Benefits Consultant

HUB International•Pittsburgh, PA

1d•Hybrid

About The Position

At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We are looking for a Benefits Consultant to join our Employee Benefits team on a Hybrid work schedule. SUMMARY The Benefits Consultant (BC) will provide strategic account management and brokerage services to assigned health and welfare benefit plan (EB) clients, having the primary responsibility for client retention. The BC is viewed as a project manager and shall be principally responsible for overseeing management of assigned clients, including reoccurring interface with appropriate decision makers, proactive consultation, renewal process management, plan design analysis, funding methodology, benchmarking, marketing, relevant collaboration with Subject Matter Experts (SME) throughout HUB, and negotiation of coverage terms and conditions. Travel to meet and present to clients is required. The BC will interface with Client Manager (CM) and SMEs directly for assigned clients, involving leveraging individuals appropriately in service related activities to support client needs. In general, the BC will lead service teams to provide overall strategy to clients within an assigned book of business. CMs will support the BC with executing strategies, preparing materials/reports, keeping internal systems up to date, and acting the day-to-day contact for clients. SMEs will support the BC with coordinating/presenting materials related to specific topics.

Requirements

Associate degree
At least 5 years of EB brokerage experience servicing clients with 100 or more employees
State Life, Accident, and Health license
Experience with influencing C-level executives
Exceptional written and verbal communication skills
Proficiency with Microsoft Office Suite
High energy, detail-oriented self-starter
Strong leadership, mentoring, and team-building skills
Significant skill in handling competing demands and projects
Excellent organizational skills and ability to prioritize and delegate responsibility
Strong and efficient time management skills

Responsibilities

Lead service teams to provide strategic EB solutions to an assigned book of EB business.
Retain and round clients through a HUB-specific process, “Critical Path.”
Directly oversee, coordinate, and promote the delivery of HUB’s entire value proposition to assigned clients via a Client Annual Timeline, including but not limited to a multi-year strategy, Compliance, Data Analytics and Underwriting, Employee Communications, Health and Performance, Technology, and Voluntary Benefits.
Work alongside and cooperatively with Sales Executives, if assigned on clients, serving as HUB’s primary consultant to the client. The Sales Executive has primary responsibility for client relationship management and initiating new sales. The BC has primary responsibility for retaining the client, acting as the de facto technical expert and broker-consultant. In some instances no Sales Executive will be assigned and the BC also is primarily responsible for client relationship management.
Ensure Sales Executives, when assigned, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship.
Establish and maintain strong and productive professional relationships with “C-Level” and other cognizant decision makers for assigned HUB clients.
Possess a detailed knowledge of the client’s business and industry.
Establish and maintain strong and productive professional relationships with cognizant insurance carriers and key vendor partners, including a detailed familiarity with carrier and key vendor partner products and services in support of assigned clients.
Send clients monthly financial reports with comments.
Follow an annual service calendar that includes but is not limited to Compliance, Health and Performance Strategy, Pre-Renewal Strategy, Renewal, and Post-Renewal Debrief/Stewardship meetings.
Ensure that all client service needs are promptly and professionally delivered, either directly by the BC or via HUB colleagues (e.g. CM, SME, etc.). The BC is accountable for the competence, timeliness, and quality of all deliverables to the client.
Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers.
Work with the client on receivables more than 30 days past-due, with each unresolved circumstance documented and reported to accounting.
Possess a mastery of the various HUB resources and tools that are available via “HUB Today,” employing same to best serve assigned clients and work with cognizant Sales Executives.
Have knowledge about and comply with HUB systems, procedures and state/federal insurance regulations.
Maintain applicable licensing by participating in continuing education.
Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media to the client.