Financial Consulting Manager

Financial Consulting Manager

Requirements

• 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 and management experience required
• Ability to travel to client sites as needed
• Valid Life/Health Insurance Producer License required
• Excellent written and verbal communication skills

Responsibilities

• 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

Preferred Qualifications

• College Degree preferred
• A desire to help others protect their future
• An entrepreneurial spirit and a challenge to grow the business
• A focus on learning and development to enhance industry knowledge and expertise
• A self-starter willing to invest time and energy to learn the technical aspects of the business
• Belief in integrity and building success by developing relationships with others