Financial Manager
3 weeks ago
HUB International is a team of entrepreneurs who empower our clients by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop tailored solutions. Our structure enables our teams to maintain a unique, regional culture.
Key Responsibilities:
Client Commitment
• Accountable for client relationships
• Effective communication with clients and internal staff
• Fosters carrier relationships
• Confident presenter during client engagements
• Manages client deliverables and projects
• Holds team members accountable to deadlines
• Clear understanding of the OE strategy and communications
• Assists in RFP responses and participates in client proposal meetings
• Manages client revenue
Practice & Technical Knowledge:
• Leads team projects
• Competency in key practice activities and Subject Matter Expert (SME)
• Attends and consults on areas such as vendor management, compliance, and EB best practices
• Effectively peer reviews deliverables
• Proficient knowledge of carrier products and capabilities
• Mastery of funding mechanisms (fully insured, self-funded, level-funded, referenced-based pricing)
• Understands cost-sharing strategies (contribution analysis or plan design)
Strategy:
• Understands the big picture and leads strategy conversations with clients
• Defines client objectives and measures success
• Collaborates with junior colleagues to deliver a value proposition
• Provides benefit design strategies (HMO/PPO/HSA/HRA) to meet client objectives
• Explains industry trends and their impact on current and future objectives
• Researches and proposes options
• Discusses innovative strategies and return on investment conversations
Leadership:
• Participates in EB project efficiency initiatives
• Contributes ideas to improve client retention goals and revenue growth opportunities
• Participates in the training and development of service teams
• Leads and mentors other associates
HUB International 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. We endeavor to make our website accessible to all users. If you need assistance completing the application process, please contact the US Recruiting Team at (844) or .
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