Account Executive - Employee Benefits

Horan Securities, Inc.; New York (NY); On-site; Full time

Job summary

Horan Securities, Inc. seeks an Account Executive in the Employee Benefits department to manage client accounts, resolve claims issues, and design benefit plans. This role requires a Bachelor's degree and a minimum of 5 years experience in the benefits environment, with competitive pay and comprehensive benefit packages offered.

Benefits

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid time off

Commissions for some positions

Qualifications

• 5+ years experience in brokerage, consulting, or corporate benefits environment.
• Life, Accident & Health License required.
• College degree or equivalent work experience.

Responsibilities

• Manage a small book of accounts for health and welfare plans.
• Act as liaison with insurance carriers and clients.
• Process renewals and prepare presentations.

Skills

Analytical skills

Problem-solving skills

Verbal communication

Written communication

Interpersonal skills

Detail-oriented

Multi-tasking ability

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

HUB International Limited (“HUB”) is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

We currently have an opportunity for an Account Executive -- Employee Benefits.

General Purpose

Provides full-service account management to clients in the Employee Benefit Department. Manages a small book of accounts for all health and welfare plans including medical, dental, short and long term disability, vision, life/AD&D, travel accident, voluntary benefits, etc. Also assist Senior Account Manager/Team Lead on higher-end tasks and occasionally Benefit Point.

Core Responsibilities

• Day to day contact for client
• Develop strong relationships
• Resolve claims and administrative issues (yours and Senior AE book)
• Act as liaison with insurance carriers and as an advocate for clients (yours and Senior AE book)
• Design benefit plan in conjunction with client needs and financial resources
• Process renewals, including competitive bidding, providing cost effective plan design alternatives and employee contribution scenarios
• Prepare spreadsheets and renewal presentations as appropriate (yours and Senior AE book)
• Prepare summary plan descriptions and other employee communication materials
• Provide client with periodic financial reports (monthly, quarterly, or annually, as provided by insurer) to assess plan’s performance and as a tool for renewal planning
• Coordinate timely delivery of Schedule A information for 5500 preparation, as appropriate
• Maintain & manage client information through HUB’s Agency Management System & data standards

Typical Additional Responsibilities

• Coordinate health fairs and wellness initiatives when requested by client
• Prepare claim utilization analysis on self funded and large fully insured clients, as appropriate (yours and Senior AE book)
• Secure stop-loss coverage for self-insured clients, as appropriate

Knowledge/Skills & Abilities Required

• College degree or equivalent work experience
• Life, Accident & Health License
• Minimum of 5 years experience in brokerage, consulting, insurance company, or corporate benefits environment
• Excellent analytical & problem-solving skills
• Excellent verbal and written communications skills
• Excellent interpersonal skills
• Computer literate in Word, Excel and PowerPoint
• Highly detail-oriented
• Ability to multi-task

Core Competencies

• Customer/market focus
• Business/profit focus
• Inspires shared vision/passion
• Fosters collaboration
• Technical/functional expertise
• Results oriented
• Fast paced

Physical Requirements of Job

• Some travel
• Regular use of computer

The expected pay range for this position is $44.23/hr to $57.69 /hr and will be impacted by factors such as the successful candidate’s skills, experience, and work location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and commissions for some positions.

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired 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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