Hub International Account Executive in Dallas, Texas
At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture
HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 12,000 employees in 450 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Purpose of Position:
An Account Executive shall recommend appropriate lines of coverage, monitor client’s plan expenditures throughout the year and make recommendations to control costs if needed. Maintain knowledge of legislative updates and advise clients as to how they will affect plan designs and costs.
Wage Classification: Exempt
Report directly to the Vice President of Sales and Small Business Unit
Develop current, referral and new clients through sales strategic planning,
Track renewal date by client & policy in order to begin process in appropriate amount of time; contact vendors to request renewal; contact clients to discuss renewal options.
Complete request for proposals (RFP) paperwork to distribute to the marketplace; process includes preparing RFP's for renewing clients and prospects in the areas of group life, health, disability, wellness, EAP, AD&D and other group benefit products as available and in accordance with state and federal regulations utilizing database, word processor and spreadsheets.
Consolidate RFP data and vendor product information for client presentation.
Make client presentations and resolve client questions and problems in order to close sale.
Maintain current and prior information in Benefit Point database.
Maintain current and accurate prospect files.
Provide or coordinate client service with Account Manager(s) as needed.
Communicate case status with Producer, Administrative Assistant(s), Marketing Assistant(s), Account Manager(s) and Clients.
Assure sold business cases are completed in conjunction with Account Manager(s) and Marketing Assistant(s).
Develop monthly Critical Path reports
Present client mid-year review.
Remain current on new products, marketing concepts and related legislation. Attend continuing education courses and miscellaneous seminars towards obtaining HIA and/or CEBS and/or MHP.
Travel to prospect and client location as required for sales calls, enrollment meetings, policy/contract delivery, problem resolution, and goodwill.
Back up Account Managers as needed; correspond with clients, resolve issues, provide guidance and perform enrollment meetings; ongoing support.
Experience / Educational Requirements:
College degree in business or related field plus two years work experience preferred.
Knowledgeable of health and related group insurance products, general financial practices, policy servicing and application processing.
Group I license for life and health required.
Skill and Quality Requirements:
Computer and office equipment skills required:
Word-processing Software (Word)
Ability to learn Database (Agency Expert)
General office equipment including copier, fax, 10-key calculator, binder and phone.
Good data entry skills: typing 35 wpm.
Spread sheet development and preparation.
Proposal preparation (utilizing word-processor and/or computerized presentation packages).
Must be organized with attention to detail; dependable; flexible in changing priorities; able to handle multiple tasks.
Excellent interpersonal and communication skills (oral, written and presentation):
Formal presentation skills.
Ability to speak before clients/groups with poise, voice control and confidence, using correct English and well-modulated voice.
Ability to prepare business letters, memos, summaries and reports, using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.
Leadership, sales, team and customer service attitude.
Good decision making ability; utilize independent/abstract thinking skills as needed.
Ability to supervise others.
Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagrammatic form.
Valid driver’s license, safe driving record, and proof of insurability.
Communicates with individuals over the phone and in person.
Good visual acuity for fine details.
May lift packages weighing up to 20 pounds.
Note: This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. Reasonable accommodation will be provided to qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not be construed as a contract for employment.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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 hubinternational.com.
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