Account Executive, Employee Benefits

SUMMARY:

Specialty Program Group is currently looking for an Account Executive to interface with benefits prospects in the small group space looking to secure benefits. Prospects are referred to SPG daily making this a high-volume, warm lead environment. Prospects are located across the country and are looking to secure benefits plans quickly, often for the first time. Ideally, this role will be filled by an individual with knowledge of the national benefits market and a proven track record of excelling in a fast-paced environment. This is a remote or hybrid position with upside as part of a fast growing vertical.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Engage with prospective clients to evaluate needs and develop/deploy strategy to set up benefits plans under quick turnaround requirements.

• Lead quoting and implementation processes of client benefits packages.

• Work with internal teams to understand available resources and optimization opportunities.

• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability and may negotiate with Underwriters and carriers.

• Provides professional and courteous service to clients, carrier representatives, business partners, and SPG colleagues, resulting in a rate of account retention that meets or exceeds expectations.

• Manages, organizes, and conducts client meetings when necessary and appropriately documents conversations with clients and carrier representative.

• Work with SPG leadership and operations teams to develop and streamline overall strategy delivered to prospects.

• Ensures the quality and accuracy of data in all SPG computer systems and automated agency management systems and prepares reports for Management as required.

• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients by attending industry-related continuing education training and courses.

• Acts as a consultant and makes appropriate recommendations to clients in response to industry shifts and changes independent of Manager approval.

• Acts as liaison between clients and insurance carriers to resolve escalated, complex service issues that require policy interpretation and experience-based judgment to resolve and troubleshoot claims and billing issues.

• Travels on company business as required.

• Supports, mentors and trains lower-level colleagues, as necessary.

• Performs other duties and projects as assigned.

REQUIREMENTS:

• 5-7 years of applicable Employee Benefits experience.

• Existing Life and Health License.

• High School Diploma or equivalent required; College Degree preferred.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Experience and excellence in a fast-paced environment.

• Superior customer service and problem-solving skills with the ability to work in a team environment.

• Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues.

• Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting.

• Strong written and oral communication skills

• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

• Ability to utilize and be proficient in broker management systems.

• Strong organizational, problem solving and time management skills.

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $100,000 to $150,000 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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HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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