Ben Cortez

Vice President - Client Service Director @HUB International

Los Angeles, CA, US

Team Lead/Manager – Project Management for High Performance Team (HPT) ensuring best practices, exceptional client experience, and high retention.• Lead and manage complex client relationship from strategy, industry & market trend benchmarking analysis, marketing, compliance, and day-to-day service.• Lead and manage complex effective communications analysis – including tailored executive dashboards/reports and custom employee presentations, and supplemental collateral.• Lead consultant for merger & acquisition/due-diligence reviews, including onboarding and integration.• Compliance assessment & gap analysis, including research, summaries, and recommendations.• Strategic planning and collaboration to ensure that HPT is coached and developed for growth – professional and book-of-business.• Manage Employee Benefits Practice, responsible for developing and meeting overall sales and growth targets.• Drive Practice synergies, team building, and collaboration• Recruiting, hiring, onboarding, validation, and career planning.• Annual financial planning & forecasting including monitoring of revenue & expenses compared to projections and budgets.• Responsible for Practice and corporate initiatives and overall strategic development.• Generation of RFP responses & new business proposals, presentations, talking points, and supplemental targeted messaging.• Member of West Region Best Practice committee responsible for review, creation, and implementation of national service standards.• Lead innovation and strategy for the overall Practice to ensure continuous development of HUB services aligned with identified current needs & desired state of existing and new clients.• Positively and proactively represent HUB in meetings, seminars, trade shows, and networking events.• Develop long-lasting relationships with carriers, key vendor partners and other stakeholders and interfacing as needed to grow business and resolve issues.

University of Southern California

MHA, Health Administration

University of Southern California

BA, Public Administration