Financial Manager

About us:

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

Key Responsibilities and Expectations for this role include:

Client Commitment

• Accountable for the success of all client relationships
• Effective communicator with clients and internal staff
• Fosters effective carrier relationships.
• Confident presenter during client engagements
• Quarterback client deliverables and effectively manages projects.
• Holds team members accountable to deadlines.
• Clear understanding of the OE strategy and communications
• Assist in RFP responses and participate in client proposal meetings.
• Manage overall revenue of client.

Practice & Technical Knowledge

• Can lead team projects.
• Competency in key practice activities and is a Subject Matter Expert (SME)
• Attends and can consult on areas such as vendor mgt., compliance, and EB best practices.
• Can effectively peer review all deliverables.
• Proficient knowledge of carrier products and capabilities
• Mastery of all funding mechanisms (fully insured, self-funded, level-funded, referenced based pricing etc.)
• Understands cost sharing strategies such as contribution analysis or plan design.

Strategy

• Understands big picture and can lead strategy conversations with client.
• Ability to define client objectives and knowing how to measure success.
• Collaborates with junior colleagues to find the quantitative analysis to deliver a value proposition.
• Confident in providing benefit design strategies (HMO/PPO/HSA/HRA) to meet client objectives.
• Able to explain industry trends and how it shapes current and future objectives.
• Can research and propose options.
• Comfortable discussing innovative strategies and return on investment conversations.

Leadership

• Actively participates in EB project efficiency initiatives.
• Contributes ideas to improve client retention goals, as well as revenue growth opportunities.
• Actively participates in the training and development of service team.
• Can lead and mentor other associates.

#LI-KP1

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelor’s degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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