Summary
The Strategic Account Executive (SAE) provides consultative, strategic-level account management and brokerage services to HUB’s most complex major market employee benefits clients (5,000–10,000+ lives). The SAE AE has primary responsibility for account retention and serves as the lead technical expert and broker-consultant, driving multi-year strategic planning, complex carrier negotiations, and program optimization across fully insured, self-funded, and alternative funding arrangements. Working alongside Producers as assigned, the SAE plays a key role in supporting new business pursuits, i.e., presenting in prospect finalist meetings. Note: This role does not have a new business sales goal. The SAE also leads by mentoring AEs and Account Managers.
Job Responsibilities
- Serves as HUB’s lead consultant on the most complex major market accounts, with ultimate responsibility for retention and client satisfaction. Acts as the senior technical authority on plan design, funding strategy, carrier marketplace, and regulatory compliance. Partners with HUB’s Specialty Practices (Rx, Health & Performance,
- Develops and drives multi-year benefits strategies for assigned clients, including financial modeling, total-cost-of-risk projections, plan design optimization, and benchmarking against similarly sized employers.
- Establishes and maintains trusted-advisor relationships with C-level executives and senior HR decisionmakers, demonstrating deep knowledge of each client’s business, industry, and risk profile.
- Leads carrier marketing, underwriting negotiations, and complex RFP processes for large-group accounts, including stop-loss placement, alternative risk transfer structures, and self-funded program design.
- Conducts annual strategic reviews with clients, delivering data-driven recommendations on coverage, cost containment, vendor performance, and emerging industry trends.
- Maintains strong relationships with carrier marketing, underwriting, and risk control leadership. Leverages market intelligence to secure favorable terms for clients.
- Ensures Producers are fully informed and strategically prepared for all client meetings. In some instances, holds primary responsibility for client relationship management.
- Mentors and develops Account Executives, Account Managers, and CSS colleagues. Provides performance feedback to leadership and contributes to team development initiatives.
- Identifies and initiates opportunities for cross-sell and up-sell of HUB products and services—including stop-loss, executive benefits, voluntary/worksite, pharmacy consulting, and population health solutions. Maintains competitive intelligence on other providers.
- Manages HUB Top 200 process for assigned accounts.
- Maintains current receivable status; undertakes proactive collection efforts for receivables 30+ days past due.
- Supports new business pursuits by participating in prospect presentations and contributing technical expertise during the sales process.
- Complies with HUB systems, procedures, and state/federal insurance regulations. Leverages HUB resources and tools available via HUB Today.
- Is actively involved with professional and/or civic associations on behalf of HUB.
Qualifications Required:
- Active Life & Health License
- 7–10+ years of employee benefits account management or consulting experience, with a minimum of 5 years directly managing/leading major market accounts (5,000+ lives)
- Demonstrated expertise with self-funded and level-funded plan arrangements, stop-loss marketing, and large-group underwriting strategy
- Ability to create complex multi-phased plans that involve Pharmacy (Rx) Carveouts, Data/ Utilization-based point solutions, well-being, and contribution/cost mitigation strategies
- Proven track record of retaining and growing complex, high-revenue client accounts
- Experience influencing C-level executives and presenting to senior leadership at large employers
- Exceptional written and verbal communication skills, including the ability to design and deliver executive-level presentations
- Proficiency with Microsoft Office Suite
- Strong leadership, mentoring, and team-building skills
- Significant skill in handling competing demands and managing multiple large-group accounts simultaneously
Preferred:
- Industry designations such as CEBS, GBA, RHU, or REBC
- Experience with multi-state employer groups or multi-location accounts
- Familiarity with data analytics platforms, pharmacy benefit consulting, or population health strategies
- Prior involvement in new business development or prospect presentations
The expected salary range for this position is $175,000.00 to $200,000.00 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.
What we offer you
We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.
- 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
