Client Commitment: Quarterback all client financial deliverables and effectively manage project timelines, holding team members accountable to deadlines
Confident, credible presenter during client engagements; can own the room independently when needed
Established as the client’s Trusted Advisor for financial consulting across the full spectrum of EB needs – budgets, renewals, stop loss, plan design, contributions, and more
Collaborates with internal client teams in preparation for client meetings and all financial deliverables
Supports client development by assisting with RFP responses and participating in prospect finalist meetings
Strategy: Understands the big picture of client goals and leads strategy conversations; defines client objectives and knows how to measure success
Applies innovative and leading-edge financial thinking to develop solutions for clients; challenges conventional approaches
Explains industry and market trends shaping current and future client objectives
Actively participates in developing new revenue streams through research, model-building, and/or owning a strategic vendor or product relationship
Leadership & People Management: Ability to lead staff within the practice area; may have 1–4 direct reports and is accountable for their development, performance, and career growth
Actively mentors junior colleagues; fosters a culture of high-quality work, accountability, and professional growth
Contributes ideas to improve client retention and revenue growth goals; actively participates in EB project efficiency and standardization initiatives
Appropriately challenges internal teams to deliver best-in-class products to clients, innovate, and lead in the market
Represents HUB to prospective clients and employees; participates in external webinars and/or contributes to white papers or thought leadership for external use
Brings new point solutions or strategic vendors to the actuarial group and becomes a practice ‘expert’ in the relevant area, or takes ownership of an existing strategic relationship

Requirements

Bachelor’s degree required
Active Associate of the Society of Actuaries (ASA) required
Member of the American Academy of Actuaries and able to sign actuarial reserves
10+ years of relevant experience, with extensive history in employee benefits consulting
Experience with mid-market and upper mid-market clients preferred
Knowledge of various US markets and exposure to diverse industries preferred
Experience with self-funded clients; comfortable projecting budgets, setting reserves, and negotiating renewals
Demonstrated ability to lead client teams, manage staff, and mentor junior colleagues
Strong communication skills; ability to present with confidence to executive-level client stakeholders
Proficiency with Excel, VBA, Power Query, Power BI, SQL, and/or other technical platforms
Obtain Life & Health Insurance license within first 3 months of employment with HUB (if not already held)

Benefits

health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
paid-time-off benefits
eligible bonuses
equity
commissions for some positions

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial consultingbudgetingrenewalsstop lossplan designcontributionsprojecting budgetssetting reservesnegotiating renewalsemployee benefits consulting

Soft Skills

client commitmentpresentation skillsleadershipmentoringcommunicationstrategic thinkingcollaborationaccountabilityinnovationproblem-solving

Certifications

Bachelor's degreeAssociate of the Society of Actuaries (ASA)Life & Health Insurance license