Financial Consulting Manager

About this role:

As a Financial Consulting Manager, you will be responsible for managing a team of Financial Analysts within HUB Colorado’s Employee Benefits practice.  You will also be in a client-facing role, providing analytics, financial analysis, and return on investment solutions primarily to self-funded and ASO clients. 

You will work with or delegate team members to work with the various EB Sales Executives, Account Executives, and clients to assist with the delivery and presentation of cost management data and associated solutions that provide bottom line impact.  You will play a consultative role in large prospect RFP presentations and client renewal presentations where and when appropriate.

In this role, you will:

• Delegate assistance to or directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise

• Train Producers and Account Management team as necessary in applying a basic understanding of our capabilities

• Directly support or delegate team support to the Producers and Account Management team in finalist meetings

• Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration

• Work with each direct report (Financial Analyst) to establish an agreed upon set of performance goals and individual business plans; work toward implementation protocols with the account teams

• Provide feedback, coaching, and accountability on a regular basis to Financial Analyst team members so they have an indication of their progress

• Evaluate team member performance through the appraisal process on an annual basis

• Recommend changes to processes and work product to ensure HUB's reputation as a quality, service-oriented, and value-added organization

• Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs

• Measure results against goals and plans for necessary improvements

• Help manage a book of business (> 100 employees or complex accounts) in tandem with Producers and the Account Executives

• Support new and existing business by matching client need, cost management solutions, and HUB’s unique strategic sales/technology approach

• Manage carrier/vendor relationships for cost management programs

• Understand the financial impact of his/her actions on HUB profitability and act accordingly; and apply the same standards in working with clients

• Recommend/implement processes that increase efficiencies and/or reduce cost

What you offer us:

• Ability to travel to client sites as needed

• College Degree preferred, High School Diploma required

• Valid Life/Health Insurance Producer License required

• 5 + years of experience in employee benefits consulting, ideally with in-depth knowledge of various funding types, underwriting, pharmacy and stop loss contracts, as well as cost management solutions like direct provider contrasts, value based payments, onsite/near site clinics, and captives

• Extensive knowledge of employee benefits, alternative risk management techniques, and the local market

• Previous broker experience  

• Excellent written and verbal communication skills

What we offer you:

• A rewarding job that helps local businesses in the community

• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

• Generous time-off policies

• A work/life balance because that’s important for all of us

• Learn from the expertise of your coworkers

• Growth- HUB is growing, and so can your career

• Be part of a motivated team

About HUB:

HUB International is the 5th 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. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Why Choose HUB?

At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization

• have a desire to help others protect their future

• have an entrepreneurial spirit and are challenged by the opportunity to grow the business

• are focused on learning and development to enhance your industry knowledge and expertise

• are a self-starter willing to invest time and energy to learn the technical aspects of our business

• believe in integrity and building success by developing relationships with others

The compensation range for this position is $125,000.00 to $155,000.00 annually, depending on experience. The posting end date is February 28, 2025. This may change depending on the volume of applicants.

Department Account Management & Service

Required Experience: 5-7 years of relevant experienceRequired Travel: Negligible

Required Education: High school or equivalent

HUB International Limited 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, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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