Duties & Responsibilities
Strategic Leadership & Practice Management
• Fully represent the entire HUB value proposition to clients, carriers, vendors, and prospects.
• Accountable for EB practice retention, service delivery, and growth targets across the Central and Northern California region.
• Provide thought leadership on technical aspects of Employee Benefits, including benefits design, compliance, and market strategy.
• Co-own and manage the EB budget for the region in partnership with the EB Sales Leader and President.
• Lead innovation and strategy for the practice, ensuring continuous development of EB products and service offerings aligned with current and future client needs.
• Be responsible, along with the President, CSO, and EB Sales Leader, for implementing and executing on the Critical Path Process (HUB’s strategic account planning process).
• Positively and proactively represent HUB at meetings, seminars, trade shows, and networking events.
• Dotted-line accountability to the Regional President.
Team Management & Development
• Recruit, onboard, train, and manage the EB service team, including Practice Managers, Account Managers, and Strategic Account Executives.
• Establish and sustain a positive service culture that maximizes the individual strengths of each team member.
• Set departmental expectations, standards, policies, and procedures; periodically audit and review to provide coaching and feedback.
• Conduct annual performance reviews for all direct reports; assist in annual budgeting and ongoing operational expense monitoring.
• Assess and adjust workloads across the department; coordinate team schedules and re-appropriate workloads as needed.
• Optimize workflows, staffing, and the deployment of specialty resources to best serve clients.
• Institute effective employee development procedures addressing training, processes, E&O avoidance, continuing education, and disciplinary actions when necessary.
• Foster a positive and mutually supportive working environment to provide the best possible client service and producer support.
Client Stewardship & Account Management
• Implement and champion best practices for account stewardship across the practice.
• Actively communicate with or visit prominent EB clients on a planned, periodic basis to assess satisfaction and identify additional service needs.
• Play a key role at finalist meetings as the EB Expert; activate and strategically deploy specialty services to win business, secure existing accounts, and evolve multi-year client plans.
• Acquire a deep understanding of clients’ business and insurance objectives; critically analyze and compare plans to determine suitability.
• Serve as an escalation resource for complex client and carrier issues; reach resolutions or identify need for further escalation and communicate with all necessary parties.
• Ensure all client deliverables meet client expectations and HUB branding and presentation standards.
• May directly support a book of business in the capacity of Account Manager or Strategic Account Executive as needed.
Carrier, Vendor & Community Relations
• Develop long-lasting relationships with carriers, key vendor partners, and other stakeholders; interface as needed to grow business and resolve issues.
• Maintain strong visibility within the communities served by HUB across the Central and Northern California region.
• Develop best practices for leveraging standard technology platforms and tools such as Benefitpoint, Zywave, ImageRight, and other systems.
• Seek continued knowledge; stay current on carrier updates, state and federal regulations, and industry trends; attend continuing education training and courses.
Cross-Functional Collaboration
• Partner with Commercial Lines and Personal Lines to facilitate cross-sell activities and services.
• Work with the Regional EB Practice Leader to identify, develop, and execute regional and national initiatives through project management and resource coordination.
• Coordinate team to deliver necessary shared services; champion communication of HUB leadership goals, vision, and procedures.
• Assist assigned producers and HUB leadership in developing new business opportunities and delegating to appropriate team members.
• Attend and participate in the Central and Northern California region ECM meetings; conduct regular team meetings to communicate best practices, expectations, and responsibilities.
• Perform other duties and projects as assigned.