Employee Benefits Strategic Account Executive

SUMMARY:
The Strategic Account Executive manages assigned book of business which is comprised of key and high revenue-producing accounts. The Strategic Account Executive leads the overall service, recommendations and implementation of a book of insurance business and is responsible for business development and sales with new and existing clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

• Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible.
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Owns the compliance process for assigned accounts, including ensuring required compensation disclosures are completed and overseeing delivery of annual compliance notices and reminders to clients.
• Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
• Coordinates with the Financial Analyst and carriers to request and review monthly financials, claims experience reports, and renewal projections.
• Responsible for overall retention of accounts in assigned book of business.
• Owns the client relationship with C-level and senior HR decision-makers for assigned accounts, serving as the primary point of contact for strategic and day-to-day engagement.
• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
• Establishes annual planning timelines and multi-year strategic plans for clients, and identifies emerging industry trends to inform proactive, strategic recommendations and benchmarking.
• Manages, organizes, and conducts client meetings when necessary.
• Owns the renewal and marketing process for assigned accounts, including RFP preparation, carrier negotiations, analysis of marketing results, and final approval of renewal decisions and client renewal confirmation letters.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.
• Travels on company business as required.
• Prepares reports for management as required.
• Oversees functions performed by lower level Account Managers and Assistant Account Managers as required.
• Supports, mentors, and trains lower level Account Managers and Assistant Account Managers, as necessary.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

REQUIREMENTS:

• Active FL 215 Life and Health License
• At least 5 years of experience and demonstrated proficiency in an insurance Account Management role in required lines
• Excellent oral and written English communications skills.
• Superior customer service and problem solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• Ability to work a regular, full-time work schedule at HUB's facility(s) and ability to travel on business when required.
• Some supervisory, project leader or team leader experience preferred.

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• 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