18808-Ljbffr HUB International
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Employee Benefits Account Executive in Jackson, WY vacancy
- ...empowering our clients through personalized risk solutions and a shared commitment to the communities we serve. The Employee Benefits Account Executive (AE) will provide professional, courteous account management and consultative services to assigned clients. You have...SuggestedContract workWork at officeLocal area
HUB International
Jackson, WY4 days ago - HUB International is seeking an Employee Benefits Account Executive responsible for managing client accounts and providing professional consultative services. This role requires deep knowledge of client relationships and insurance risk management to ensure proper service...SuggestedFull time
$177.69k
...Senior Account Executive Jackson, WY This isn't a traditional sales role; it's a chance to build and operate a hyperlocal magazine in... ...the content comes from the community itself. Local businesses benefit by connecting directly with these engaged homeowners. High...SuggestedLocal areaWork from homeHome officeFlexible hoursThe N2 Company
Jackson, WY1 day ago$100k
Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience. Slice Merchant Services offers innovative payment processing solutions to merchants. Slice has put together a comprehensive package of products...SuggestedLocal areaSlice Merchant Services
Jackson, WY5 days ago$62.3k
...one/many of our 40+ resorts. Other Employee Benefits ~ Paid SICK time ~ Paid PTO after... ...Summary Job Summary: Execute a high-quality menu. Learn, work, and... ...handling knowledge Food costing and accountability Preferred: Excellent people skills...SuggestedFull timeSummer workCasual workSeasonal workFlexible hoursShift work$104.13k - $127.27k
...to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products... ..., industries, markets, financial and economic concepts Benefits Healthcare (medical, dental, vision) Basic term and optional term...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per weekU.S. Bank
Jackson, WY1 day ago$95k
...rooms, locker areas, and retail spaces. ABOUT OUR BENEFITS Company Benefits and Perks Full Time Part Time... ...Eligible Eligible Sick Time Eligible Eligible Employee Dining Discounts Eligible Eligible Eligible...Full timePart timeSeasonal workWork at officeLocal areaFlexible hoursAfternoon shiftTrailborn
Jackson, WY4 days ago$42 - $45 per hour
...success which is why we provide top industry pay, comprehensive benefits, and a path of upward mobility via career training and... ...codes and overseeing construction projects. Promptly reporting employee injuries is also part of this role. Troubleshooting and repair...Weekly payFull timeStart working todayWork at officeLocal areaFlexible hoursNight shiftWeekday workRPM Living
Jackson, WY4 days ago- ...deliver these exceptional guest experiences is through a world-class employee experience and company culture.At Four Seasons, we believe in... ...in the United States Must be fluent in English. Benefits! ~ Discounted housing available ~ Employee Travel Program...All shiftsFlexible hours
Four Seasons Hotels Limited
Jackson, WY3 days ago - ...take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and... ...overtime to the extent necessary (typically no more than 5%). Benefits Incentive and Benefits: This role is eligible to participate...
