Financial Director

4 weeks ago


Fort Worth, Texas, United States HUB International Full time

About HUB International


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 solutions tailored to their needs, leveraging our global resources and local expertise.


Key Responsibilities:



  • 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
  • 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 management, 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
  • 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
  • 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

Requirements:



  • 5-7 years of relevant experience
  • Negligible travel required
  • Bachelor's degree (4-year degree)

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 status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.



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