Practice Leader, Employee Benefits

Position Summary

The Employee Benefits (EB) Practice Leader is responsible for meeting overall retention and service targets for the EB Line of Business across the Central and Northern California region. Reporting to the HUB President and Regional Leader, this executive-level position serves as a strong client relationship manager and employee benefits expert. The role maintains and grows carrier and vendor relationships, oversees day-to-day practice operations, and leads the EB service team across all locations.

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).
• 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.
• 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.

Job Specifications

• Required Qualifications
• 10+ years of experience in employee benefits, human resources, healthcare, insurance, or a related field.
• College or University degree required; advanced degree or professional certifications (CEBS, GBA, PHR, etc.) strongly preferred.
• Life, Accident, and Health Insurance License.
• 2+ years of supervisory or practice management experience.
• Proven client service record in retaining business and improving cross-sell results.
• Demonstrated financial statement and budget literacy; ability to manage P&L and communicate value to financially sophisticated clients.
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