Hilb Group

Financial Planning and Analysis

• Direct the Company’s operating plan and forecasting cycles, providing quantitative analysis around key business drivers and macroeconomic impacts
• Oversee the global FP&A calendar, ensuring seamless integration between monthly close, forecast, and reporting cycles
• Partner closely with the SVP, FP&A, Corporate Controller and CFO to prepare stakeholder reporting and MD&A for senior leadership, lenders, private equity sponsors, and board members
• Lead and coordinate complex ad hoc financial requests from executive leadership
• Create effective performance metrics (KPIs) that can be regularly tracked to measure progress and drive accountability throughout the organization
• Drive profitable growth by improving visibility, forecasting, consolidation and analysis of results and key metrics while advising senior management on insights and recommended actions
• Build deep partnerships with stakeholders to drive alignment on financial processes and integrate financial discipline into the company’s operating cadence
• Spearhead the evolution of FP&A methodologies and the implementation of advanced EPM tools (e.g., Adaptive) to enhance accuracy and automation
• Recruit, develop, and mentor a high-performing team of finance professionals, fostering a culture of accountability and continuous learning

Director, Finance Leadership

• Analyze financial statements, budgets, and forecasts to identify trends and variances
• Prepare and distribute financial reports, highlighting key performance indicators (KPIs) and insights
• Provide narratives for financial results that effectively describe variances and trends, highlight risks and opportunities, and communicate business insights
• Prepare rolling forecasts, annual budgets, and long-term financial plans
• Update and maintain financial models to reflect changing business conditions
• Collaborate with department heads to gather input and ensure alignment with strategic goals
• Monitor actual financial performance against budgets and forecasts
• Identify and investigate significant variances, and work with stakeholders to address issues
• Collect and organize financial data from various sources
• Develop key performance indicators (KPIs) reporting that generates insights into business performance and unlocks predictive capabilities
• Develop and maintain complex financial models to support decision-making
• Respond to ad-hoc requests for financial analysis and reports from senior management
• Collaborate with cross-functional teams, including accounting, operations, and management
• Provide strategic and financial analytical support for senior management across the company.​

Senior FP&A Analyst

Manager

• Learns the importance of the Direct Bill (Represents 75% of revenue and expense)
• Enters small statements as needed
• Reviews downloaded statements for accuracy of revenue to funds received and reviews the commissions paid and posted
• Works with ops in the field for discrepancies from RSP
• Reviews RSP entered statements for accuracy of revenue to funds received and reviews the commissions paid and posts
• Posts ACH receipts from the bank and posts paper Operating deposits - Makes every effort to help identify checks that can change to ACH
• Ensures every statement that is in process is posted prior to month end.
• Major revenue check points are 15, 20, 25 and last day of month
• Works with carriers to get missing statements. If issues, pushes to DB lead
• Works with DB lead to consolidate producer codes for same legal entity into one statement
• Completes JE for MVR, Inter-division, or other fees
• Identify potential excel to AL3 statements & work with RSP to utilize excel to AL3 utility for import of statements.

Direct Bill Manager

Account Manager

• Processes client’s payrolls (weekly, bi-weekly, semi-monthly and monthly) and in an accurate and timely fashion, maintains client folders, reviews, and verifies client new employee packets
• Works with clients to run special off cycle payrolls
• Promptly responds to client inquiries via telephone and email regarding payroll and benefits administration to answer and resolve any and all questions and concerns that arise and if need be, escalate questions to the Senior Client Account Manager or Manager of the Client Services Team
• Provides timely and accurate administration of benefits plans to include enrollments, invoice reconciliation, terminations, Flex Benefits, COBRA compliance, and open enrollment notification
• Maintains the electronic files for our clients, on the firm’s internal hard drive
• Performs data entry and maintenance of all client information into ADP payroll systems including General Ledger and Paid Time Off
• Inputs benefit administration data on carriers’ websites
• Ensures procedures are done in compliance with firms HIPPA policy
• Enter work into internal tracking system
• Responsible for the implementation of client system upgrades from RUN to WFN and adding additional company codes
• Maintain regular and punctual attendance

Client Account Manager

• Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance
• Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business
• Handle billing, service and endorsement requests and process necessary paperwork associated with requested
• Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship
• Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary
• Maintain knowledge of all company systems and offerings

Personal Lines Account Manager

• Contributing to various team meetings
• Participating in day-to-day communication with clients proactively
• Assisting clients with questions and issue resolution
• Managing review meetings directly or in coordination with Retirement Advisors
• Preparing client meeting and other presentation materials in collaboration with the retirement client service team and with Retirement Advisors
• Conducting employee education workshops and enrollment meetings
• Coordinating with other departments to ensure deadlines are met
• Maintaining client support technology systems including databases, client relationship management systems, and investment analytics application
• Assisting in the completion of additional reports and presentations as necessary
• Helping the team in streamlining services and implementing new applications, software, and products
• Contributing to a positive workplace environment
• Ensuring the highest level of customer service and satisfaction

Client Relationship Manager

Account Executive

• Develop and implement benefit strategies that are both innovative and compliant, leveraging creative thinking to address client needs
• Partner with producers to lead client meetings, presentations, and onboarding of new clients
• Actively participate in strategic discussions, providing out-of-the-box solutions and consulting expertise to enhance clients’ benefit programs
• Manage benefit program implementations and oversee annual renewal processes
• Define and execute strategies to maintain ACA compliance and expand consulting services
• Develop and maintain annual planning calendars for assigned clients, ensuring deadlines are met with precision
• Provide guidance, training, and mentorship to Account Managers and Client Care Specialists
• Encourage innovative thinking within the team to solve client challenges effectively
• Delegate tasks efficiently, ensuring proper training and onboarding of junior staff
• Act as the primary escalation point for client concerns, resolving issues with innovative and strategic approaches
• Assist clients with benefit plan design, open enrollment tools, and long-term strategy development
• Collaborate with benefit carriers to craft solutions aligned with client goals and regulatory standards
• Oversee client compliance with regulations such as ACA, DOL audits, and PCORI reporting
• Stay updated on compliance, benchmarking, reporting, and analytics to provide cutting-edge solutions
• Create and review client-focused messaging strategies and benefits-related communication content
• Represent the company at market meetings, client functions, industry seminars, and training programs

Benefits Account Executive

Producer

• Conducting sales, service, and solicitation of all forms of insurance business
• Participating in team sales situations with other producers and support personnel
• Maximizing growth and client retention through superior customer service
• Developing accounts and cross selling available products and services
• Generating and pursuing new client opportunities
• Presenting our services and solutions at prospect meetings
• Bringing new business prospects to closure
• Retaining clients by maintaining solid business-to-business relationships
• Prepares and implements an individual business plan and production budget.

Commercial Lines Producer

• Enthusiastic and personable individual to manage clients needs
• Handle a dedicated book of business
• Information gathering, preparing applications, quoting, renewal marketing, handling of endorsements and accurate file documentation, etc.
• Interact and create relationships with producers, and carriers