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Practice Leader, Employee Benefits

External
Hub International logoHub · San Francisco, CA
Full-timeOn-siteToday
BudgetingComplianceCross-functional CollaborationLeadership
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Benefits

Flexible schedule

Additional Information

Hi. We're HUB. In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time. 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 Pacific 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. In partnership with the EB Sales Leader, the Practice Leader provides overall strategic and operational leadership for the Employee Benefits Line of Business - including team development, client stewardship, workflow optimization, and cross-functional collaboration with Commercial and Personal Lines. 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 Pacific 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 directl


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