Higginbotham · 2 hours ago
Strategic Account Executive
Houston, TX
Full-time
Hybrid
Senior Level
5+ years expHigginbotham is a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, and they are seeking an Employee Benefits Strategic Account Executive. The role involves serving as the strategic leader for complex benefit accounts, ensuring client satisfaction, strategic planning, and quality assurance while managing a complex book of business.
Insurance
Responsibilities
Manage a complex book of business comprised of clients with various funding methods, advanced contract features and structures that require a higher level of expertise
Provide strong insurance technical expertise to clients and members of the internal account management and sales teams
Works at a strategic level to develop and retain consultative, partnership relationships with customers/ prospects
Creates and Executes proactive and on-going contact initiatives
Develops, executes, and monitors 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, which includes all escalated issues
Serve as primary internal contact to coordinate all deliverables for clients
Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues
Oversee data preparation for all RFPs and manage the marketing/negotiation process for clients
Assist in preparation of renewal and new business proposals
Prepare standard and custom materials needed for client meetings including but not limited to agendas, reports, calendars, etc
Educate, advise and be a technical expert for clients on all employee benefit topics ranging from specific insurance products to compliance topics and data analysis
Expected to attend, and lead as needed, client meetings (occasional travel may be required)
Maintain various actuarial and data analytical reports for clients
Consults regularly with clients to review claims experience, trends, discuss strategies
Document items in agency management system
Maintain current, sound documentation of all pertinent business-related activities and communications regarding clients’ account and ensure protection and security of sensitive client data
Other miscellaneous projects that support the overall department and team
Qualification
Required
5 (+) years of previous employee group benefits experience required
Life and DI License required
Proactive, customer service focus
Ability to work in fast-paced, team environment with minimal instructions
Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances
Professional demeanor, sensitive to client needs, self-motivated, creative, and innovative
Knowledge of the full range of Group Employee Benefit products – medical, dental, vision, life, disability, etc.; including applicable carrier networks, carrier administrative guidelines, and compliance requirements
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Strong communication and negotiation skills
Proficiency with internet-based programs and Microsoft Office products
Keep informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance
Able to assist and mentor account management team members as needed
Leadership: Display leadership skills and ability to motivate fellow employees (If applicable)
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Benefits
Medical, dental, vision, prescription drug coverage
401K
Equity incentive plan
Multiple supplemental benefits for physical, emotional, and financial wellbeing
Company paid holidays
PTO
Employee Wellness Program
Company
Higginbotham
Higginbotham is a provider of insurance brokerage services to businesses and individuals.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Rusty Reid
Chairman, President & CEO
Andrew Reutter
Chief Financial Officer & Chief Operating Officer
Recent News
2025-12-16
2025-12-10
Company data provided by crunchbase