Strategic Account Executive

Position Overview

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Strategic Account Executive for our Houston, TX office. The Employee Benefits Strategic Account Executive serves as the strategic leader or member of the client management team for the most complex benefit accounts, and is responsible for client satisfaction, strategic planning, and quality assurance. Position Summary: The Account Executive serves as the strategic leader or member of the client management team for the most complex benefit accounts and is responsible for client satisfaction, strategic planning, and quality assurance.

Key Responsibilities

• Manage a complex book of business comprised of clients with various funding methods and advanced contract features that require a higher level of expertise.
• Provide strong insurance technical expertise to clients and members of the internal account management and sales teams.
• Work at a strategic level to develop and retain consultative, partnership relationships with customers and prospects.
• Create and execute proactive and ongoing contact initiatives.
• Develop, execute, and monitor comprehensive customer service plans that reflect the customer's business and risk management goals.
• Delegate administrative client tasks to account team members.
• Serve as the main point of contact for “C Suite” clients including managing all escalated issues.
• Coordinate with internal partners, clients, and carriers to ensure accurate and timely response to outstanding issues.
• Oversee data preparation for RFPs and manage the marketing/negotiation process for clients.
• Assist in preparing renewal and new business proposals and develop standard and custom materials for client meetings.
• Educate and advise clients on all employee benefit topics ranging from specific insurance products to compliance and data analysis.
• Attend and lead client meetings as required, including occasional travel.
• Maintain actuarial and data analytical reports and document all relevant client communications in the agency management system.
• Perform other miscellaneous projects supporting the overall department and team.

Required Qualifications

• Location: Houston, TX
• Experience Required: 5+ years of previous employee group benefits experience
• Qualifications: Life and DI License
• Proactive with a strong customer service focus and excellent technical expertise in insurance and employee benefits.
• Ability to work effectively in a fast-paced team environment and manage priorities efficiently.
• Strong communication, negotiation, and relationship management skills.
• Proficiency with internet-based programs and Microsoft Office products.
• Demonstrated leadership, analytical, and problem-solving abilities with keen attention to detail.

Benefits & Perks

• Higginbotham offers comprehensive medical, dental, vision, prescription drug coverage, a 401K plan, an equity incentive plan, and multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Company paid holidays plus PTO.
• Employee Wellness Program.