Account Executive, Employee Benefits

Hub International - Sandy, UT

Full-time - Mid Level

Sandy, UT

Insurance Carriers and Related Activities

About the position

The Employee Benefits Account Executive (AE) at HUB International is responsible for strategic account management and consultative services for assigned clients. The AE plays a crucial role in account strategy, client relationships, and retention, working closely with Producers and Account Managers to oversee the management of accounts. This includes proactive consultation, benefit program design, and negotiation of coverage terms, ensuring that all client service needs are met promptly and professionally.

Responsibilities

• Responsible for account retention while acting as the de facto technical expert and consultant.
• Directly oversee and coordinate the delivery of HUB's entire value proposition to assigned clients throughout the policy cycle.
• Follow an annual service calendar that includes Compliance, Health and Performance Strategy, Pre-Renewal Strategy, Renewal, and Post-Renewal Debrief/Stewardship.
• Ensure that all client service needs are promptly and professionally delivered.
• Attend prospecting meetings with producer and assist in facilitating onboarding once the prospect has signed the Agent/Broker of record document.
• Establish and maintain strong and productive professional relationships with 'C-Level' and other decision makers for assigned HUB clients.
• Identify opportunities for cross-sell and up-sell of other HUB products and services.
• Support, mentor, and develop service team members including Account Managers and Benefit Specialists.
• Work with Account Managers to finalize contracts and contract renewals for both new and existing clients.
• Responsible for all client inquiries, communications, conflict resolution, and compliance on client deliverables.

Requirements

• 7+ years working for a carrier or brokerage firm.
• High School Diploma or GED required; Bachelor's degree preferred.
• Strong verbal and written communication skills.
• Analytical and problem-solving abilities.
• Proficient in Microsoft Office - intermediate to expert user level preferred.
• Excellent organizational skills and attention to detail.
• Ability to work well under pressure and prioritize tasks.

Nice-to-haves

• Experience in employee benefits and understanding of benefits terminology.
• Proficient typing ability.
• High degree of independence and problem-solving skills.

Benefits

• Health insurance coverage.
• 401k retirement savings plan.
• Paid time off and holidays.