About HUB
Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 570+ offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

We currently have an opportunity for an Employee Benefits Practice Manager – Greater Philadelphia.

SUMMARY

The Employee Benefits Practice Manager 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 Employee Benefits Practice Manager 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 Employee Benefits Practice Manager will lead Client Manager (CM) and SMEs directly for assigned clients, involving leveraging individuals appropriately in service-related activities to support client needs. In general, the Employee Benefits Practice Manager will lead service teams to provide overall strategy to clients within an assigned book of business. CMs will support the Employee Benefits Practice Manager 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

• Oversee 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 HUB’s 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 HUB’s 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 broker-consultant. In 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.
• Create 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.
• Create 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.
• Establish and oversee annual service calendars that includes but is not limited to Compliance, Health and Performance Strategy, Pre-Renewal Strategy, Renewal, and Post-Renewal Debrief/Stewardship meetings.
• Manage all client service deliverables promptly and professionally, either directly by the BC or via HUB colleagues (e.g. CM, SME, etc.). The SBC is accountable for the competence, timeliness, and quality of all deliverables to the client.
• Identify and create 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.
• Track and coordinate 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.
• Execute efficiency with HUB systems, procedures and state/federal insurance regulations.
• Maintain applicable licensing by participating in continuing education to ensure compliance.
• Design and deliver expert group presentations using various media to the client
• Execute expert communication, orally and written for client and carrier communications and deliverables .
• Execute the delivery of client monthly financial reports with written explanations, notes, and or other helpful details

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

• Bachelor’s 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

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 50%

Required Education: Some college (no degree)

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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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