Hillcrest Bank
Wilson, WY4 days ago - ...Job Description Job Description Benefits: License Paid by Agency Simple IRA Bonus based on performance Competitive salary... ...career, we’d love to connect. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Katie Murphy - State...Work at officeFlexible hours
$166k - $249k
...bonus potential. ~401(k) plan with employer match. ~ Paid parking and transportation benefits. ~ Comprehensive health and wellness benefits, including: ~ Health savings accounts (HSA) ~ Flexible spending accounts (FSA) ~ Medical, dental, and vision coverage...Full timeWork at officeFlexible hours$25 - $30 per hour
...experience ● Health Insurance ● 401K ● Performance Bonus Additional: ● Be provided a company vehicle ● There is an additional possibility for housing Benefits: ~401(k) ~ Dental insurance ~ Health insurance ~ Vision insurance E04JI801vo06402rgo2...Hourly payFull timeFirewise Landscapes Inc
Jackson, WY20 days ago- ...offer our new Building Maintenance Supervisor: Competitive Medical Benefits Package and 401(k) Competitive Wages and Flexible Schedules Complimentary Fitness Center Access, Bus Pass, and Employee Shift Meal Discounts at our Spas, Spur Restaurant & Bar, and...Flexible hoursShift work
Hotel Terra & Teton Mountain Lodge, by Noble House
Teton Village, WY3 days ago $75k
..., and events teams to ensure successful execution of group and event business. Communicate... ...contracts, and managing client accounts Proficiency with sales CRM systems... ...inclusive and supportive workplace for all employees. We do not discriminate based on race, color...Full timeWork at officeLocal areaFlexible hoursAfternoon shiftTrailborn
Jackson, WY2 days ago- ...guest experiences is through a world-class employee experience and company culture. At... ...process reservations, room assignments, guest accounts, and daily reports. Accept, modify,... ...to work in the United States. Benefits! ~ Discounted housing available ~...Work at officeLocal areaFlexible hoursShift workNight shiftDay shiftAfternoon shift
Four Seasons Hotels
Teton Village, WY8 days ago $60k - $65k
...an Equal Opportunity Employer. We celebrate diversity and are committed to fostering an inclusive and supportive workplace for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability...Full timeWork at officeLocal areaFlexible hoursShift workDay shiftAfternoon shiftTrailborn Hotels & Resorts
Jackson, WY3 days ago- Globalelitecareers is seeking motivated individuals for a remote opportunity to help clients understand their financial protection options. You’ll work with inbound leads, no cold outreach, and have the potential for strong income based on performance. If you’re competitive...Remote jobFull timePart timeFlexible hours
$30 - $40 per hour
...license & clean driving record is required An educational background in the horticulture, arboriculture, or landscape industry is a benefit Compensation: ~$30 to $40 per hour plus commission based compensation ~ Benefits include health care and 401K...Hourly payFor contractors- ...committed to delivering top-tier supplemental benefits plans to small and medium-sized businesses and their employees. Our culture revolves around fostering genuine... ...implement our proven sales process, ensuring seamless execution in the field. Within the first 90 days, you'll...Weekly payWork experience placementLocal area
- ...Description Job Description Company Overview: At Executive Financial Partners, we are looking for a top performer... ...tailored supplemental insurance solutions that protect their employees and strengthen their benefits package. Conduct one-on-one consultations with...For contractorsSelf employment
- ...individual will help drive service quality, operational excellence, employee development, and departmental performance throughout the... ...Lead by example through professionalism, craftsmanship, and accountability. Guest Service & Business Performance Provide professional...Full timeSeasonal workWeekend work
CoolWorks.com - Jobs in Great Places®
Teton Village, WY1 day ago - ...community through place-based education. Across multiple campuses, employee housing units, vehicles, and outdoor learning spaces in the... ...programs, school operations, and residents. Support team accountability by clarifying expectations, checking progress, addressing...For contractorsCasual workSeasonal workWork at officeAfternoon shiftEarly shift
- ...expectations Promote a culture of safety, accountability, service, collaboration, and continuous... ...presentations, and project updates for executive leadership and the Board of Directors... ...planning, facilities development, employee housing, fleet management, or infrastructure...Contract workFor contractorsWork at officeAfternoon shiftEarly shift
$70k - $100k
...the connective thread between vision and execution, making sure each booking is positioned... ...travel, wellness groups, local business accounts, and business transient opportunities.... ...the nature of the hospitality industry, employees may be required to work varying schedules...Contract workSeasonal workWork at officeLocal areaRemote workShift workNight shiftAfternoon shift- ...genuine heart. We know that the best way to enable our people to deliver these exceptional guest experiences is through a world-class employee experience and company culture. About the location: No matter the season, Jackson Hole offers a lifestyle built around outdoor...
Four Seasons
Teton Village, WY2 days ago - Job Description Job Description About Company: Join Trailborn, the Official Hotel of the Great Outdoors™, as we reimagine modern hospitality in America's most iconic destinations–where design meets discovery, and every stay inspires connection, adventure, and memories...
- Job Description Job Description Salary: GUEST SERVICES SUPERVISOR at the RUSTY PARROT LODGE About the Position The Guest Services Supervisorplays a crucial role in creating an exceptional guest experience and maintaining the hotel's reputation for excellence...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Employee Benefits Account Executive. Be the first to apply!
