Employee Benefits Account Executive
Core
Account Executive provides professional account management and brokerage services, acting as the primary consultant for account retention and risk management.
Role type
Account Executive (Account Management & Service)
Builds
Insurance programs and risk control solutions for assigned clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Life, Accident and Health Insurance License, C-level executive influence, insurance program design, carrier interface, risk control coordination, receivables management, cross-sell/up-sell identification, state/federal insurance regulations compliance
Preferred skills
Bachelor's degree in related field, 3-5 years of Account Manager experience, Microsoft Office Suite proficiency, willingness to travel
Technologies
HUB Today, Microsoft Office Suite
Responsibilities
Serve as primary consultant to clients for account retention, oversee management of assigned accounts including insurance program design and carrier interface, establish relationships with C-level decision makers, coordinate delivery of risk control services and stewardship reports, conduct annual reviews with coverage and loss control recommendations, manage HUB Top 200 process, identify opportunities for cross-sell and up-sell, maintain current receivable status, ensure compliance with HUB systems and regulations
Seniority
Mid-level, hands-on IC