Now Hiring - Hub International Limited - Insurance Employee Benefits Account Executive in Roseville, CA

Full description of the position

THE OPPORTUNITY

HUBs Account Executives provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Our Account Executive develops, manages and expands relationships with employee benefit clients by performing the following duties. The book of business is a mixture of large and small group clients, self-funding knowledge a plus.

RESPONSIBILITIES:

• Manages assigned book of business, develops client relationships and delivers to grow and retain clients.
• Partners with producer(s) to develop and implement clients 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 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 Manager(s), 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 account team and provides direction to the team on:
• RFP and marketing process, including which carriers to include in marketing and negotiating rates with carriers
• Strategies for new and renewing plans
• Pre-renewal and renewal timelines, project plans, meetings and presentations
• Working with clients to identify the possibility of wellness initiatives; pulls in the Wellness Consultant/team to develop alternatives, determine specific plans and implement
• Offering and implementing all of value-added services
• Developing clients 3-5 year strategic plan as well as the annual planning calendar and ensuring successful execution
• SPD wrap documents and 5500 filings
• Strategies and execution for ACA requirements, COVID and new administration legislation
• Provides Clients experience reporting requirements
• Carrier and vendor management
• Communications
• All aspects of executing Open Enrollment
• Provides direction on contribution modeling with Business Analysts
• Serves as highest point of escalation for issues or activities that the customer encounters with benefits programs and services.
• Understands and can explain all aspects of carrier renewals for assigned clients
• Prepares and conducts financial, technical and product presentations and demonstrations.
• Participates in sponsored events and promotes services and initiatives.
• Provides feedback to sales, account management and marketing teams for future service enhancements.
• Shares ideas and customer needs throughout all phases of service life cycle (plan, design, integrate, install, manage).
• Contributes to the quarterly and annual business forecasting by providing account trends and sharing future client needs.
• Keeps current on 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.

WHAT YOU BRING TO THE TABLE:

• Bachelors degree.
• 5 - 7 years of related experience and/or training; or equivalent combination of education and experience.
• Must hold a valid CA Life Agent license or will obtain.
• Must have 5-7 years of self-funded experience
• Preference will be given to candidates with brokerage or insurance carrier account or sales management experience.
• 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 such as ACA, COBRA and HIPAA
• Analytical Evaluate numerical and qualitative data to recommend the best alternatives to clients.
• Computer Skills Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits.
• Relationship Management Develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients needs.
• Team Player Effectively works with team.
• 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

WE ARE THE PERFECT FIT IF YOU:

• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

The expected salary range for this position is $70,000 to $125,000 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.

Job Type: Full-time

Pay: $95,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Experience level:

• 5 years
• 7 years

Schedule:

• Monday to Friday

Travel requirement:

• No travel

License/Certification:

• Accident & Health Insurance License (Required)

Work Location: In person