Consultant
Hub International
- Pittsburgh, PA
- Permanent
- Full-time
- 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 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.
- 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.
- 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 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.
- 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