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HUB International

Global insurance brokerage and risk management

Senior Account Executive

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A college degree or equivalent work experience is required.
  • At least 5 years of experience in a brokerage, consulting, insurance company, or corporate benefits environment is required.
  • Strong analytical and problem-solving skills are required.
  • Strong interpersonal skills are required.
  • Strong verbal and written communication skills are required.
  • Proficiency with Microsoft Office and strong attention to detail and ability to multitask are required.
  • A New York State Life, Accident, and Health license is required.
  • Advanced Microsoft Excel proficiency, including pivot tables, VLOOKUPs, XLOOKUPs, and financial modeling, is required.
  • Comprehensive knowledge of self-insured funding arrangements, stop-loss structures, and applicable regulatory requirements is required.
  • Experience working with financial analytics teams to develop data-driven client strategies and presentations is required.

Responsibilities

  • Provide full-service account management for clients in the Employee Benefits Department, independently managing health and welfare plan accounts, including medical, dental, short- and long-term disability, vision, life and accidental death and dismemberment, travel accident, voluntary benefits, and long-term care plans.
  • Serve as the primary contact for complex, high-revenue key accounts by providing consultative guidance and proactive service.
  • Collaborate with the financial analytics team to interpret claims and utilization data and present strategic recommendations to clients.
  • Conduct self-insurance feasibility analyses and advise clients on funding strategies, including transitions between fully insured, level-funded, and self-funded arrangements.
  • Maintain day-to-day client contact and develop and maintain strong client relationships.
  • Resolve claims and administrative issues, liaise with insurance carriers, and advocate for clients.
  • Design benefit plans in alignment with client needs and financial resources.
  • Process renewals, including competitive bidding, cost-effective plan design alternatives, and employee contribution scenarios.
  • Prepare spreadsheets, renewal presentations, summary plan descriptions, and employee communication materials.
  • Provide clients with periodic financial reports, monthly, quarterly, or annually, to assess plan performance and support renewal planning.
  • Coordinate timely delivery of Schedule A information for Form 5500 preparation, as appropriate.
  • Maintain and manage client information through HUB’s Agency Management System and data standards.
  • Support new-business prospecting and participate in finalist presentations, as needed.
  • Analyze alternative funding arrangements and model financial impact scenarios to support client decision-making.
  • Prepare claim utilization analyses for self-funded and large fully insured clients, as appropriate.
  • Secure stop-loss coverage for self-insured clients, as appropriate.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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