Full-Time

Benefits Technology Specialist 2

Posted on 8/22/2025

HUB

HUB

10,001+ employees

Global insurance brokerage with risk management

Compensation Overview

$25 - $38/hr

+ Bonuses + Equity + Commissions

Fresno, CA, USA + 4 more

More locations: San Francisco, CA, USA | Los Angeles, CA, USA | Sacramento, CA, USA | Roseville, CA, USA

In Person

Category
IT & Security (2)
,
Requirements
  • High School / GED required; Bachelor’s degree preferred
  • 3-6 years related experience and/or training or equivalent combination of education & experience
  • The ideal employee will be able to sit in any CA city
  • Current life and health license preferred
  • Hold a valid license in good standing (as per the job's notes)
Responsibilities
  • Configures and maintains HUB preferred Benefits Administration system for qualified clients based on client provided requirements.
  • Tests new and existing system functionality to ensure accuracy of client system configuration with integration, regression and acceptance test plans.
  • Ensures all services are implemented according to established project plans and all client deliverables meet quality standards.
  • Updates systems as requirements change each plan year or as needed throughout the plan year (this includes benefit class matrix, requirements document, rates, permissions, field options, site text).
  • Trains clients and internal account service team on the use of system and provides demonstrations as needed.
  • Works with Employee Benefits producers to present HUB preferred Benefits Administration system to qualified clients and prospects.
  • Maintains thorough understanding of all internal systems to respond to general and specialized client requests.
  • Verifies technical reference information, including user guides, training manuals, and system requirements are compliant, accurate and up-to-date.
  • Strong understanding of Affordable Care Act Reporting.
  • Applies specialized expertise in ACA compliance, exercising professional judgment on regulatory reporting approaches.
  • Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance.
  • Provides resolution of client issues by researching and responding to questions and concerns about the use of HUB International products.
  • Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses.
  • Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
  • Exercises independent judgment in system design, configuration, and architecture decisions for Benefits Administration platforms.
  • Develops testing strategies and makes authoritative deployment decisions using specialized technical expertise.
  • Applies discretionary authority in project management, establishing timelines, standards, and resource allocation.
  • Independently analyzes regulatory and business requirements to determine system modifications and implementation priorities.
  • Designs EDI, API, and 834 structures and integration strategies, exercising independent judgment on technical specifications.
  • Serves as subject matter expert, developing specialized training and providing strategic consultation to clients and internal teams.
  • Acts as technology advisor in business development, independently evaluating client needs and recommending solutions.
  • Manages strategic client relationships and independently resolves complex technical issues requiring advanced problem-solving.
  • Exercises discretionary authority in documentation standards, data integrity, professional development, and special projects.
  • Knowledge of benefits-related compliance (HIPAA, ERISA, COBRA, Section 125, FMLA interplay)
  • Performs other duties and projects as assigned.
Desired Qualifications
  • Life & Health license preferred
  • Bachelor’s degree preferred
  • 3-6 years related experience and/or training or equivalent combination of education & experience (if not already in requirements)

HUB International is a global insurance brokerage that offers property and casualty, life and health, employee benefits, investment, and risk management services through a network of local offices across North America. It works by matching clients with brokers and risk advisors who tailor insurance and financial solutions, earning commissions and fees from brokerage and advisory services. HUB differentiates itself with its large, decentralized network that combines local market knowledge with global resources and a growth-by-acquisition model to expand geographic reach and expertise. Its goal is to help individuals and businesses manage risk, protect assets, and achieve financial stability by providing integrated insurance and risk management solutions.

Company Size

10,001+

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$8.5B

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Cross-sell can lift organic growth and deepen wallet share across clients.
  • Specialty hires strengthen brokerage penetration in construction, mining, healthcare, and life sciences.
  • Paycor partnership expands access to mid-market HCM-adjacent advisory and benefits wins.

What critics are saying

  • Decentralized acquisitions create integration friction and producer retention risk.
  • Large brokers pressure HUB on enterprise accounts and employee benefits pricing.
  • Specialty expansions face intense talent competition and volatile client demand.

What makes HUB unique

  • Decentralized North American offices pair local advice with global brokerage resources.
  • Cross-sell leadership ties commercial, benefits, private client, and wealth businesses.
  • Specialized practices target complex risk, life sciences, and mid-market HR integration.

