Hueman Private Investment Talent Solutions

Freestone Insurance Group has partnered with Hueman to find a Account Executive in Scottsdale, Arizona.
 
The Account Executive performs a vital role at Freestone Insurance Group. As the “face” of Freestone for our clients/prospective clients, the Account Executive will cultivate and build strong, long-term relationships with our clients as their trusted Employee Benefits advisor.
  

Freestone Insurance Group is a specialty-consulting firm focused on the service, brokerage and administration of corporate and personal insurance services. Freestone Insurance Group was founded to provide advisory services to clients managing their personal assets, corporate liability and employee workforce. Recognizing an opportunity to provide a higher level of service to enterprise management teams, Freestone Insurance Group was formed to raise the bar in corporate insurance advisory.

RESPONSIBILITIES:

• Primary client relationship manager for the Freestone team
• Responsible for overall oversight and management of client’s employee benefits program for the Freestone team
• Work collaboratively with Freestone Sales team on all small and mid-market prospective clients
• Attend and participate in prospective client meetings/calls with Freestone Sales team and lead Benefits discovery/discussion
• Prepare implementation/renewal timelines and communicate those expectations both verbally and in writing (clients/prospects)
• Responsible for leading pre-renewal discussions with clients/prospects including preparation of those meeting/call materials
• Provide data analysis to support renewal recommendations/strategies for clients/prospects given desired financial and benefit program goals
• Work closely with assigned Account Manager on RFP/marketing strategy and workflow as needed (clients/prospects)
• Present renewal/marketing proposal and lead/manage that discussion with clients/prospects
• Prepare employer contribution strategy analysis and work with clients to finalize contribution structure each year
• Oversee OE expectations working closely with Account Manager to ensure all tasks and deliverables are provided timely (pre, during and post OE)
• Attend and present for client OE meetings as needed
• Develop strong relationships with our vendor partners
• Provide ongoing industry/compliance content and updates to clients
• Work closely with Account Manager on escalated vendor management or client service issues as they arise

QUALIFICATIONS:

• Bachelor’s Degree or related field and/or years of experience equivalent
• 7+ years of client service experience is required
• Strong verbal/written and interpersonal communication skills required
• Demonstrates strong working knowledge and experience within brokerage industry
• Strong project management skills with ability to see big picture while managing smaller required tasks to fulfill client/prospect projects on time
• Embraces and supports a positive company culture
• Takes initiative in supporting our clients to create an ongoing positive service experience
• Provides creative solutions and open to thinking outside of the box

 A freestone river is an undammed natural flowing waterway devoid of obstacles in the way of its final destination. At Freestone Insurance Group, we seek to remove the obstructions that can be distracting from the core objectives of the businesses we serve. We are looking for passionate individuals to join our dynamic team. 
 
Hueman is proud to partner with Freestone Insurance Group as the exclusive recruitment partner for this role. If you are interested in learning more about a career with Freestone Insurance Group as an Account Executive, apply today!