HUB International

Account Manager

• Manages a book of insurance business
• Provides professional, courteous service to clients
• Supports Producers and/or Account Executives
• Works closely with other HUB personnel on all aspects of client service, marketing, and renewal
• Prepares and implements all transactions, paperwork, and internal processing for assigned accounts
• Acts as liaison between clients and insurance carriers to resolve service issues
• Identifies opportunities for cross-sell and up-sell of other HUB products and services

Account Manager, Commercial Lines – Crop

Producer

• Promote HUB’s full suite of insurance products and services
• Provide customers with all lines of coverage
• Supported by best-in-class research tools and programs through Sales Enablement team
• Participate in internal sales rewards initiative, Superior HUB Awards & Recognition Program (SHARP)

Producer, Commercial Lines

• Provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts
• Assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects
• Meeting daily production standards, goals and service commitments
• Assists the Account Management team with all aspects of the account-service process
• Responds to policy inquiries via phone and email
• Prepares quotes and proposals
• Maintains accurate and organized account files

Assistant Account Manager, Commercial Lines

• 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

Account Executive

• Prepares certificates of insurance and certificate holders updates as required
• Orders and processes scheduled loss runs and on demand loss run requests
• Processes direct bill and agency bill endorsements and audits
• Provides quality customer service to clients, team members, and carriers
• Prepares policy binders for delivery to clients
• Maintains an accurate suspense system on all items that require a response
• Input/ maintain data on account management system and ancillary systems as required
• Provide receptionist support, when needed
• Other reasonable duties as assigned by your supervisor

Commercial Lines Associate Account Manager

Marketing Analyst

• Owns execution of ancillary RFPs for large group clients, both new business and renewal.
• Serves as a subject matter expert and resource for peers.
• Leverages ancillary benefits knowledge to conduct a thorough analysis and highlight plan design modifications, enhancements, and deviations that go beyond price comparisons.
• Adheres to all clearly defined best practices and Service Level Agreements (SLAs) to ensure we’re providing a timely and quality deliverable to our broker partners.
• Maintains all marketing opportunities in the organization’s Customer Relationship Management system (CRM) to ensure seamless integration with cross-functional teams.
• Builds relationships with internal colleagues as well as external broker and carrier partners.
• Supports efforts to gather carrier underwriting guidelines, plan administration insights, & compliance details in support of internal processes and broker education.
• Identifies continuous improvement opportunities and implements strategies and solutions developed in partnership with leadership.

Senior Marketing Analyst – Ancillary Insurance Benefits

• As a Sales Executive with HUB , you will prospect and produce new business derived from your external and internal referral sources.
• Our Sales Executives work directly with clients, and our support teams to grow a profitable book of business, with an emphasis on client retention , and superb customer service.
• Utilize a ‘hunters’ mentality to uncover new sales opportunities
• Create and maintain a pipeline of future ideal clients
• Consistently achieve and exceed identified sales goals
• Focus on writing comprehensive insurance plans , not just monoline policies
• Identify niche(s) and execute strategies to become a subject matter expert
• Capable of delivering a value proposition that sets yourself apart from the competition
• Drive organic growth through partnerships with internal and external referral sources
• Establish and maintain strong relationships with HUB teams and external business partners
• Be an active participant in team meetings and ongoing learning initiatives
• Be visible in your community, and participate in local organizations
• Pursue professional designations and on-going, industry specific, education

Personal Lines Sales Executive

• Managing and expanding an assigned book of business by building strong client relationships and delivering proactive, consultative service.
• Overseeing all aspects of account management including program design, carrier marketing and negotiation, risk control coordination, and collaboration with HUB colleagues.
• Serving as primary consultant to the client on assigned accounts and overseeing the management of the account.
• Establishing and maintaining strong professional relationships with insurance carriers and clients.
• Conducting annual client reviews and providing coverage, risk mitigation, and loss control recommendations.

Account Executive, Personal Lines

Administrative Assistant

• Answering multi-line phone system (including transfers)
• Greet and direct visitors
• Monitor faxes
• Maintain front desk area and lobby
• Process incoming mail
• Manage supply inventory
• Maintain office schedule/calendar
• Provides administrative support such as, printing, filing, photocopying, data entry, scanning, binding and collating, scheduling meetings, booking reservations for lunch or dinner meetings, and coordinating events and lunches, mail distribution and mail-outs
• Completes expense reports for certain individuals in the Mountain Region team
• Processes invoices by routing invoices to appropriate personnel for approval and providing invoices to Accounting once approved by the appropriate manager
• Maintains office equipment, assists users of office equipment on routine tasks as needed and engages external vendors for service needs
• Orders, receives and maintains office supplies and proactively ensures office supplies are available when needed
• Sets up conference calls and webinars
• Creates, updates and prints Excel spreadsheets and PowerPoint presentations
• Maintain good working relationships within office and department
• Provide clerical and administrative support to other departments with minimal errors (e.g. filing, mail preparation, data entry, photocopying, etc.)
• Perform other specific duties or projects as assigned