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Your Connections

People at HUB who can refer or advise you

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Paid Vacation

Flexible Work Hours

Professional Development Budget

Conference Attendance Budget

Unlimited Paid Time Off

Mental Health Support

Wellness Program

Phone/Internet Stipend

Home Office Stipend

Growth & Insights and Company News

Headcount

6 month growth

-6%

1 year growth

-6%

2 year growth

-6%
Paycor
May 14th, 2026
Why HUB International and Paycor are redefining HR support for mid-market businesses.

Why HUB International and Paycor are redefining HR support for mid-market businesses. Last Updated: May 14, 2026 | Read Time: 4 min Most mid-market companies have either strong HR technology or strong benefits expertise. Rarely both. HUB International and Paycor are changing that by bringing together HCM infrastructure and benefits advisory depth in a way that gives growing businesses the integrated support that was previously out of reach. Ready When It Matters Most Running a mid-market business means navigating uncertainty every single day. Shifting compliance requirements, talent pressures, economic turbulence - it never really stops. And when it hits, you need more than software. You need a team. HUB International brings deep insurance, risk management, and employee benefits expertise so your business is protected when the unexpected strikes. Paycor's HCM platform and in-house HR experts keep your people supported, developed, and retained - handling both the work you can plan for and the challenges you can't. The Mid-Market HCM Solution That Does It All What sets this partnership apart is the combination of capabilities on both sides of the table. Paycor delivers a unified HCM platform spanning HR, payroll, and benefits administration, backed by in-house HR experts who support clients through day-to-day complexity and unexpected challenges alike. HUB International adds deep benefits advisory expertise, HCM platform strategy, and the ability to guide mid-market businesses through technology selection, implementation, and optimization. As a strategic partner who has done this across hundreds of clients. What This Means for HUB Brokers With Paycor behind you, you walk into every client conversation with more to offer than anyone else at the table. That means 700+ HR experts, proactive HRBP support, and deep subject matter expertise in benefits and compliance. You can address challenges your clients haven't even thought to ask about yet. What This Means for Your Clients For mid-market businesses working with HUB, this partnership means fewer gaps and less friction. Clients get a unified HCM platform that scales with their business - from core payroll and compliance to more complex HR needs - paired with HUB's benefits advisory expertise to make sure their technology and their benefits strategy are actually working together. That combination of platform depth plus strategic advisory is what mid-market businesses have historically had to piece together on their own. This partnership changes that. A Partnership Built for What's Next Adam Ante, Senior Vice President at Paycor, put it well: "The partnership with HUB underscores a mutual responsibility to empower mid-market businesses to thrive in an increasingly competitive and intricate landscape. Together, we are mitigating risk and simplifying complexities for HR leaders, enabling them to concentrate on workforce engagement, talent pipeline development, and significantly contributing to the company's bottom line." Ready to learn more about what the Paycor and HUB International partnership means for you? Visit paycor.com/hub-international

Captive Review
Mar 9th, 2026
Hayes promoted to EB VP at HUB

Hayes promoted to EB VP at HUB. Gretchen Hayes promoted to new position at HUB International after eight years with the company as a benefits consultant Gretchen Hayes has been promoted to the role of vice president of employee benefits at HUB International. Hayes has spent the last eight years at HUB as a benefits consultant. Employee benefits is experiencing an uptick in interest among captives currently, and Hayes' promotion follows the recent hire of Ellen Sue Bernards as its new alternative risk solutions practice leader. Hayes' new role sees her partner with employers to take a strategic approach to benefits, using data, funding strategy, and workforce insights to design programmes that support both organisational goals and employee wellbeing.

