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Account Executive

Company: Hub International
Location: Sandy
Posted on: May 3, 2021

Job Description:


In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' 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 that put our clients in control. 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.


HUBs Customer Service professionals 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. Through a robust network of resources, you will be amongst some of the industrys top talent to help guide and support our customers needs and provide them with innovative solutions.

The Employee Benefits Account Executive (AE) will provide strategic account management and consultative services to assigned clients. You have the primary responsibility for account strategy, the client relationship, and client retention. Working alongside Producers and Account Managers, the AE is principally responsible for overseeing management of assigned accounts. This includes interfacing with appropriate decision makers, proactive consultation, benefit program design, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions. You are also responsible for account rounding and cross selling new business from existing accounts.

  • Responsible for account retention while acting as the de facto technical expert and consultant (AE will be responsible for client relationship management)
  • Directly oversee and coordinate the delivery of HUBs entire value proposition to assigned clients throughout the policy cycle, including but not limited to a multi-year strategy, Compliance, Data Analytics and Underwriting, Employee Communications, Health and Performance, Technology, and Voluntary Benefits
  • Follow an annual service calendar that includes but is not limited to Compliance, Health and Performance Strategy, Pre-Renewal Strategy, Renewal, and Post-Renewal Debrief/Stewardship, Open Enrollment meetings
  • Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g. AM, Financial Analyst, other subject matter expert, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client
  • Attend prospecting meetings with producer and assist in facilitating onboarding once the prospect has signed the Agent/Broker of record document. Willing to take a new client as requested by manager to assure book of business equalization between Account Executives
  • Establish and maintain strong and productive professional relationships with C-Level and other cognizant decision makers for assigned HUB clients
  • Strives to understand clients business and industry climate and particular challenges they face, walks client through Needs Audit
  • Key driver for executing critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services
  • Supports, mentors, and develops service team members Account Managers, Benefit Specialists, Benefit Analyst
  • Works with the Account Mangers to make sure contract and contract renewals for both new clients and existing client are finalized, including 5500 and SAR documents, reviews all major deliverables (i.e. proposals, comparisons, marketing materials, 5500 etc.) to ensure accuracy and quality standards, agency procedures, and client expectations are met.
  • Responsible for all client inquiries, communications from insured and/or carriers and vendors, conflict resolution, and compliance on client deliverables.
  • Communicate the clients goals and represent the clients interest to the team.
  • Assist clients with claim resolution, appropriate coverage changes inform and educate about coverage, exclusions and exposures.
  • Provides regular two-way communication between the client and team
  • Attend recurring client meetings, trust meetings as required, and follow through on deliverables and action items as assigned.
  • Ensures that all processes and procedures are completed, accuracy and quality standards are met, and that projects are profitable, achieving minimum allowable profitability targets for their overall book of business.
  • Ensures KPIs are met, measured and tracked
  • Verifies and coordinates with Advisor to assure PSA/BAA is in place.
  • Maintains positive relationships both internally and externally.
  • Stay abreast of pertinent insurance, and client business-related matters, i.e. health care reform, COBRA, Utah Health Exchange, Human Resource issues, Wellness, HUB today etc.)
  • Maintain HUB Values including HIPPA Compliance.
  • Other task as discussed with the Account Executive


You are perfect for this opportunity if you

  • High School Diploma
  • 3+ years working for a carrier or brokerage firm.
  • License is required within 90 days of employment.
  • Must hold a valid CA Life Agent license or will obtain.
  • Strong verbal and written communication skills
  • Analytical and problem-solving abilities
  • Proficient in Microsoft Office intermediate to expert user level preferred.
  • Excellent organizational skills
  • Ability to work well under pressure with attention to detail
  • Team oriented self-starter with ability to prioritize, monitor and control workflow deadlines and be flexible
  • Sense of urgency
  • Understanding of benefits & benefit terminology
  • Proficient typing ability
  • High degree of independence and problem-solving skills
  • Accurate completion of enrollment/changes which includes follow-up with carriers and team

If this describes you, then keep reading.


Throughout our network of more than 450 HUB offices in North America, we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. 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 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


Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.


Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent

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 style="text-align:inherit">

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Keywords: Hub International, Sandy , Account Executive, Other , Sandy, Utah

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