Employee Benefits Account Executive

Hub International; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

Health benefits

Generous PTO & growth

Job summary

Hub International is seeking an experienced Employee Benefits Account Executive to advise clients on coverage, monitor plan costs and propose renewal strategies. You will manage RFPs, client communications and renewals to ensure optimal benefit design.

Ideal candidates have a Bachelor’s degree, 5+ years in employee benefits, and a Group I life/health license. Self-funding experience is a plus and you will collaborate with Account Managers to close opportunities.

Qualifications

• Bachelor’s degree preferred.
• 5+ years of related experience in employee benefits.
• Self-funding experience is preferred but not required.
• Knowledgeable of health and related group insurance products, general financial practices, policy servicing and application processing.
• Group I license for life and health required.

Responsibilities

• Develop current, referral and new clients.
• Provide Benefits Review Process / RFP Process through strategic planning. Develop and communicate sound renewal strategies to client.
• Track renewal date by client & policy to begin renewal discussions.
• Process RFP paperwork for renewing clients and prospects in group life, health, disability, wellness, EAP, AD&D and other group benefit products.
• Consolidate RFP data and vendor information for client presentations.
• Make client presentations and resolve questions to close sales.
• Provide or coordinate client service with Account Manager(s).
• Communicate case status with Producer, Marketing Assistant(s), Account Manager(s) and Clients.
• Prepare monthly Critical Path reports
• Present client mid-year review.
• Stay current on new products and legislation; attend education courses to grow.

Skills

Word processing (Word)

Spreadsheet (Excel)

Benefit Point

Client presentations

Organizational skills

Communication skills

Public speaking

Proposal development

Decision making

Education

Bachelor’s degree preferred

Group I life and health license

Tools

Word

Excel

Benefit Point

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.

Purpose of Position

The Employee Benefits Account Executive shall recommend appropriate lines of coverage, monitor client’s plan expenditures throughout the year and make recommendations to control costs if needed. Maintain knowledge of legislative updates and advise clients as to how they will affect plan designs and costs.

Essential Functions

• Develop current, referral and new clients.
• Provide Benefits Review Process / RFP Process through strategic planning. Develop and communicate sound renewal strategies to client. Participate in the sale of new business and renewals to clients and prospects
• Track renewal date by client & policy in order to begin process in appropriate amount of time; contact vendors to request renewal; contact clients to discuss renewal options.
• Complete request for proposals (RFP) paperwork to distribute to the marketplace; process includes preparing RFP's for renewing clients and prospects in the areas of group life, health, disability, wellness, EAP, AD&D and other group benefit products as available and in accordance with state and federal regulations utilizing database, word processor and spreadsheets.
• Consolidate RFP data and vendor product information for client presentation.
• Make client presentations and resolve client questions and problems in order to close sale.
• Provide or coordinate client service with Account Manager(s) as needed.
• Communicate case status with Producer, Marketing Assistant(s), Account Manager(s) and Clients.
• Assure sold business cases are completed in conjunction with Account Manager(s) and Marketing Assistant(s).
• Prepare monthly Critical Path reports
• Present client mid-year review.
• Remain current on new products, marketing concepts and related legislation. Attend continuing education courses and miscellaneous seminars to continue career growth.
• Travel to prospect and client location as required for sales calls, enrollment meetings, policy/contract delivery, problem resolution, and goodwill.
• Back up Account Managers as needed; correspond with clients, resolve issues, provide guidance and perform enrollment meetings; ongoing support.

Experience / Educational Requirements

• Bachelor’s degree preferred
• 5+ years of related experience in employee benefits
• Self-funding experience is preferred but not required
• Knowledgeable of health and related group insurance products, general financial practices, policy servicing and application processing.
• Group I license for life and health required.

Skill and Quality Requirements

• Word-processing Software (Word)
• Spreadsheet (Excel)
• Ability to learn Benefit Point
• Spread sheet development and preparation.
• Proposal preparation (utilizing word-processor and/or computerized presentation packages).
• Must be organized with attention to detail; dependable; flexible in changing priorities; able to handle multiple tasks.
• Excellent interpersonal and communication skills (oral, written and presentation):
• Formal presentation skills.
• Ability to speak before clients/groups with poise, voice control and confidence, using correct English and well-modulated voice.
• Ability to prepare business letters, memos, summaries and reports, using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.
• Leadership, sales, team and customer service attitude.
• Good decision-making ability: utilize independent/abstract thinking skills as needed.
• Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagrammatic form.

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. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

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