Marketing Specialist

Senior Marketing Specialist

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, 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.

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and 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, because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

The Senior Marketing Specialist serves in a benefits marketing and renewal support role, assisting with employee benefit strategy, carrier marketing, financial reporting, renewal analysis, and internal team support. This role works with mid-size, and large group accounts (25-500 employees) and plays a critical role in helping the organization deliver competitive benefit solutions and smooth renewal processes.

Responsibilities

A. Renewal Preparation & Strategy

Participate in pre-renewal meetings with Account Managers and Account Executives. Review and complete Marketing Request Forms. Pull and analyze claims experience reports. Review large claimant and catastrophic claim activity. Identify notable trends such as high-cost medications or major surgeries. Review current plan rates and available renewal rates. Prepare recommendations regarding:

• Current carrier strategy
• Marketing to alternative carriers
• Plan design changes
• Cost-saving opportunities.

B. Renewal Implementation Process

Medical Plans

Pull Summary of Benefits and Coverage (SBCs). Pull updated employee census data. Determine applicable market segment (small, mid, or large group). Complete carrier applications in advance. Finalize census uploads into carrier systems. Review renewal offers and quote alternatives. Negotiate rates based on claims and market conditions.

Stop Loss Coverage

Market stop-loss opportunities for self-funded and level-funded groups. Gather claims data and census information for underwriting submissions. Coordinate with stop loss carriers and preferred markets. Review specific and aggregate deductible options. Compare renewal increases and alternative market solutions. Provide recommendations on risk management and funding strategy. Assist in final placement of stop loss coverage with the most competitive carrier.

Ancillary Plans/GIS

Request renewal proposals from carriers. Pull benefit summaries, bills, census data, and renewal information. Prepare renewal comparison spreadsheets. Market groups when renewal increases are excessive. Send RFPs to competing carriers. Review proposals and select strongest options. Negotiate final pricing and terms.

C. Final Proposal Delivery

Prepare final spreadsheets for medical, stop loss, ancillary, and worksite products. Deliver renewal package to internal team including:

• Final comparison spreadsheet
• Carrier quotes
• Renewal documents
• Marketing request form
• Strategic notes and recommendations.

Prospecting & New Business Support

New Client Opportunities

Review prospect census and benefit needs. Determine products to market:

• Medical
• Stop Loss
• Ancillary
• Worksite voluntary benefits

Request carrier quotes. Prepare proposals and comparisons. Support sales team during presentations.

Financial Reporting & Contribution Modeling

Prepare employer contribution analysis. Build custom employee payroll deduction spreadsheets. Model self-funded vs. level-funded options. Provide financial data to leadership for strategic review. Use Applied Benefit Designer reporting tools and Excel models.

Internal Team Support

Assist coworkers with policy interpretation. Review spreadsheets for accuracy. Provide guidance on quoting strategy. Conduct product refreshers and carrier updates. Share knowledge regarding new carrier offerings and market trends.

Core Competencies

• Ability to communicate clearly and effectively, both verbally and in writing.
• Active listening skills and the ability to tailor messaging for different audiences.
• Ability to work independently or in a team environment.
• Ability to manage multiple responsibilities without compromising quality.
• Ability to learn and adapt to multiple Employee Benefits Systems and Platforms listed in Addendum A.
• Proactively anticipates needs and prioritizes action steps.
• Ability to work in a fast-paced, energetic environment and remain open to change and new ideas.
• Possesses strong communication, organizational, and time management skills, with extreme attention to detail.
• Ability to apply independent judgment and reasoning while completing tasks.
• Ability to navigate the Microsoft Office platform, including Outlook, Teams, and other programs.
• Ability to maintain confidentiality, honesty, and ethical standards.
• Excellent problem-solving skills. Ability to assess situations and problem solve with sound decision-making skills.
• Strong organizational skills, including daily prioritizing and logical thinking.
• Strong written/oral communication skills especially verbally and over the phone. Clarity and accuracy are key.

Education/ Experience Requirements:

• Highschool Diploma or Equivalent
• 3 years of work experience in a related marketing role or industry experience preferred

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.