Account Executive

**IGNITE YOUR PASSION

• IMPACT WHAT MATTERS**

WHO WE ARE. Breaking Boundaries for 25 years - and counting.

The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among the world's 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. 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.

WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.

We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development . 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 welcome ALL candidates and are proud of our wonderfully diverse employee population.

We are proud to be designated "Top Workplaces 2023" for the 4th consecutive year!!

"HUB LAOC is a place where I have every opportunity to share my voice and be part of the diverse culture in our organization. I feel very confident as my authentic self and know I have a place at HUB where my ideas and contributions are welcomed, valued, and respected." Glenn - VP, Constituent Experience

"In my short time here at HUB, I have already had the privilege of working with some of the most outstanding coworkers! At HUB, no matter what your job title is every single person from the top down makes you feel like you have a voice and wants you to know that you are playing a crucial role in this company's future. I love that HUB places so much value on building relationships with those you work with and recognizes the importance of communication and camaraderie in the workplace. I look forward to having many more years of being a part of the HUB family!" Clara - Client Service Associate

WE'LL TAKE CARE OF YOU.

We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more!

THE OPPORTUNITY:

Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions.

The book of business consists of clients ranging from 100 to 25,000+ lives, involving both self-funded and fully insured plan types. Our Account Executive develops, manages, and expands relationships with employee benefits clients by performing the following duties:

Account Management Responsibilities:

• Manages assigned book of business, develops client relationships and meets strategic objectives to grow and retain clients.

• Helps to develop and implement client's 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 Representative(s) and Benefit Analyst(s) on all client work and deliverables.

• Ensures account team is executing deliverables according to standards and best practice

• Is the team point person regarding escalation of 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.

• Shares ideas and customer needs throughout all phases of service life cycle (plan, design, integrate, install, manage).

• 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

Supervisor Responsibilities include managing and mentoring an account team of 8-10, and providing direction regarding:

• 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 value-added services

• Developing client's 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 Client's experience reporting requirements

• Carrier and vendor management

• Communications

• All aspects of executing Open Enrollment

• Provides direction on contribution modeling with Benefit Analysts

• Managerial requirements of vacation approvals, annual reviews etc.

WHAT YOU BRING TO THE TABLE:

• 5+ years of related experience within a brokerage environment

• Experience supporting the large group market (200+ lives)

• Self-funding experience is required

• Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables)

• Must hold a valid CA Life Agent license.

• 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

• Familiarity with Los Angeles/Orange County carriers and overall marketplace

• 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

• Some travel required

*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.

TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.

We want to meet you! Apply today and start your journey to a better tomorrow.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 50%

Required 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~~~.

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Hi, we're HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit ~~~.