ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

SUMMARY:

Assists the Benefit Consultant (BC) in the day-to-day needs of preparing quotes and presentations for their assigned book of business and new prospects, marketing for fully insured and marketing for self funded. Develops and maintains a positive relationship and rapport with our insurance carrier representatives. Examines carrier products, while analyzing and reviewing clients’ data to recommend appropriate plans and proposals for the client.
Typical functions include but are not limited to composing Request for Proposals (RFP), gathering and auditing benefit information along with experience rating reports and billing. The goal of the BA is to handle the everyday marketing tasks so that the BC is free to focus on client relations.

REQUIREMENTS:

• Superior numeric skills with a high level of interest in working with data.
• Strong communication, organizational and time management skills, with an extreme attention to detail.
• Excellent computer skills – is an expert in Excel (charts, formulas, graphs) and able to learn new systems and programs.
• Intuitive and an independent thinker, offering suggestions for new and forwarding practices.
• Handles many simultaneous projects efficiently and effectively.
• Operates in a fast-paced, energetic environment and welcomes change.
• Proactively anticipate needs and prioritize action steps.
• Models and exemplifies the HUB Fundamental 5.
• Contributes to and flourishes in a team environment.
  Department Account Management & Service
  Required Experience: 1-2 years of relevant experience
  Required Travel: No Travel Required
  Required Education: High school or equivalent
  HUB International Limited is an equal opportunity 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.
  E-Verify Program
  We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications

Timelines/Business Flow

• Adheres to the renewal timeline.
• Tracks renewal dates of all clients’ plans.
• Sends, tracks, and follows up on census requests to clients and quote / RFP requests to carriers.
• Ensures census data and client information is accurate.
• Analyzes quotes to ensure they are complete and match client demographics.
• Prepares, interprets, and analyzes complex reports containing financial and utilization data for client meetings on a monthly, quarterly, and annual basis.
• Prepares spreadsheets for client presentations that communicate plan designs, rates, total cost, and claims experience in a professional format.

Administrative Processes

• Maintains clear communication in team meetings with BC regarding team’s block of business.
• Prints and binds presentation material for client meetings.
• Updates Team Meeting Reports with all stages of timeline.

Miscellaneous

• Assists with special projects as needed.
• Generates open enrollment material, e.g., enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, power point slides for client presentations.
• Attends training opportunities to increase industry knowledge and practical abilities.