Strategic Account Executive

Overview:

Responsible for serving as the primary consultant to the client. Has primary responsibility for client relationship management and for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances, an assigned Producer will have primary responsibility for client relationship management and initiating new sales.)

Responsibilities:

• Serve as the point person for client relationships which includes communicating with internal (service/ production team) and external stakeholders on all account updates.
• Identify and help to establish and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients.
• Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable, insurance needs, financial plan performance, and appropriate/available employee benefits solutions.
• Successfully build professional and collaborative relationships with carrier representatives, related EB vendors and business partners, and HUB colleagues through strategic business improvement for the client.
• Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including annual strategy sessions, renewal execution, stewardship reports, compliance reviews, health and performance, and communication, benefits technology solutions
• Actively delegates to support team and helps to coach team members to achieve desired results.
• Ensure that all client service needs are promptly and professionally delivered whether from the Account Executive or via HUB colleagues (e.g. Client Relationship Manager, Benefit Analysts, etc.). The Strategic Account Executive is accountable for the competence, timeliness, and quality of all deliverables to the client.
• Conduct annual strategic planning sessions w/clients making coverage and vendor recommendations focused on meeting the employee benefits objectives set forth in in the annual plan.
• Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs, initiating same.
• Be knowledgeable about and comply with HUB systems, procedures, and state/federal insurance regulations.
• Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a client’s office.
• Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients.
• Seek continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes.
• Other responsibilities as assigned by Manager.

Qualifications:

• 7 years of experience servicing large employee benefits accounts
• Life/Health license required.
• Must possess a complete proficiency in alternative funding mechanisms, including but not limited to self-funding.
• Experience with influencing C-level executives
• Exceptional written and verbal communication skills
• Proficiency with Microsoft Office Suite and PowerPoint programs
• High energy, detail-oriented self-starter
• Strong leadership, mentoring, and team-building skills
• Significant skill in handling competing demands and projects.
• Excellent organizational skills and ability to prioritize and delegate responsibility.
• Willingness to travel