HUB International

Analyst

• Liaison between operations personnel and local, regional, and corporate accounting to ensure correct posting of revenue.
• Utilize business management and document management systems to obtain needed supporting documents.
• Analyze data and research variances indicating missing revenue.
• Communicate with internal servicers and outside carrier representatives to determine issues and status of payment.
• Resolve producer commission inquiries.
• Gather escalated commission statements and submit them to the Carrier Management Team as requested.

Commissions Analyst

Actuary

• Client Commitment: Quarterback all client financial deliverables and effectively manage project timelines, holding team members accountable to deadlines
• Confident, credible presenter during client engagements; can own the room independently when needed
• Established as the client’s Trusted Advisor for financial consulting across the full spectrum of EB needs – budgets, renewals, stop loss, plan design, contributions, and more
• Collaborates with internal client teams in preparation for client meetings and all financial deliverables
• Supports client development by assisting with RFP responses and participating in prospect finalist meetings
• Strategy: Understands the big picture of client goals and leads strategy conversations; defines client objectives and knows how to measure success
• Applies innovative and leading-edge financial thinking to develop solutions for clients; challenges conventional approaches
• Explains industry and market trends shaping current and future client objectives
• Actively participates in developing new revenue streams through research, model-building, and/or owning a strategic vendor or product relationship
• Leadership & People Management: Ability to lead staff within the practice area; may have 1–4 direct reports and is accountable for their development, performance, and career growth
• Actively mentors junior colleagues; fosters a culture of high-quality work, accountability, and professional growth
• Contributes ideas to improve client retention and revenue growth goals; actively participates in EB project efficiency and standardization initiatives
• Appropriately challenges internal teams to deliver best-in-class products to clients, innovate, and lead in the market
• Represents HUB to prospective clients and employees; participates in external webinars and/or contributes to white papers or thought leadership for external use
• Brings new point solutions or strategic vendors to the actuarial group and becomes a practice ‘expert’ in the relevant area, or takes ownership of an existing strategic relationship

Senior Actuarial Consultant

Insurance

• Drive the vision, strategy, and brand for HUB's Canadian Real Estate practice
• Accountable for setting and overseeing growth goals for the Canadian Practice
• Work with markets in coordination with the Canadian Chief Marketing Officer
• Create scalable product capacity to support larger and more complex projects
• Develop exclusive products and coverages to better protect clients
• Develop a national-level view of real estate market dynamics
• Drive consistency in proposals and application standards across the organization
• Develop a strong value proposition and ancillary services
• Implement all HUB sales best practices and other sales initiatives
• Collaborate with the Canadian Leadership and team of National Specialty Practice leaders

National Practice Lead, Real Estate Insurance

Producer

• Provide insurance related information and guidance to field/clients
• Prospect, identify, and develop new clients from referral or cold calling
• Educate clients on HUB’s value, service, and offerings
• Prepare/assist in contracting of clients and any required paperwork
• Develop and maintain current knowledge of HUB’s core business partners and their products
• Work optimally with team to ensure sales targets are achieved
• Work with clients to ensure the optimal coverage is offered, including quoting and/or follow-up
• Support clients by providing technical support, product education, etc.
• Maintain and continually update HUB’s client database
• Attend and participate in ongoing education for industry knowledge

Insurance Sales Producer

QA Engineer

• Responsible for quality control to ensure broker standards are being met
• Auditing, including broker standard audits
• Support services (Patra, I-support)
• EPIC data analysis
• Report generation
• SharePoint management
• Account transition desk
• Leading projects
• Licensing/surplus lines

Quality Assurance Specialist III

Account Manager

• Works collaboratively with the Risk Consultants and Account Executives managing a book of business.
• Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs.
• Serves as day to day contact and provides resolution for client questions and issues.
• Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.
• Provides professional, courteous service to clients, resulting in a rate of account retention that meets or exceeds expectations.
• Provides high level of support to Risk Consultants in obtaining, maintaining, and expanding business.
• Troubleshoots billing issues.
• Organizes and attends client meetings when necessary.
• Prepares reports for management as required.

Account Manager, Commercial Lines

• Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Develop and maintain relationships with clients to ensure that all service needs are met.
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
• Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve service issues.
• May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
• Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
• Prepare client proposals based on client’s needs, rates, and coverages.
• Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Other responsibilities as assigned by Manager.

Account Manager, Commercial Insurance

• The Commercial Lines Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.
• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
• Provides a high level of support to Producers in obtaining, maintaining, and expanding business.
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, correspondence, documents, and internal processing for assigned accounts.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
• Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve.
• May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Responsible for overall retention of accounts in the assigned book of business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.
• Manages, organizes, and conducts client meetings when necessary.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
• Ensures the accuracy of data in those systems.
• Travels on company business as required.
• Prepares reports for management as required.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

Commercial Lines Account Manager

Account Executive

• The Commercial Lines Account Executive manages an assigned book of business, develops client relationships and delivers to grow and retain clients.
• Ensures Producers, when assigned, are fully informed about and prepared for all client meetings and interfaces.
• Establishes and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients.
• Directly oversees and coordinates the delivery of all HUB services to assigned clients throughout the policy cycle.
• Ensures that all client service needs are promptly and professionally delivered.
• Conducts annual review w/clients making coverage and loss control recommendations focused on reducing the clients’ total cost of risk.

