Employee Benefits Strategist

HUB International•Indianapolis, IN

3d•Hybrid

About The Position

At HUB International, we are a team of entrepreneurs who believe in empowering our clients by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop tailored solutions. We also believe in empowering our employees, offering resources in technology and industry expertise while maintaining a local flavor. Our structure allows teams to preserve their unique regional cultures. HUB is the 5th largest global insurance and employee benefits broker, offering a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. With over 16,000 employees in over 500 offices across North America, HUB has experienced substantial growth, partly due to our industry-leading success in mergers and acquisitions.

Requirements

BS or BA preferred
5+ years Insurance industry experience preferred
3+ years of outside sales experience; including presenting in front of C-Suite
3+ years of leadership experience
Requisite insurance licenses will be required within 6-months of hire
Intermediate MS office experience, including excel
Experience with cold-calling, prospecting, business planning, goal setting
Proven record of achieving sales and business goals
Ability to travel to outer offices 30-40% of time
7-10 years of relevant experience
Up to 25% travel

Responsibilities

Leadership, Management, and Accountability for the marketing support role which includes Presentations, Social Media, HUB Visibility, Event Support
Enroll new clients over $20k in our online resource library (Zywave, ThinkHR, etc.)
Face to Face meeting or Go-To Meetings with clients to provide online resource training
Assists producers with demonstration to prospects/ clients of resources
Producer capabilities training
Creation of capabilities documents
Hold quarterly technology training sessions with producers
Member of the HUB Start Onboarding team
Manage onboarding schedule for new producers, account executives, and marketing team members
Create training plan with CSO for new producers
Plan all client events, assist with planning of sales events
Oversight of producer budgets
Coordination of bi-monthly sales meetings
Coordinate and interface with marketing / client communications
Coordinate associations, memberships, Co-op, and carrier dollars to ensure most effective usage and appropriate management to budgeted levels.
Assist with preparation of Forecast, Monthly Sales, Channel Meetings, and other important sales events including Sales retreat, HR Masterminds, etc.
Regular reporting of weekly sales scorecard items
Attendance on regional sales calls and SRM Conference
Management of CORE & KLPZ including auditing of books of business to insure client contacts are in place
Provide direction of AV Technology
Work with ELT and Team Leaders to develop a communication strategy to use when rolling out a new process or procedure across middle market P&C and EB.
Assist with the integration process during an acquisition