Financial Consultant, Employee Benefits Insurance

HUB International • Sandy, UT

1d

About The Position

Our Employee Benefits team is growing, and we’re looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In this role, you’ll play a key part in supporting our producers and account executives through expert financial analysis, cost management strategies, and innovative funding approaches that drive client success. In this role, you will: Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities Train and mentor members of the Financial Consulting team Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs Help manage a book of business (> 100 EEs or complex accounts) in tandem with Producers and the Account Executives Support new and existing business by matching client need, cost management solutions, and HUB’s unique strategic sales/technology approach Manage carrier/vendor relationships for cost management programs Understand the financial impact of his/her actions on HUB profitability and act accordingly; and apply the same standards in working with clients Recommend/implement processes that increase efficiencies and/or reduce cost Demonstrate in-depth understanding of revenue/expense and cash flow management

Requirements

• 5 + years of experience in employee benefits consulting preferred, ideally with in-depth knowledge of various funding types, underwriting, pharmacy and stop loss contracts, as well as cost management solutions like direct primary care, value based payments, onsite/near site clinics, and captives
• Extensive knowledge of employee benefits, alternative risk management techniques, and the local market
• Bachelor’s degree required
• Ability to travel to all Colorado office locations and some client sites as needed
• Valid Life/Health Insurance Producer License required
• Excellent written and verbal communication skills

Responsibilities

• Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise
• Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities
• Train and mentor members of the Financial Consulting team
• Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration
• Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs
• Help manage a book of business (> 100 EEs or complex accounts) in tandem with Producers and the Account Executives
• Support new and existing business by matching client need, cost management solutions, and HUB’s unique strategic sales/technology approach
• Manage carrier/vendor relationships for cost management programs
• Understand the financial impact of his/her actions on HUB profitability and act accordingly; and apply the same standards in working with clients
• Recommend/implement processes that increase efficiencies and/or reduce cost
• Demonstrate in-depth understanding of revenue/expense and cash flow management

Benefits

• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
• Generous time-off policies
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees