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HUB International · 1 day ago

Employee Benefits Small Business Consultant

Houma, LA

Full-time

Hybrid

Mid Level

3+ years exp

HUB International is one of the largest global insurance and employee benefits brokers, seeking a Benefits Consultant to interface with clients and propose solutions for managing employee benefits. The role involves strategizing benefit options, staying updated on industry trends, and maintaining strong client relationships to ensure satisfaction and retention.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Consulting – understands key business issues for clients and the role Benefits play in their business & articulates long-term benefit goals & develops strategic plan to achieve them

Educate, support & becomes a trusted advisor to each client

Address client problems and issues, understands expectations & consistently meet through viable solutions. Acts proactively when potential issue is uncovered

Strategically plans and executes plan renewals, staying in regular communication with the clients and updating them on various emerging trends and solutions for their business needs. Anticipates concerns developing from the renewal process

Understands thoroughly and stays abreast of changes in employee benefits, including plan designs, available riders, legislation, and emerging trends

Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations

Alerts client to potential issues (legislative and coverage information). Provides and explains compliance package annually

Shadows other consultants in the field periodically to study other business segments, techniques, and consulting styles. Invites other consultants to shadow his appointments

Meets regularly (at least 2x/year) with medical and ancillary carrier reps to get updates on the latest innovations and strategies. Fosters a good professional relationship with carrier reps by meeting with them and by providing feedback on their quotes

Conducts client presentations in a consultative (logical, professional and informative) manner. Encourages feedback from the client and projects confidence

Assesses cross selling opportunities with all clients. Encourages client to be innovative. Involves Voluntary Consultant and Financial Representative as appropriate. Asks client for referrals and generates new sales opportunities

Discusses strategic partnerships with client, including ADP, Chase, Carrier Wellness offerings, COBRA administration, FSA administration, etc

Discusses compensation and value proposition with client. Discusses compensation adjustment when necessary

Strives for 100% client retention

Provides accurate and timely client deliverables according to Performance Standards. Reviews all presentation material thoroughly well in advance of meeting and checks to ensure there are no errors and that content is pertinent and practical. Ensures that follow up issues are handled timely and communicated to client

Makes use of and offers to clients HUB Value Added Services, including Benefit Summaries, Mywave (20+), POP plans, Wellness Communications Plans, Hope Health newsletters, etc

Builds and maintains strong relationship with client HR and Benefits staff and upper management through regular communication

Proactively reaches out on a regular basis

Acts as a mentor for the Associate Benefit Consultant, Account Manager, BA/CSS and ISR. Assists in growth and development through constant communication and instruction. Delegates appropriately, set expectations and hold members accountable

Holds regular team meetings. Keeps team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work. Positively influences the team members; uses the HUB Essential 7 effectively to mediate concerns, offer encouragement and praise, promote engagement, and build good working relationships

Uses Benefit Point to document and assign all client service issues and key steps in the renewal process

Ensures that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption. Communicates and documents major issues and changes. Stays on top on “next steps”. Ensures that submission and all applicable documents are processed accurately and timely

Proactively checks and verifies all information (new rates, employee enrollments and changes, ID cards, etc.). Promptly addresses and solves problems generated through the renewal process

Is prepared, organized, and methodical. Has a system for tracking and managing the various issues and projects that are in process

Qualification

Benefits ConsultingSelf-insured plansLouisiana LifeHealth licenseProfessional DesignationsCommunication skillsPresentation skillsOrganizational skillsProject management