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Account Executive

May 22, 2025May 22, 2025

Account Executive

CompanyHUB
LocationLakewood, NJ, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

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


TaggedBachelor'sCustomer SuccessFinance & Operations & StrategyHUBSales & Account ManagementSenior

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