- IMPACT WHAT MATTERS
- Manages assigned book of business, develops client relationships and meets strategic objectives to grow and retain clients
- Helps to develop and implement client's benefits strategies
- Prepares a plan for each account to identify what and how short and long term needs may be met
- Interfaces with the client at both the HR Manager/Director level as well as the C-Suite level to understand the customer's overall objectives and requirements
- Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance
- Ensures all services are implemented according to established project plans and all client deliverables meet quality standards
- Acts as the "quarterback" directing the account team, which may be comprised of an Account Representative(s) and Benefit Analyst(s) on all client work and deliverables
- Ensures account team is executing deliverables according to standards and best practices
- Coaches and mentors the service team and provides direction to the team on: RFP and marketing process, strategies for new and renewing plans, direction on contribution modeling, creating experience reports, pre-renewal and renewal timelines, project plans, meetings and presentations, communications and all aspects of open enrollment
- Works with clients to identify the possibility of wellness initiatives; pulls in the Wellness Consultant/team to develop alternatives, determine specific plans and implement
- Offers and implements value-added services
- Develops client's 3-5 year strategic plan
- Is the team point person in regards to escalation for issues or activities that the customer encounters with benefits programs, carriers and services
- Understands and can explain all aspects of carrier renewals for assigned clients
- Keeps current on compliance initiatives and changes in legislation impacting employee benefit programs and communicates with clients on these changes Is well educated on all HUB products and services.
- Coordinates with the producer on any out of scope services
- Bachelor's degree
- 5 + years of related experience within a brokerage environment
- Experience supporting the large group market (100+ lives)
- Self-funding experience is preferred but not required
- Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables)
- Must hold a valid CA Life Agent license
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions
- Project Management – Able to develop and manage project plans; Communicates changes and progress; Completes projects on time and budget
- Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments
- Industry Knowledge – Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation and compliance
- Computer Skills – Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits
- Relationship Management –Develop and maintain strong client relationships;
- Leadership – Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities.
- Provides feedback to and solicits feedback from the team
- The expected salary range for this position is $66,560 to $96,000 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, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
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Account Executive, Employee Benefits - Newport Beach, United States - Hub International
Description
**IGNITE YOUR PASSION
WHO WE ARE.**
Breaking Boundaries for 25 years - and counting.
The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.
We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development _._ Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population.
We are proud to be designated "Top Workplaces 2023" for the 4th consecutive year
What Our People Are Saying:
"HUB LAOC is a place where I have every opportunity to share my voice and be part of the diverse culture in our organization. I feel very confident as my authentic self and know I have a place at HUB where my ideas and contributions are welcomed, valued, and respected." Glenn - VP, Constituent Experience
"In my short time here at HUB, I have already had the privilege of working with some of the most outstanding coworkers At HUB, no matter what your job title is every single person from the top down makes you feel like you have a voice and wants you to know that you are playing a crucial role in this company's future. I love that HUB places so much value on building relationships with those you work with and recognizes the importance of communication and camaraderie in the workplace. I look forward to having many more years of being a part of the HUB family" Clara – Client Service Associate
WE'LL TAKE CARE OF YOU.
We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more
THE OPPORTUNITY:
Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions.
The book of business consists of clients ranging from 100 to 5,000+ lives, involving both self-funded and fully insured plan types. Our Account Executive develops, manages, and expands relationships with employee benefits clients by performing the following duties:
WHAT YOU BRING TO THE TABLE:
*The position can be a hybrid role (a few days/week in the hoffice and a few days/week working from home)
TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.
We want to meet you Apply today and start your journey to a better tomorrow.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
EEOAA Policy
E-Verify Program
Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
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. For more information, please visit hubinternational.
