Employee Benefits Account Executive
Core
Account Executive provides professional account management and brokerage services, focusing on account retention, risk control, and insurance program design for assigned clients.
Role type
Account Executive (Account Management & Service)
Builds
Insurance coverage solutions and risk management services
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
insurance program design, carrier interface, risk control coordination, C-level relationship management, receivables management, cross-sell/up-sell identification, state/federal insurance regulations compliance
Preferred skills
Microsoft Office Suite proficiency, professional association involvement
Technologies
HUB Today, Microsoft Office Suite
Responsibilities
Serve as primary consultant to clients for account retention, coordinate delivery of HUB services including risk control and claims reviews, conduct annual client reviews for coverage recommendations, manage HUB Top 200 process, identify cross-sell and up-sell opportunities, maintain receivable status for assigned clients
Seniority
Mid-level, hands-on IC