Employee Benefits Financial Manager

About this role:

The focus is to provide analytics, financial analysis, and return on investment solutions primarily to self-funded and ASO clients. In addition, you will also be responsible for managing a few entry level analysts.

You will work with EB Sales Executives, Account Executives, and clients to assist with the delivery and presentation of cost management data and associated solutions that provide bottom line impact. You will play a consultative role in large prospect RFP presentations and client renewal presentations where and when appropriate.

In this role, you will:

• Consult with employers regarding their Health & Benefits strategy, including claim forecasting, plan design modeling, contribution setting, and reserve development, etc.
• Provide feedback, coaching and accountability on a regular basis to analysts so they have an indication of their progress.
• Evaluate team member performance through the appraisal process on an annual basis.
• Lead financial deliverables and client presentations for employers ranging in size from 250 – 20,000 employees, with a strong focus on underwriting.
• 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.
• Measure results against goals and plans for necessary improvements.
• Help manage a book of business (> 100 ee's or complex accounts) in tandem with Producers and the Account Executives
• Support new and existing business by matching client needs, cost management solutions, and HUB’s unique strategic sales/technology approach.
• Delegate assistance to or directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise.
• Support Producers and Account Management team as necessary in a basic understanding of our capabilities to clients.
• Participate in internal initiatives that foster growth and improvement in our business area and across business areas
• Actively participate in Data Analytic Group meetings and training opportunities
• Understand the budgetary impact of their actions on HUB profitability and act accordingly; and apply the same standards in working with clients.
• Recommend/implement processes that increase efficiency and/or reduce cost
• Demonstrate in-depth understanding of revenue/expense and cash flow management

What You Bring:

• Ability to travel to all Texas office locations and client sites as needed.
• College Degree required.
• Valid Life/Health Insurance Producer License required.
• 3-5 years of experience in employee benefits consulting, ideally with in-depth knowledge of various funding types, underwriting, pharmacy and stop loss contracts, as well as cost management solutions like direct provider contracts, value-based payments, onsite/near site clinics, and captives.
• Extensive knowledge of employee benefits, alternative risk management techniques, and the local market
• Previous experience in agency and/or staff management
• Excellent written and verbal communication skills

What We Offer:

• 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
• A work/life balance because that’s important for all.
• Learn from the expertise of your coworkers.
• Growth- HUB is growing, and so can your career.
• Be part of a motivated team.

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: Up to 25%Required Education: Bachelor's degree (4-year 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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