Account Executive, Commercial Lines

Business Analyst

• Provide technical support to advisors and other team members
• Conduct monthly/quarterly/ad hoc practice wide data manipulation
• Identify problem areas and summarize for advisor
• Assist with asset allocation decisions, portfolio construction, and rebalancing strategies
• Look for ways to continually improve our procedures
• Manage documentation of investment reporting and processes, paying close attention to compliance protocols
• Conduct research and provide investment screening in advance of firm’s Investment Committee meetings
• Analyze mutual funds and ETF’s for inclusion in model portfolio
• Maintain mutual fund and ETF recommended lists
• Maintain up-to-date information on model portfolios performance
• Assist Director of Investments in rebalancing client portfolios (brokerage accounts, retirement accounts, annuities, 529s, variable life insurance accounts, etc.) based on advisor’s criteria using appropriate tools
• In depth and frequent spreadsheet project workload & data manipulation
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
• Other projects and responsibilities as assigned by Manager

Wealth Management Analyst

• Provide strong analytical and technical support on mid to large clients
• Prepare client facing reports such as renewals, actuarial valuations, financial statements, marketing, plan design and in accordance with applicable reporting schedules and reporting templates
• Conduct marketing exercises; includes preparing and submitting specifications to insurance carriers, answering questions, reviewing, and providing technical analysis and recommendations on marketing responses, and preparing marketing reports
• Peer reviewing and providing feedback on work for team members
• Prepare experience reports including projections for renewals
• Maintain and update client files
• Provide excellent customer service to our clients via telephone or email to assess and fulfil their employee benefits requirements
• Coordinate with insurance carriers as required
• Conduct industry research on issues and trends affecting client benefits plans
• Assist with special projects, as required
• Attend and participate in client meetings on occasion.

Senior Analyst, Health and Benefits Consulting

Risk

• Claims advocate and facilitator on behalf of client
• Consultation with clients on claim issues involving Directors & Officers, Errors & Omissions, Employment Practices, Cyber, Crime, and Fiduciary coverages
• Review and recommend solutions to coverage, quantum and claim handling management issues
• Negotiate with insurers, adjusters and lawyers to expedite and obtain fair settlement of claims
• Participate in sales presentations to prospective clients
• Assist the client in preparing special claims servicing instructions focusing on the client’s specific needs
• Review and comment on policy wordings for account teams
• Review of claims with clients/insurers/loss adjusters regularly

Vice President, Professional & Executive Risk

Financial Planning and Analysis

• Support advisors in preparing materials for 20+ client meetings per month, delivered 3+ days in advance (agendas, reports, performance summaries, planning documents)
• Input financial planning data in eMoney based on advisor notes from new client meetings and client reviews
• Coordinate with Advisors & Client Service team to manage scheduling, set appointments, and communicate with clients as needed
• Review, organize, process, and submit completed client paperwork to custodians; track requests through to completion
• Maintain detailed client records in Orion & Dynamix CRM, ensuring accuracy and timely updates
• Support new client onboarding process, collaborating with the onboarding team to ensure seamless account setup and transitions
• Maintain regulatory documents for the Financial Planning & Wealth Team and Compliance Department
• Collaborate cross-functionally with onboarding, investment, and operations teams to ensure all aspects of client accounts, financial plans, and portfolios are managed effectively
• Develop platform expertise across key systems (eMoney, Orion, Schwab/Fidelity) with the goal of becoming a team resource
• Support insurance review tracking and application processes as needed
• Other projects and responsibilities as necessary

Financial Planning & Wealth Associate

• Serve as the primary relationship manager, and consultant for clients and their insurance needs
• Respond to daily client requests and ensure all their insurance service needs are handled in an accurate and timely manner, including obtaining appropriate documents to change or add coverage during the policy period
• Provide Bid and Contract review
• Be a technical resource to clients and team members
• Effectively manage the renewal process including capturing pre-renewal information and putting together complete renewal submissions for selected markets
• Negotiate Terms and Conditions for renewals with underwriters
• Counsel clients on coverage issues, and research coverage as needed.
• Maintain effective relationships with carrier markets
• Coordinate the production and delivery of new business and renewal proposals and insurance summaries
• Effectively manage, develop, and delegate work to team members, this may include Associate Account Managers I and II, and Account Managers I and II
• Ensure broker standards and best practices are being executed by the team

Account Executive – Service

• Manage an assigned book of business and develop client relationships
• Strive to grow and retain clients
• Oversee management of assigned accounts including interacting with decision makers
• Conduct proactive consultations and insurance program design
• Coordinate risk control resources and collaborate with colleagues throughout HUB
• Negotiate coverage terms and conditions
• Conduct annual reviews with clients making coverage and loss control recommendations
• Identify opportunities for cross-sell and up-sell of HUB products and services