Full Job Description
About this Opportunity
The Health & Welfare (H&W) Practice Leader is responsible for meeting overall retention and service targets for the EB Line of Business. Reporting to the HUB President, this executive-level position is a strong client relationship manager and employee benefits expert. Further, the role is responsible for maintaining and growing our carrier and vendor relationships. This role is highly visible within the Employee Benefits operation. In partnership with the EB Sales Leader for HUB MWW, you will provide overall leadership for the Employee Benefits Line of Business.
We are the perfect fit if you:
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business • Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to master the technical aspects of our business
• Believe in integrity and building success by developing relationships with others
• Want to drive strategic planning and influence development within a dynamic team
• Can close deals and facilitate additional opportunities to support revenue growth
• Are open for personal and career growth and love collaboration
In this role, you will:
• Lead the EB Leadership Team which consists of the operational leads, business segment owners, director of analytics. and other members of the team
• Oversee full P&L accountability, ensuring financial targets are achieved and aligning operational decisions with organizational strategy.
• Direct annual budgeting and forecasting processes, driving effective allocation of resources and cost management initiatives.
• Lead capacity management strategies to optimize workforce planning, service delivery, and scalability in alignment with business demand.
• Cultivate and strengthen high-impact relationships with carriers and marketplace partners to maximize value, innovation, and business growth.
• Serve as an active member of the Executive Management Team (EMT), contributing to enterprise-wide strategy, governance, and organizational leadership.
• Be accountable for retention and service (bonus set by cross-sell and account rounding)
• Provide thought leadership for technical aspects of Employee Benefits
• Implement best practices for account stewardship
• Be responsible for recruiting, onboarding, training, and managing EB service leaders
• Go do the "tough stuff" and position your experts and resources to be the best for a client
• Optimize workflows and staffing
• Play a key role at finalist meetings as the EB Expert
• Activate and strategically deploy specialty services and experts to win business, secure existing accounts, and evolve multi-year plans for our customers
• Develop long-lasting relationships with carriers, key vendor partners, and other stakeholders and interface as needed to grow business and resolve issues
• Coordinate team to deliver necessary shared services
• Along with the EB Sales Leader, co-own/manage the EB Budget for the region
• Establish a positive service culture dependent on maximizing the strengths of each team member
• Be responsible, along with President and CSO, for implementing and executing on the Critical Path Process (HUB's strategic account planning process)
• Positively and proactively represent HUB in meetings, seminars, trade shows, and networking events
• Lead innovation and strategy for the overall practice to ensure continuous development of EB products and service offerings aligned with identified needs and future needs of EB customers
• Perform other duties as assigned
What You Offer Us:
• Bachelor's degree in a related field, or an equivalent combination of education, certifications, training, and relevant professional experience that demonstrates the knowledge, skills, and abilities required for success in the role.
• Life, Accident, and Health Insurance License required
• 10+ years of experience within employee benefits, human resources, healthcare, insurance, or a related field
• Be a hands-on manager who enjoys mentoring and direct management of staff
• Proven client service record in retaining business and improving cross-sell results
• Effective employee development procedures which address training, processes and procedures, E&O avoidance, continuing education, recruiting, hiring, and performance counseling
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates
• An ability to help our business owners evolve our service and strategic delivery to move with changing markets. We support clients across all size segments including small group, middle market, and key accounts (national and international footprints) up to 10,000+ employees.
• A passion to seek emerging strategies and vendors to support them
• A drive to complement a strong team and supplement roles where needed
• Ability to work with national accounts and companies with multi-national footprints
• Strong Financial Statement and Budget Literacy to not only support the management of profit and loss, but to communicate our value to financially-minded customers and vendors
• Strong visibility within the communities we serve
• Highly developed organization and time management skills
• Excellent listening skills
• Strong written, verbal, & interpersonal communication skills
• Public speaking and presentation experience
• Strong degree of self-motivation
• Demonstrated ability to lead/motivate others
• Influence and persuasiveness with the ability to partner across HUB and work well with segment and other practice leaders
• Proficiency in MS Office
• High attention to detail
• Ability to travel up to 50% of the time (Most travel is a day trip within the state, but there are times where you would be expected to support companies headquartered in other states)
What We Offer You:
• A rewarding job that helps local businesses in the community
• 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
• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
• Generous time-off policies (3 weeks of vacation + Personal/Sick/Floating Holidays)
• Additional benefits based on qualifications of applicant
The expected salary range for this position is $425,000.00 to $450,000.00 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.
Department Account Management & Service
Required Experience: 10-15 years of relevant experience
Required Travel: Up to 50%
Required Education: Bachelor's degree (4-year degree)