Benefits Consultant

Discover a Career That Empowers You Join HUB International!

At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.

Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.

We are looking for a Benefits Consultant to join our Employee Benefits team on a Hybrid work schedule.

SUMMARY

The Benefits Consultant (BC) will provide strategic account management and brokerage services to assigned health and welfare benefit plan (EB) clients having the primary responsibility for client retention. The BC is viewed as a project manager and shall be principally responsible for overseeing management of assigned clients including reoccurring interface with appropriate decision makers proactive consultation renewal process management plan design analysis funding methodology benchmarking marketing relevant collaboration with Subject Matter Experts (SME) throughout HUB and negotiation of coverage terms and conditions. Travel to meet and present to clients is required.

The BC will interface with Client Manager (CM) and SMEs directly for assigned clients involving leveraging individuals appropriately in service related activities to support client general the BC will lead service teams to provide overall strategy to clients within an assigned book of business. CMs will support the BC with executing strategies preparing materials/reports keeping internal systems up to date and acting the day-to-day contact for clients. SMEs will support the BC with coordinating/presenting materials related to specific topics.

JOB DUTIES

• Lead service teams to provide strategic EB solutions to an assigned book of EB business.

• Retain and round clients through a HUB-specific process Critical Path.

• Directly oversee coordinate and promote the delivery of HUBs entire value proposition to assigned clients via a Client Annual Timeline including but not limited to a multi-year strategy Compliance Data Analytics and Underwriting Employee Communications Health and Performance Technology and Voluntary Benefits.

• Work alongside and cooperatively with Sales Executives if assigned on clients serving as HUBs primary consultant to the client. The Sales Executive has primary responsibility for client relationship management and initiating new sales. The BC has primary responsibility for retaining the client acting as the de facto technical expert and some instances no Sales Executive will be assigned and the BC also is primarily responsible for client relationship management.

• Ensure Sales Executives when assigned are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship.

• Establish and maintain strong and productive professional relationships with C-Level and other cognizant decision makers for assigned HUB clients.

• Possess a detailed knowledge of the clients business and industry.

• Establish and maintain strong and productive professional relationships with cognizant insurance carriers and key vendor partners including a detailed familiarity with carrier and key vendor partner products and services in support of assigned clients.

• Send clients monthly financial reports with comments.

• Follow an annual service calendar that includes but is not limited to Compliance Health and Performance Strategy Pre-Renewal Strategy Renewal and Post-Renewal Debrief/Stewardship meetings.

• Ensure that all client service needs are promptly and professionally delivered either directly by the BC or via HUB colleagues (e.g. CM SME etc.). The BC is accountable for the competence timeliness and quality of all deliverables to the client.

• Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs. At all times be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers.

• Work with the client on receivables more than 30 days past-due with each unresolved circumstance documented and reported to accounting.

• Possess a mastery of the various HUB resources and tools that are available via HUB Today employing same to best serve assigned clients and work with cognizant Sales Executives.

• Have knowledge about and comply with HUB systems procedures and state/federal insurance regulations.

• Maintain applicable licensing by participating in continuing education.

• Possess a strong ability to effectively communicate orally and in writing which will include the ability to design and deliver effective group presentations using various media to the client.

• This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.

QUALIFICATIONS

• Associate degree

• At least 5 years of EB brokerage experience servicing clients with 100 or more employees

• State Life Accident and Health license

• Experience with influencing C-level executives

• Exceptional written and verbal communication skills

• Proficiency with Microsoft Office Suite

• High energy detail-oriented self-starter

• Strong leadership mentoring and team-building skills

• Significant skill in handling competing demands and projects

• Excellent organizational skills and ability to prioritize and delegate responsibility

• Strong and efficient time management skills

We Are The Perfect Fit If You

• are seeking a progressive work environment at a rapidly growing organization

• have a desire to help others protect their future

• have an entrepreneurial spirit and are challenged by the opportunity to grow the business

• are focused on learning and development to enhance your industry knowledge and expertise

• are a self-starter willing to invest time and energy to learn the technical aspects of our business

• believe in integrity and building success by developing relationships with others

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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