As the Manager of Financial Consulting, you will be responsible for leading the financial consulting practice for all HUB Colorado’s Employee Benefits practice. The focus is to provide analytics, financial analysis, and return on investment solutions primarily to self-funded and ASO clients. In addition, you will also be responsible for managing all the Financial Consultants on your team.
You will work with or delegate team members to work with the various HUB Colorado offices, EB Sales Executives, Account Executives, and clients to assist with the delivery and presentation of cost management data and associated solutions that provide bottom line impact. You will play a consultative role in large prospect RFP presentations and client renewal presentations where and when appropriate.
In this role, you will:
- Work with each direct report (Financial Consultant) to establish an agreed upon set of performance goals and individual business plans; work toward implementation protocols with the account teams.
- Provide feedback,
coaching and accountability on a regular basis to Financial Consulting team members so they have an indication of their progress.
- Evaluate team member performance through the appraisal process on an annual basis.
- Recommend changes to processes and work products to ensure HUB’s reputation as a quality, service-oriented, and value-added organization.
- Anticipate and adapt to changing business demands – especially in tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs.
- Measure results against goals and plans for necessary improvements.
- Help manage a book of business (> 100 ee’s or complex accounts) in tandem with Producers and the Account Executives.
- Support new and existing business by matching client needs, cost management solutions, and HUB’s unique strategic sales/technology approach.
- Delegate assistance to or directly assist Producers/Acc