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Insurance Account Executive I in Columbus at Huntington

Date Posted: 2/15/2019

Job Snapshot

Job Description

Position Summary:

We are seeking an experienced Employee Benefit Account Executive with experience managing large, complex employer group accounts. Possess a high degree of product knowledge and technical expertise. Must be familiar with all facets of self-funded insurance medical programs, compliance, ancillary and worksite insurance products, COBRA, HRA, HAS, and FSA administration. A self-starter, comfortable in a fast pace environment navigating complex computer and document storage systems. Develop and maintain client and carrier relationships. Direct the new business and renewal marketing activities. Seek account rounding and referral opportunities. Position reports to Section Manager.

Major Responsibilities:

  1. Maintain responsibility for self-management and development

    1. Meet with supervisor to ensure alignment and gain agreement on goals and performance standards

    2. Record updates on goal achievements as indicated throughout year

    3. Maintain excellent performance standards and act as role model and/or mentor to other colleagues.

    4. Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.

    5. Maintain and develop product line knowledge through participation in educational opportunities

    6. Act as a resource for continuous improvement initiatives

  2. Comply with Agency Procedures

    1. Comply with corporate and agency policies and procedures and all subsequent updates

    2. Adhere to agency service standards and timelines

    3. Utilize agency technology and software applications including agency management systems, document management systems and workflows

    4. Comply with procedures as outlined in the Huntington Employee Handbook

  3. Provide Customer Service to Agency Clients

    1. Respond to internal and external service inquiries within optimal time frames

    2. Take ownership of client relationships, managing customer inquiries and problem resolution and responding in an optimal time frame

    3. Coordinate and communicate client service needs, direct and assisting team members as needed

    4. Conduct periodic exposure analysis reviews with clients and prospects

    5. Prepare stewardship reports and risk management documents as needed

    6. Provide guidance to other team members as needed


  1. Coordinate the Delivery of Agency Products and Services

    1. Coordinate, direct and oversee the marketing process independently or in conjunction with the producer and other team members

    2. Work with clients and carriers to obtain necessary data throughout the marketing process

    3. Submit quote requests and monitor carrier responses.

    4. Negotiate coverage pricing and conditions to meet client needs

    5. Review carrier quotes and conditions to ensure compliance with quality assurance standards

    6. Deliver new business and renewal recommendations within the established time frame

    7. Prepare and review client summary and proposal documents

    8. Deliver client proposals and policies as requested

    9. Submit new business and renewal orders to carrier and monitor receipt of coverage documents

    10. Review proposals, policies, and other documents for quality assurance requirements in accordance with agency procedures

    11. Schedule and conduct client appointments and meetings as need

  2. Participate in Agency Growth Initiatives

    1. Identify account rounding coverage opportunities

    2. Obtain and present quotes for recommended coverage

    3. Seek cross sell and referral opportunities across product lines

    4. Conduct or assist with new business prospecting activities

  3. Maintain Agency Data

    1. Maintain and update client and policy data per agency procedures

    2. Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up

    3. Document correspondence, conversations and tasks according to agency procedures

  4. Assist in Colleague Development

    1. Serve as product and technical expert and resource as requested

    2. Assist with colleague training as requested

  5. Corporate Initiative

    1. Participate in corporate projects and initiatives

    2. Assist with workflow development and implementation to support corporate initiatives

    3. Perform other duties as assigned by management

Quality Assurance:

  1. Adhere to bank policies and procedures and comply with legal and regulatory requirements.
  2. Maintain and follow effective controls and processes to ensure risks are measured, monitored and controlled.
  3. Adhere to compliance requirements on an on-going basis.
  4. Maintain knowledge of risk-related changes that could impact assigned work functions and processes.

Basic Qualifications:

Bachelors Degree

Minimum 7 years' experience managing large, complex employer group accounts.

EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Huntington does not accept solicitation from Third Party Recruiters for any position.
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