Account Executive driving growth and managing client relationships in SaaS solutions for the cargo industry at CargoSprint. Collaborating with sales and marketing teams to achieve targets and improve customer success.
About the role
- Employee Benefits Account Executive leading client strategy and account retention for HUB, a global insurance broker. Managing clients and mentoring team members with industry expertise.
Responsibilities
- Manage and retain assigned book of benefits accounts
- Provide oversight and direction to other assigned team members
- Be responsible for account retention that meets or exceeds annual goals
- Identify opportunities for cross-sell and up-sell of HUB products and services when appropriate for the clients’ needs
- Be knowledgeable of changes in the insurance industry and regularly attend industry events, seminars, or conferences
- Intervene to resolve escalated and/or complex service issues
- Negotiate and advocate on clients’ behalf with insurance carrier representatives
- Appropriately document transactions with clients and carrier representatives
- Participate or assist in the new business process
- Work independently, as well as delegate workflow to the service team
- Review contracts, plan documents, and plan summaries for accuracy
- Prepare benchmark reporting
- Responsible for oversight of clients’ compliance needs
- Prepare and present presentation materials for all client meetings and direct team members’ roles within those presentations
Requirements
- 7+ years of relevant experience in employee benefits within a brokerage environment
- High school diploma required, college degree preferred
- Proficiency in MS Office
- Excellent written and oral communication skills
- Excellent organizational and prioritization skills
- High attention to detail essential
- Proven ability to work independently and take leadership on accounts
- Proven ability to support new business development
- Mastery presenting to clients and their employees
- Financial background or acumen preferred
- Ability to mentor other team members
- Professional designation(s) preferred
- Industry or community involvement preferred
- Life, Accident, and Health License
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- Voluntary insurance options
- Generous time-off policies
- Work/life balance
- Professional development opportunities
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