Huntington National Bank Insurance Account Executive Senior in Akron, Ohio
Possess a high degree of Employee Benefits product knowledge and technical expertise including carrier products and services, compliance and regulatory requirements, health plan implementations, claims utilization and self-funded plans. Act independently and with a team on the service and retention of a designated book of business including large, complex accounts. Lead client and employee meetings including renewal presentations, year-end reviews and open enrollment meetings. Work independently or with a sales consultant to develop client strategic initiatives. Direct the new business and renewal marketing activities. Seek account rounding and referral opportunities for existing clients, as well as develop new client sales opportunities. Prioritize effectively and respond in optimal time frames while working in a fast-paced team environment.
This position requires 25% travel.
Maintain responsibility for self-management and development
Meet with supervisor to ensure alignment and gain agreement on goals and performance standards
Record updates on goal achievements as indicated throughout year
Maintain excellent performance standards and act as role model and/or mentor to other colleagues.
Represent Huntington Insurance as a product expert by staying current with industry changes, trends and opportunities.
Maintain and develop product line knowledge through participation in educational opportunities
Act as a resource for continuous improvement initiatives
Comply with Agency Procedures
Comply with corporate and agency policies and procedures and all subsequent updates
Adhere to agency service standards and timelines
Utilize agency technology and software applications including agency management systems, document management systems and workflows
Comply with procedures as outlined in the Huntington Employee Handbook
Provide Customer Service to Agency Clients
Respond to internal and external service inquiries within optimal time frames
Take ownership of client relationships, managing customer inquiries and problem resolution and responding in an optimal time frame
Coordinate and communicate client service needs, direct and assisting team members as needed
Conduct periodic exposure analysis reviews with clients and prospects
Prepare stewardship reports and risk management documents as needed
Provide guidance to other team members as needed
Coordinate the Delivery of Agency Products and Services
Coordinate, direct and oversee the marketing process independently or in conjunction with the producer and other team members
Work with clients and carriers to obtain necessary data throughout the marketing process
Submit quote requests and monitor carrier responses.
Negotiate coverage pricing and conditions to meet client needs
Review carrier quotes and conditions to ensure compliance with quality assurance standards
Deliver new business and renewal recommendations within the established time frame
Prepare and review client summary and proposal documents
Deliver client proposals and policies as requested
Submit new business and renewal orders to carrier and monitor receipt of coverage documents
Review proposals, policies, and other documents for quality assurance requirements in accordance with agency procedures
Schedule and conduct client appointments and meetings as need
Participate in Agency Growth Initiatives
Identify account rounding coverage opportunities
Obtain and present quotes for recommended coverage
Seek cross sell and referral opportunities across product lines
Conduct or assist with new business prospecting activities
Maintain Agency Data
Maintain and update client and policy data per agency procedures
Utilize agency management systems, workflow applications and diary systems to ensure timely service and follow up
Document correspondence, conversations and tasks according to agency procedures
Assist in Colleague Development
Serve as product and technical expert and resource as requested
Assist with colleague training as requested
Participate in corporate projects and initiatives
Assist with workflow development and implementation to support corporate initiatives
Perform other duties as assigned by management
Adhere to bank policies and procedures and comply with legal and regulatory requirements.
Maintain and follow effective controls and processes to ensure risks are measured, monitored and controlled.
Adhere to compliance requirements on an on-going basis.
Maintain knowledge of risk-related changes that could impact assigned work functions and processes.
Life and Health Insurance License
Minimum of 7 years' experience in the Health Insurance Industry
EEO/AA Employer/Minority/Female/Disability/Veteran/Sexual Orientation/Gender Identity
Tobacco-Free Hiring Practice: To demonstrate our commitment to health and wellness, Huntington will not hire any candidate who uses tobacco or any nicotine product including, but not limited to, cigarettes, cigars, pipes, smokeless tobacco, chewing tobacco, snuff or snus, nicotine gum, the nicotine patch or any other kind of nicotine replacement product (where permitted by applicable state law). Candidates applying for positions in those states will be notified of this practice during the recruitment process and, if offered a position, will be screened for cotinine (to check for use of tobacco and/or nicotine products and/or nicotine replacement therapy products) before they begin employment. If the position to which you're applying is covered by this practice, the job application will provide greater detail as to what constitutes tobacco use.
Huntington does not accept solicitation from Third Party Recruiters for any position.