Employee Benefits Marketing Specialist

About HUB International: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry-leading success in Mergers and Acquisitions.

About the role

The Employee Benefits Marketing Specialist (EBMS) is an analytical and administrative position responsible for the end-to-end project management of Group Health benefit renewals for an assigned block of clients. The EBMS ensures that all renewals are completed on time, accurately, and completely. Renewal tasks include gathering and managing all necessary information to build, analyze, and present the renewal, including Eligibility Audits, Risk Assessment Questionnaires (RAQs), EE censuses, and obtaining quotes from various insurance carriers. The EBMS analyzes carrier quotes and creates presentations that clearly display renewal data, which is then used to prepare renewal presentation materials for the Account Executive (AE). Once the renewal decision is made, the EBMS gathers benefit information, including benefit summary details and enrollment forms, for the client’s employees to make their election decisions. The EBMS also supports medical quoting for prospective clients through the Sales Department and any subsequent enrollments, ensuring a smooth transition from the renewal process to the client service department for ongoing service.

Responsibilities

• Managing the end-to-end annual Group Health benefits renewal process for an assigned block of clients
• Requesting and managing the RFP and quote process with various insurance carriers
• Creating and managing spreadsheets to effectively display and communicate quote information received from carriers
• Working with aligned Account Executives (AE) to create a recommendation plan to present to clients
• Creating and managing all proposals for the AE to present to clients
• Assisting the AE with the underwriting process, including working with carriers and clients
• Assisting Sales Representatives with medical quoting, enrollment, and takeover paperwork
• Creating “Benefits User Guides” (BUG) brochures that summarize clients’ renewal decisions
• Maintaining organized filing systems
• Ordering and preparing insurance carrier documentation, including enrollment materials and provider booklets
• Performing all other duties and special projects as assigned

Requirements

• 1-3 years of experience in employee benefits, including a strong knowledge of employee benefit plans, ancillary coverages, and current legislation
• Highly organized, with strong technical and analytical skills
• Ability to operate independently and in a team setting
• Client service mentality with active listening skills and the ability to communicate effectively with clients, team members, and management
• Comfortable with typical business technology, including voicemail, email, word processing, spreadsheets, and presentation software
• Proficient with Microsoft Office products, especially Excel, Outlook, and Publisher, and comfortable with Adobe Acrobat Standard
• Excellent written and verbal communication skills
• Bachelor’s degree from an accredited university preferred; High School Diploma required
• Must have or be willing to obtain a NC/SC Life and Health Insurance License within 60 days of employment

Travel is negligible but must be willing to travel within the Carolinas.

Benefits

• Competitive salaries and benefits offerings
• Medical, dental, and vision insurance, plus voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company-paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package (Vacation, Holiday, Sick, and Personal Time Off)
• Great work/life balance
• Employee engagement events
• Opportunities to learn from colleagues who are among the top talent in the industry
• Growth potential as HUB continues to expand
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives