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Account Executive

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Sales & Business Development
  • Blue Bell

AI generated summary

  • You need a bachelor’s degree, 3-5 years in insurance or benefits, a valid Life and Health License, strong analytical skills, and proficiency in Excel and PowerPoint.
  • You will build client relationships, advocate with insurance carriers, design benefit plans, process renewals, prepare presentations and reports, and manage client information and eligibility.

Requirements

  • 4 year college degree or equivalent work experience
  • At least 3-5 years of experience in a brokerage, consulting, insurance company, or corporate benefits environment
  • Valid Life and Health License
  • Excellent analytical and problem-solving skills
  • Excellent verbal and written communication skills and strong presentation skills
  • Superb attention to detail
  • Ability to manage multiple responsibilities in a deadline driven environment
  • Proven ability to work independently and collaboratively with a team
  • Proficient with Microsoft Office, specifically Excel and PowerPoint, and familiarity with virtual meeting platforms.
  • Knowledge of COBRA, Level-funding, HSA, HRA, FSA, ACA, and ancillary lines including voluntary products
  • General knowledge of Medicare
  • Required Experience: 2-5 years of relevant experience
  • Required Travel: Up to 25%
  • Required Education: Bachelor's degree (4-year degree)

Responsibilities

  • Developing and maintaining strong relationships with clients
  • Acting as a liaison with insurance carriers and as an advocate for clients
  • Designing benefit plans in conjunction with client needs and financial resources
  • Processing renewals, including competitive marketing, providing cost effective plan design alternatives, and employee contribution scenarios
  • Preparing spreadsheets and renewal presentations
  • Preparing summary plan descriptions and other employee communication materials
  • Providing clients with periodic financial reports to assess plans’ performance and use as a tool for renewal planning
  • Maintaining and managing client information in Benefit Point
  • Maintaining eligibility through insurance carrier portals

FAQs

What is the job title for this position?

The job title for this position is Account Executive.

What company is hiring for this position?

HUB International Limited is hiring for this position.

What are the primary responsibilities of the Account Executive?

The primary responsibilities include developing and maintaining strong client relationships, acting as a liaison with insurance carriers, designing benefit plans, processing renewals, preparing spreadsheets and presentations, and managing client information.

What are the required experience and qualifications for this role?

Candidates must have a 4-year college degree or equivalent work experience, 3-5 years of experience in a relevant industry, a valid Life and Health License, and strong analytical, communication, and organizational skills.

Is knowledge of specific benefits-related topics required?

Yes, knowledge of COBRA, Level-funding, HSA, HRA, FSA, ACA, and ancillary lines including voluntary products is required.

What software skills are needed for this position?

Proficiency in Microsoft Office, particularly Excel and PowerPoint, is required, along with familiarity with virtual meeting platforms.

What is the required travel for the Account Executive position?

The required travel for this position is up to 25%.

Does HUB International Limited have an equal opportunity employment policy?

Yes, HUB International Limited is an equal opportunity employer and does not discriminate based on race, ethnicity, national origin, religion, age, sex, sexual orientation, gender identity, disability, or veteran's status.

What should I do if I need assistance with the application process?

If you need assistance with the application process, you can contact the recruiting team at HUBRecruiting@hubinternational.com for accommodation requests.

Finance
Industry
10,001+
Employees

Mission & Purpose

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.