Learning and Development

• In partnership with HR Leads, define and execute an annual talent development roadmap for the Super Region, aligned to each Hub’s business strategy.
• Conduct needs analysis to identify capability gaps and specific local development priorities.
• Proactively consult and partner with the broader Talent Development team and regional HR Leads to ensure both regional and enterprise-wide programs are consistently aligned, grounded in desired business outcomes, and reflective of real-time needs across the region.
• Share regional insights that inform and improve the quality and effectiveness of enterprise programs and solutions.
• Balance enterprise commitments with regional priorities, effectively managing capacity and stakeholder expectations across both scopes.
• Proactively cultivate strong, trust-based relationships with regional business leaders, HR Leads, and COE team members – initiating regular touchpoints and staying ahead of business needs to anticipate talent development and change needs before they become urgent.
• Own a specific enterprise-wide talent portfolio – overseeing design, development, delivery, and continuous improvement of programs within the portfolio.
• Establish metrics to measure program effectiveness, ROI and learner impact.
• Design and facilitate high-impact learning experiences, including workshops, cohort programs, experiential development opportunities.
• Partner with regional business leaders and HR Leads to assess organizational health, identify structural optimization opportunities, and lead or support the design and implementation of solutions – ensuring changes are executed with minimal disruption, improve clarity, performance and agility, and build long-term capability across the organization.
• Proactively develop and introduce organizational effectiveness tools and frameworks that build lasting team and leadership effectiveness across the region – anticipating where capability gaps and team health issues are emerging.
• Design and implement change management strategies and plans, including stakeholder analysis, communication plans and adoption measures – tailored to the scope and complexity of each specific change initiative.
• Proactively identify change risks, readiness gaps, and capability needs across the business and HR community – initiating conversations with business and HR Leaders before issues surface, equipping them with the knowledge, tools, and confidence to sponsor and sustain change, and serving as a consultative thought partner throughout the full lifecycle of change efforts.

Regional Talent Development Leader, Bilingual

• Prepare invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
• Review and process change requests in the system of record
• Set-up and maintain new and renewal client files in the system of record
• Participate in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager, Senior Account Manager or Producer
• Provide quality customer service to clients, team members, and carriers
• May review policies and endorsements for completeness and accuracy
• Prepare policies for delivery to clients
• Communicate with company personnel regarding the client’s needs and/or issues
• Use system’s “activity” function to schedule follow-ups from carriers for endorsements, and track client and underwriter requests
• Field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Prepare and coordinate all transactions, documents, and internal processing for assigned accounts
• Other reasonable duties as assigned

Assistant Account Manager, Personal Lines

Sales

• Lead, manage, and coach the regional Personal Lines new business development team to achieve and exceed production goals
• Establish and track key performance indicators (KPIs) across the new business pipeline, conversion rates, and revenue targets
• Actively support producers in identifying, developing, and closing HNW/UHNW new business opportunities
• Partner with account management teams to maximize cross-sell and upsell opportunities within the existing client base
• Serve as a regional point of contact for key carrier partners including PURE, Chubb, AIG, Berkley One, Cincinnati, Vault, and others
• Stay current on carrier appetite changes, product updates, and competitive intelligence; disseminate insights to the production team
• Represent HUB Northeast at carrier events, councils, and advisory boards
• Build and maintain deep, trust-based relationships with all producers across the HUB Northeast region, both inside and outside of Personal Lines
• Drive cross-line collaboration by educating commercial, employee benefits, and specialty producers on private client referral opportunities
• Conduct regular producer touchpoints, joint calls, and office visits to maintain high engagement across the producer plant
• Cultivate, and grow regionally identified network of COIs
• Represent HUB at COI-focused events, industry forums, and networking opportunities
• Participate in senior leadership meetings to contribute to department strategy, growth planning, and initiative tracking
• Partner with the Regional President and PCG leadership to develop and implement annual and multi-year growth strategies
• Monitor regional market trends, competitor activity, and M&A opportunities relevant to Personal Lines
• Support due diligence and integration efforts for acquisitions with a Personal Lines or private client component
• Participate in leadership meetings, working groups, and collaborative initiatives
• Champion national program rollouts, product introductions, and operational improvements at the regional level
• Share regional insights, production trends, and market intelligence with national PCG leadership to inform enterprise-wide strategy

Regional Sales Officer, Personal Lines

Solutions Engineer

• Manage client accounts, including processing service requests, endorsements, cancellations, and other functions, handling a book of business up to $125,000, as available
• Initiate or respond to sales calls for new business or account rounding
• Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
• Screening and processing insurance applications
• Prepare and compile a variety of insurance-related documents within established procedures
• Market existing and new accounts
• Maintain all records
• Maintain positive carrier relationships
• Assist in meeting office sales goals
• Any other duties as appropriate and assigned by management

Account Manager, Commercial Lines – Crop

Producer, Commercial Lines

Assistant Account Manager, Commercial Lines

Insurance Sales Producer

Insurance Sales Producer

Insurance Sales Producer

Commercial Lines Associate Account Manager

Senior Marketing Analyst – Ancillary Insurance Benefits

Personal Lines Sales Executive

Account Executive, Personal Lines

Administrative Assistant

Regional Talent Development Leader, Bilingual

Assistant Account Manager, Personal Lines

Regional Sales Officer, Personal Lines

Account Manager – Insurance Solutions Group