Employee Benefits Client Strategist
4 weeks ago
About The Role
As an Employee Benefits Client Strategist, you'll make clients successful by clarifying strategies, delivering insightful decisions, and enhancing their employee experience. In your role as a storyteller, you'll connect strategy dots, using our tools to preview future scenarios. Reporting to the Chief Sales Officer, you'll be an expert communicator, simplifying technical information into actionable steps while representing our specialists and industry practices.
This role is highly visible within the Employee Benefits operation. In partnership with the regional Employee Benefits Sales Leaders, you will help HUB Canada drive organic growth and retention.
What You’ll Do
Convey our HUB Value Proposition in conversations with prospects
Assist teams in threading a narrative around the interrelation of a client’s employees, their behaviours, and the underlying costs of those decisions
Drive immersive tools with clients to reveal truths about their plans, designs, etc. and align outcomes with their goals and objectives
Assist our producers with closing new business by speaking to every HUB specialty
Ensure we are delivering the right sales and consulting experience
Join large or otherwise important cases as a strategic presence
Play a key role at finalist meetings as an Employee Benefits Expert
Activate and strategically deploys specialty services and experts to win business, secure existing accounts and evolve multi-year plans for our customers
Embrace new technology to aid in telling the right story for our clients and prospects
Help provide thought leadership for technical aspects of Employee Benefits
Assist with best practices for account stewardship
Develop long-lasting relationships with client teams and producers to grow and retain business
Positively and proactively represent HUB in meetings, seminars, trade shows and networking events
Perform other duties as assigned
What You’ll Need for Success
10+ years of experience in employee benefits, human resources, healthcare, insurance, or a related field
University Degree required; additional certifications preferred
Life, Accident, and Health Insurance License
Proven client relationship record in retaining business and winning new business
A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates
An ability to help our business owners, CFO’s and HR Leaders evolve our service and strategic delivery to move with changing markets
A drive to complement a strong team and supplement roles where needed
Ability to work with national accounts, companies with multi-national footprints
Strong Financial Statement and Budget Literacy to not only support the management of profit and loss, but to communicate our value to financially minded customers and vendors
Highly developed organization and time management skills
Excellent listening skills
High attention to detail essential
Excellent written, verbal & interpersonal communication skills
Public speaking and presentation experience, in-person and virtual
Strong degree of self-motivation
You are influential and persuasive with the ability to partner across HUB and work well with other experts
A proficiency in MS Office, and a desire learn/interact with MS Power BI
Proficiency in ChatGPT and other AI tools an asset
Bilingual in French is an asset
Why Choose HUB?
We’re committed to you and your well-being with a variety of benefits such as:
A rewarding job that helps local businesses in the community
A work/life balance because that’s important for all of us
Growth - HUB is growing, and so can your career
Customizable flexible benefits options for you and your family
Company matching RRSP contributions
Be part of a motivated team and learn from the expertise of your coworkers
Generous time-off policies
A progressive employee assistance program through LifeWorks
Mental and physical wellness initiatives
A path, if you want it, to practice leadership or larger strategic roles
Perks and rebates on events, travel, and accommodations as well as discounted rates for personal home & auto insurance
Service is one of our founding values - not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need to improving the lives of senior citizens and youth.
\#LI-hybrid
\#LI-HS
Department Account Management & Service
**Required Experience**: 7-10 years of relevant experience
**Required Travel**: Up to 25%
**Required Education**: Bachelor's degree (4-year degree)
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at t
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