Account Executive (EB)

About HUB International Limited

HUB International is a top 10 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.

Account Executive (EB)

General Purpose

Provides full service account management to clients in the Employee Benefit Department. Manages accounts for all health and welfare plans including medical, dental, short and long term disability, vision, life/AD&D, travel accident, voluntary benefits and long term care. They can be groups of 2 or more.

Core Responsibilities

  • Day to day contact for client
  • Develop strong relationships
  • Resolve claims and administrative issues
  • Act as liaison with insurance carriers and as an advocate for clients
  • Design benefit plan in conjunction with client needs and financial resources
  • Process renewals, including competitive bidding, providing cost effective plan design alternatives and employee contribution scenarios
  • Prepare spreadsheets and renewal presentations as appropriate
  • Prepare summary plan descriptions and other employee communication materials
  • Provide client with periodic financial reports (monthly, quarterly, or annually, as provided by insurer) to assess plan's performance and as a tool for renewal planning
  • Coordinate timely delivery of Schedule A information for 5500 preparation, as appropriate
  • Maintain & manage client information through HUB's Agency Management System & data standards

Typical Additional Responsibilities

  • Coordinate health fairs and wellness initiatives when requested by client
  • Prepare claim utilization analysis on self funded and large fully insured clients, as appropriate
  • Secure stop-loss coverage for self insured clients, as appropriate

Knowledge/Skills & Abilities Required

  • College degree or equivalent work experience
  • Minimum of 5 years experience in brokerage, consulting, insurance company, or corporate benefits environment
  • Excellent analytical & problem-solving skills
  • Excellent verbal and written communications skills
  • Excellent interpersonal skills
  • Computer literate in Word, Excel and PowerPoint
  • Highly detail-oriented
  • Ability to multi-task

Core Competencies

  • Customer/market focus
  • Business/profit focus
  • Inspires shared vision/passion
  • Fosters collaboration
  • Technical/functional expertise
  • Results oriented
  • Fast paced

Physical Requirements of Job

  • Some travel
  • Regular use of computer

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