PlanAdviser
Feb 13th, 2026
Retirement Industry Deals & People Moves - 2/13/2026

Retirement industry deals & people moves - 2/13/2026. Citi hires heads of multi-asset-class solutions, portfolio construction; Hub International appoints vice president, private client risk adviser; and more. Reported by Citi Wealth hires heads of multi-asset-class solutions, portfolio construction. Citi Global Wealth Investments, a division of Citigroup Inc., hired Matt Hoehn as head of multi-asset-class solutions and Olaolu Aganga as head of portfolio construction. Previously, one person headed both multi-asset-class solutions and discretionary alternatives, a firm spokesperson confirmed to PLANADVISER. Victor Leong recently held the MACS role, according to a March 2025 filing from Citi. Christopher DiStaulo, who was a director and portfolio manager within Citi's private alternatives business, now serves as the head of discretionary alternative solutions. Hoehn previously served as a managing director at Blackstone. He joined Citi Wealth on February 2 and reports to Kerry White, head of Citi Investment Management, according to an internal memo obtained by PLANADVISER. Aganga, who started her career at Citi in 2003 in the markets business, rejoined the firm from Mercer, where she had served as the U.S. CIO since 2023, according to another internal memo. Before Mercer, Aganga served as an adviser and product specialist in Goldman Sachs' liquid alternatives and public markets business, then as a managing director at BlackRock from 2018 until 2023. Hub International appoints vice president, private client risk adviser. Hub International Ltd. appointed Brandon Hetrick as vice president and private client risk adviser, based in Newport Beach, California. Hetrick brings 25 years of experience in insurance to his new role. Prior to joining Hub, he spent more than a decade with insurance brokerage firm Assured Partners, which is now part of Gallagher. Earlier in his career, Hetrick developed expertise in personal insurance and family protection planning. "Newport is an important strategic market for us, and California's evolving insurance dynamics and complex regulatory environment require specialized expertise," said Katherine Frattarola, executive vice president and head of Hub private client, in a statement. "Brandon's depth of experience will be instrumental in helping our clients protect their assets, improve their resiliency and secure their financial futures." Mercer Advisors names head of investment platform operations. Mercer Global Advisors Inc. appointed Lindsay O'Toole as senior vice president of investment platform operations. O'Toole is tasked with working closely with Mercer Advisors' investment committee and CIO Don Calcagni to evolve the firm's investment platform. Before joining Mercer Advisors, O'Toole spent more than 17 years at LPL Financial, where she most recently served as senior vice president of trading. Prior to LPL, O'Toole worked in trading operations at Merrill Lynch. Vanguard announces 2 to join board of directors. The Vanguard Group Inc. announced that David Hunt and Ken Jacobs were elected to its board of directors and to the board of trustees for each of Vanguard's funds, effective February 24. Hunt brings more than 35 years of experience in financial services and strategy consulting. He most recently served as president and CEO of PGIM, where he led the firm's global investment management business for 13 years. His expertise lies in organizational leadership, multi-asset investment and regulatory engagement. Jacobs has nearly four decades of experience in global financial services, specializing in corporate strategy, international market development, risk and regulatory matters, and technology-driven business transformation. He currently serves as senior adviser and senior chairman to the board of Lazard Inc., having previously served as the firm's chairman and CEO for 14 years. Voya promotes Josh Fleming to director of retirement sales team. Voya Financial Inc. announced this week that on January 1, it promoted Josh Fleming to sales director for the company's retirement sales team from his previous position as an internal wholesaler. Fleming reports to Chris Ekstrom, the firm's vice president of emerging market sales. Based in Charleston, South Carolina, Fleming now covers emerging market sales in South Carolina and southern Georgia, with a focus on employers with up to $50 million in plan assets. He is responsible for driving sales of Voya's 401(k), 403(b), health savings account, nonqualified plan and employee stock ownership plan offerings.

PR Newswire
Feb 4th, 2026
Hub International appoints Sue Lee as SVP of investor relations to strengthen capital structure

Hub International, a global insurance brokerage and financial services firm, has appointed Sue Lee as senior vice president of investor relations. In this newly created role, Lee will serve as primary liaison between HUB's executive leadership and the investment community, reporting to chief financial officer Joe Hyde. The appointment follows HUB's Q2 2025 minority investment and valuation milestone. Lee will lead development and execution of investor relations programmes, including earnings communications and stakeholder engagement initiatives. Lee brings extensive experience from senior investor relations positions at global insurance and financial services brokerages. She previously worked as an equity research associate at Barclays and investment banking analyst at BMO Capital Markets. Lee holds a degree from New York University's Stern School of Business and is based in New York.

Captive Insurance Times
Jan 21st, 2026
Bernards joins HUB International

Bernards joins HUB International. Image: Ellen Sue Bernards_HUB International Ellen Sue bernards joins HUB International as executive vice president and alternative risk solutions practice leader. Based in kansas city, bernards is responsible for driving strategic vision within the firm's alternative risk solutions practice. Bernards joins the global insurance broker from lockton, where she spent 11 years. Most recently, she served as senior vice president and managing director of alternative risk solutions. During her tenure at lockton, she held several senior roles within the alternative risk space, including vice president and assistant vice president. Prior to her 11-year stint at lockton, bernards served as a controller for outsource, LLC and as an assistant controller for the jewish federation of greater los angeles. Her earlier career includes accounting roles at bernards and singerlewak, LLP. commenting on her appointment via social media, bernards says: "I am excited to share that i'm starting a new position as executive vice president - alternative risk solutions practice leader at HUB International! ready for the strategic vision ahead." HUB International is a global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.

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