Employee Benefits Marketing Specialist & SBU Account Executive

ABOUT HUB INTERNATIONAL:

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings

• Medical/dental/vision insurance and voluntary insurance options

• Health Savings Account funding

• 401k matching program

• Company paid Life and Short-Term Disability Plans

• Supplemental Life and Long-Term Disability Options

• Comprehensive Wellness Program

• Generous PTO Package- Vacation, Holiday, Sick, and Personal Time Off

• Great work/life balance because that's important for all of us!

• Focus on creating a meaningful environment through employee engagement events.

• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

• Growth potential- HUB is constantly growing and so can your career!

• A rewarding career that helps local businesses in the community

• Strong community support and involvement through HUB Gives

SUMMARY:

The Employee Benefits Marketing Specialist & SBU Account Executive is a hybrid role combining strategic client consulting with technical renewal execution. This position manages a book of business clients, providing guidance on benefit trends and solutions while overseeing the complete renewal process from data gathering through carrier negotiations to final implementation.

This position partners with clients through regular meetings to understand business challenges and propose innovative benefit solutions that enhance competitiveness. Simultaneously, this role manages all technical aspects of renewals including eligibility audits, carrier quotes, data analysis, presentation creation, and underwriting coordination. Success requires both strategic consulting abilities and analytical project management skills, measured by client retention, renewal quality, and demonstrated value to client benefit programs.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Marketing Specialist Responsibilities:

• Manage the end-to-end annual Group Health benefits renewal process for assigned client block

• Request and manage the RFP and quote process with various insurance carriers

• Request or download renewals and alternate plan designs from appropriate vendors

• Create and manage spreadsheets to effectively display and communicate quote information

• Analyze carrier quotes and create professional renewal presentations and proposals

• Manage the underwriting process including coordination with insurance carriers and clients

• Order and prepare insurance carrier documentation including enrollment materials and provider booklets

• Support medical quoting for prospective clients through the Sales Department

• Ensure smooth transitions from renewal process to client service department for ongoing service

Client Relationship & Strategic Consulting SBU AE Responsibilities:

• Partner with each client in the book of business through regular, pre-planned meetings
• Understand key business issues facing clients and bring viable solutions to address their needs
• Act intentionally to retain clients through proactive relationship management
• Present and deliver renewal recommendations directly to clients with clear, professional presentations
• Provide value through timely presentations of additional benefit options and innovative solutions
• Serve clients as an educator on benefit topics, including as a special speaker when appropriate
• Alert clients to potential legislative and coverage issues proactively

Industry Knowledge & Professional Development:

• Understand thoroughly and stay knowledgeable of employee benefits, including plan designs, available riders, legislation, and emerging trends
• Share knowledge and industry insights with others at HUB
• Attend training opportunities and regularly participate in coursework to earn or maintain professional designations
• Read and share industry knowledge with team members

Team Collaboration & Communication:

• Communicate thoroughly and clearly with all team members concerning client issues, renewals, and proactive work
• Proactively manage the process being followed by the service team and immediately address problems
• Maintain organized filing systems and client documentation
• Masterfully collect, organize, and review relationship information
• All other duties and special projects as assigned

REQUIREMENTS:

• 1-3 years of experience in employee benefits including a strong knowledge of employee benefit plans, ancillary coverages, and current legislation

• Excellent communication and presentation skills (listens, speaks, and writes well); able to interact effectively with people of various responsibility and authority (employees, key contacts, executives, etc.).

• Highly organized.

• Able to manage a multitude of details (including paperwork); stays proactive while managing these issues.

• Possess a natural inclination to reach out, build relationships, and uncover issues before the client calls HUB.

• Very comfortable with typical business technology including voice mail, e-mail, word processing, spreadsheets, and presentation software.

• Strong in problem-solving and negotiation skill sets

• Ability to travel to all Carolinas office locations and client sites as needed

• Valid Life/Health Insurance Producer License preferred

• Excellent written and verbal communication skills

EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS

• Bachelor's degree from an accredited university preferred; High School Diploma required.
• Travel negligible. Must be willing to travel within the Carolinas.
• LA&H License preferred. Must have or be willing to obtain a NC/SC Life and Health Insurance License within 60 days of employment.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

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

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