Employee Benefits Consultant

About the role:

The Consultant 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 Consultant 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 Consultant will interface with Client Managers and SMEs directly for assigned clients, involving leveraging individuals appropriately in service related activities to support client needs. In general, the Consultant will lead service teams to provide overall strategy to clients within an assigned book of business. Client Managers will support the Consultant 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 Consultant with coordinating/presenting materials related to specific topics.

In this role, you will:

  • Lead service teams to provide strategic EB solutions
  • Work alongside and cooperatively with Sales Executives, if assigned on clients, serving as HUB's primary consultant to the client. The Sales Executive has primary responsibility for client relationship management and initiating new sales. The Consultant has primary responsibility for retaining the client, acting as the de facto technical expert and broker-consultant. In some instances no Sales Executive will be assigned, and the Consultant 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 client's 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
  • Directly oversee and coordinate the delivery of HUB's entire value proposition to assigned clients throughout the policy cycle, including but not limited to a multi-year strategy, Compliance, Data Analytics and Underwriting, Employee Communications, Health and Performance, Technology, and Voluntary Benefits
  • 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 Consultant or via HUB colleagues (e.g. AAE, SME, etc.). The Consultant 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 client's 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

What you offer us:

  • Bachelor's degree
  • At least 3 years of EB brokerage experience servicing 100+ clients
  • 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

What we offer you:

  • A rewarding job that helps local businesses in the community
  • Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
  • Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
  • A work/life balance because that's important for all of us
  • Learn from the expertise of your coworkers
  • Growth- HUB is growing, and so can your career
  • Be part of a motivated team

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