Employee Benefits VP, Strategic Account Executive
HUB International
VP, Strategic Account Executive
Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you!
At HUB, we value education, innovation, and continuous learning, and we're excited to support you on your career journey.
As a VP, Strategic Account Executive, you will be responsible for providing complete service and benefit management of True Group clients (>100 lives). This includes serving as a liaison between the client, the firm and the carriers. This role demands a consultative and collaborative approach, working closely with the Employee Benefits Practice Leader, Sales Leader, and Operations Leader to foster a positive and supportive culture that rewards high performance, celebrates achievements, and promotes a creative learning environment aligned with HUB's values.
Your job responsibilities as a VP, Strategic Account Executive:
- Serves as primary relationship manager for a portfolio of complex True Group clients (>100 lives), ensuring high levels of client satisfaction and retention.
- Provides strategic consulting to clients on benefit plan design, funding strategies, carrier negotiations, compliance, and overall program management.
- Leads mid-year, quarterly, and annual client meetings to review plan performance, claims experience, and renewal strategy; develops and presents renewal and bid reports using professional consultative techniques.
- Negotiates on behalf of clients for optimal pricing and contract terms with carriers; evaluates and negotiates commission structures as appropriate.
- Develops and executes employee communication strategies in partnership with the Account Manager, including preparation and delivery of benefit materials, meetings, and webinars.
- Ensures overall coordination of plan changes and due diligence so that no insured individual loses coverage during transitions or renewals.
- Serves as a knowledgeable point of contact for client and carrier inquiries related to compliance, legislative updates, claims, plan provisions, and procedural matters.
- Reviews and approves plan documents (master policy, SPD, ASA, etc.) for accuracy and completeness; provides carrier direction as needed.
- Coordinates ERISA and other legislative compliance requirements; works with analysts on Form 5500 filings and client guidance.
- Identifies and pursues cross-selling opportunities with other HUB specialties, including P&C, Retirement, and Personal Lines.
- Maximizes existing client relationships to identify expansion opportunities and strengthen retention.
- Supports Great Plains EB Producers during the sales process by providing technical expertise and consultative insight as needed.
- Provides informal guidance and mentorship to Associate SAEs, Account Managers, and Financial Analysts supporting assigned client accounts.
- Assists with the training and professional development of junior team members as needed.
- Collaborates with EB leadership and peers to support a high-performance, client-focused team culture that reflects HUB's values.
- Assists in client retention efforts across other Great Plains EB teams as needed.
- Cultivates and maintains strong working relationships with assigned carriers and vendors, with a focus on driving positive client outcomes related to cost, contracts, and service.
- Stays current on changes in the insurance industry, carrier landscape, and relevant legislation; communicates updates and recommendations to clients and team members.
- Provides analytical and reporting support across the client portfolio, including renewal analysis, claims experience, mid-year planning, stewardship, and utilization reporting.
- Assists with creation of custom reports and complex data analysis to respond to client inquiries, including plan cost variances, plan change analysis, and claim projections.
- Assists with preparation and review of renewal information, bid specifications, carrier proposals, and commission schedules.
- Creates an atmosphere of high morale, ethics, and professionalism; maintains confidentiality of client and firm information.
- Participates in professional or civic organizations as requested; cultivates an ethical and reputable presence in the community.
- Responds to requests for information, reports, or research from other departments or firm management.
- Travels on company business as required.
- Other duties as assigned.
Qualifications:
- Bachelor's degree from an accredited college or university preferred
- Minimum 7 years of experience in benefits brokerage, insurance or employee benefits customer service, account administration, or a related field preferred
- An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
- State life and health insurance license, or ability to obtain, required
- Professional designation through CEBS or HIA preferred
- Strong knowledge of employee benefits and the group insurance industry, including underwriting principles, carrier processes, and benefit funding strategies
- Proven experience managing complex client relationships and delivering strategic benefit solutions in a consultative or client-facing environment
- Working knowledge of sales and marketing principles in the context of benefits consulting or brokerage
- Ability to interpret and apply benefit-related regulations (e.g., ERISA, ACA) and stay current with industry trends and legislative updates
- Demonstrated success leading client meetings, delivering benefit presentations, and influencing strategic decisions across diverse stakeholder groups
- Proficiency with data analysis related to premiums, claims, and plan performance; comfort with applying basic algebra and interpreting financial metrics
- Excellent verbal and written communication skills, with the ability to present complex benefit information clearly and persuasively.
- Highly collaborative team player with a strong sense of accountability, adaptability, and customer service orientation
- Strong technology skills, with the ability to quickly adapt to new tools and leverage technology for productivity and client engagement
What makes us different than all the rest?
Our Vision: To be everywhere risk exists today and tomorrow. Helping protect what matters most.
Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:
- Entrepreneurship: We encourage innovation and educated risk-taking.
- Integrity: We do the right thing every time.
- Teamwork: We work together to maximize results.
- Accountability: We measure and take responsibility for outcomes.
- Service: We serve customers, communities and colleagues.
We are the perfect fit if you:
- Are seeking a progressive work environment at a rapidly growing organization
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business
- Believe in integrity and building success by developing relationships with others
Why Choose HUB?
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
When you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600+ offices across North America, Canada and Puerto Rico.
What we offer you:
- A rewarding career helping local businesses in the community
- Rewards for top performers
- Medical/dental/vision/life insurance
- Paid Parental Leave
- Health Savings Account
- 401k matching program
- Voluntary insurance options
- Life and disability Plans
- A work/life balance because that's important for all of us
- Opport
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