Account Executive
Company | HUB |
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Location | Lakewood, NJ, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Senior |
Requirements
- College degree or equivalent work experience
- Minimum of 5 years experience in brokerage, consulting, insurance company, or corporate benefits environment
- Experience working in markets not limited to NY/NJ a plus
- Excellent analytical & problem-solving skills
- Excellent verbal and written communications skills
- Excellent interpersonal skills
- Computer literate in Word, Excel and PowerPoint
- Highly detail-oriented
- Ability to multi-task
- Must have valid Life and Health License
Responsibilities
- Day to day contact for client
- Develop strong relationships
- Resolve claims and administrative issues
- Act as liaison with insurance carriers and as an advocate for clients
- Conduct group enrollment meetings
- Design benefit plan in conjunction with client needs and financial resources
- Process renewals, including competitive bidding, providing cost effective plan design alternatives and employee contribution scenarios
- Prepare spreadsheets and renewal presentations as appropriate
- Prepare summary plan descriptions and other employee communication materials
- Provide client with periodic financial reports (monthly, quarterly, or annually, as provided by insurer) to assess plan’s performance and as a tool for renewal planning
- Coordinate timely delivery of Schedule A information for 5500 preparation, as appropriate
- Maintain & manage client information through HUB’s Agency Management System & data standards
- Coordinate health fairs and wellness initiatives when requested by client
- Prepare claim utilization analysis on self funded and fully insured clients, as appropriate
- Secure stop-loss coverage for self insured clients, as appropriate
Preferred Qualifications
- Experience working in markets not limited to NY/NJ a plus