Account Executive, Employee Benefits

HUB International; Tulsa (OK); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Retirement matching

Life and disability plans

Generous PTO

Parental leave

Wellbeing program

Job summary

HUB International in Tulsa, OK, seeks an Employee Benefits Account Executive to contribute to the retention and growth of the employee benefits department. This role will involve strategic planning, executive-level client interaction, and collaboration with cross-functional HUB teams.

You will manage complex client needs, lead meetings, review claims reports, and mentor junior staff while aligning with the company’s broker standards and service excellence.

Qualifications

• Bachelor’s degree preferred; relevant experience welcomed.
• At least 7 years in employee benefits account executive roles.
• L&H license required or ability to obtain within 120 days from hire.

Responsibilities

• Maintains relationships with existing clients with proactive contact.
• Oversees client partnerships and alignment of strategic plans.
• Leads quarterly client meetings and reviews claims reports.
• Collaborates with HUB team for client strategy and execution.
• Mentors Account Managers and supports retention of the book of business.

Skills

Client relations

Strategic thinking

Public speaking

Bilingual English/Spanish

Education

Bachelor's degree

L&H License eligible

Tools

Microsoft Office

EPIC system

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

This is a hybrid role, requiring three days per week in the office.

Primary Role

The Employee Benefits Account Executive is expected to contribute to the retention and growth of the employee benefits department by supporting the Sales and Service efforts. The Account Executive will have extensive contact with the C Suite of clients as an extension of the producer and focuses on the strategic outlook for clients. The Account Executive will work closely with a team to execute the strategic plan, while maintaining a high-level focus on multiple clients.

Duties and Responsibilities

• Maintains relationships with existing Clients by executing proactive, creative, and on-going contact initiatives.
• Overseeing the alignment and a successful relationship of client partnerships.
• Strategic planning regarding complex underwriting and strategies.
• Has a strong understanding of self-funded medical plans, both bundled and unbundled with a TPA.
• Collaborates with all members of the HUB Team (Producer, Account Team, Centralized Teams & Specialty Practices) for strategy of clients.
• Attends and leads client meetings at least quarterly.
• Reviews & delivers monthly and quarterly experience claims reports to client.
• Progresses projects between quarterly meetings, specifically strategic initiatives.
• Rounds accounts, especially voluntary benefits.
• Implement clients’ multi-year strategic plan.
• Attends industry related continuing education training and courses.
• Proactively understands the requirements and needs of a client account.
• Develops and maintains dependable working relationships with carriers, broker servicing networks, and other industry solutions.
• Oversees escalated issue-resolution between Client and the Vendor.
• Mentors and trains Account Managers, Account Administrators and other members of the team.
• Manages the retention & growth of Account Executive’s Book of Business (reviewing compensation by client remains on par, evaluates additional lines of coverage when appropriate, etc.).
• Must follow HUB Broker Standards.

Key Competencies

• Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality Management – Demonstrates attention to detail.
• Project Management – Ability to lead and contribute team and adhere to deadlines.

Qualification Requirements

• Experience and Education: Bachelor’s degree preferred. At least 7 years of related experience working as an Account Executive in the employee benefits arena (equivalent combination of education and experience is acceptable). Self-Funding and fully insured experience preferred. L&H License required or able to obtain within 120 days from hire. High school diploma or equivalent required.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements

• Must hold a valid Driver’s License.
• Dependable transportation.
• Public Speaking/Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
• Bilingual in English and Spanish a big plus.
• Math Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Computer Skills: To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

What we offer you

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans.
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance.
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career.

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.