HUB International

Account Manager

• Assist account team in providing quality customer service to existing accounts
• Assistance in resolving billing and claim issues
• Gathering renewal information and general account assistance as needed
• Assisting account team with annual enrollment by helping create communication material
• Assist with special projects in the office as requested
• Monitor and maintain accurate client information in account management systems as assigned
• Act in capacity of client manager on assigned accounts

Associate Account Manager

• Pharmacy data collection, validation, and preparation for analysis and deliverables.
• Use of multiple tools and access points to obtain the data, with consideration in locating inconsistencies in the data and information.
• Must proactively manage projects, workload, initiatives, and assignments as determined by the HUB Pharmacy Practice team.
• Work within the HUB Pharmacy Practice team to manage, track, and update core business activities for tracking & business advancement purposes.
• Support lead pharmacy consultants on client engagements and meetings.
• Contributes directly to support of the design, implementation, and maintenance of standardized pharmacy team operations workflows & pharmacy analytics strategies.
• Establish productive and professional relationships with all members of the HUB Pharmacy Practice.

Pharmacy Benefits Account Manager

Financial Planning and Analysis

• Assist with month end close, including journal entries, reconciliations and research and analysis that happens during the close.
• Maintain ownership of Iconixx (producer compensation software), review producer compensation calculations and respond to producer inquiries
• Retrieves and organizes data into required reporting formats
• Improve upon existing reporting as requested by management, which include working with systems such as Oracle Financial, Hyperion, Excel (Smartview), etc.
• Research, identify and communicate key variances relating to financial and operational metrics
• Provide ad-hoc financial and operational analysis to support business decisions
• Participate in annual budget process and monthly forecasting processes
• Provide support within the Finance department as needed

Financial Analyst

Administrative Assistant

• Provide admin and clerical support to Transportation Lines department members
• Work directly with Sales Executives and Account Managers
• Assist with processing client requests for service, endorsements, cancellations, and binders
• Assist with quotes for new and renewal business
• Prepare proposals for presentations
• Other duties assigned by your manager

Administrative Assistant – Transportation

Manager

• Oversees the functions of the Property & Casualty Claims team
• Manages processes, training, and collaboration amongst Claims Advocates
• Handles high profile clients property & casualty claims for top 200 accounts
• Develops, implements and enforces property & casualty claims procedures, processes, and reporting practices

Property & Casualty Claims Manager

• The Account Manager manages a book of insurance business
• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues
• 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
• Makes major decisions independent of manager approval 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
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Troubleshoots claims and billing issues
• Develops new business from existing accounts and assigned leads

Commercial Lines Account Manager

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
• Participate in Superior HUB Awards & Recognition Program (SHARP)

Producer, Commercial Lines

Vice President

• Partner with the Head of IR, CFO, and external advisors to evolve our equity narrative and competitive positioning.
• Support roadshow preparation, including drafting management scripts, Q&A preparation, and coordinating logistics across multiple geographies.
• Help design targeting strategies to expand our investor base and engage with new audiences.
• Manage day-to-day relationships with sell-side analysts and buy-side investors.
• Coordinate earnings releases, quarterly earnings calls, and investor conferences.
• Develop responses to investor inquiries and maintain an active non-deal roadshow calendar.
• Build and maintain our CRM system and investor targeting database to support increasingly sophisticated outreach.
• Lead the development of investor presentations, earnings scripts, press releases, and FAQ documents.
• Ensure all external communications are accurate, consistent with our messaging, and compliant with regulatory requirements.
• Collaborate with finance, legal, and communications teams to maintain message discipline across all stakeholder audiences.
• Monitor trading activity, analyst reports, and peer company developments.
• Provide management with insights on investor sentiment, competitive positioning, and market trends.
• Help establish IR policies, procedures, and workflows that will scale as our investor base grows.
• Build cross-functional relationships with finance, legal, corporate communications, and business unit leaders to ensure seamless information flow.
• Mentor junior IR team members and help expand the function's capabilities.

Vice President, Investor Relations

• Manage a book of personal line accounts
• Marketing to carriers and preparing quotes and proposals
• Quickly response to policy inquiries via email and phone
• Maintain renewal controls on expirations and binders
• Check policies/endorsements/audits for accuracy
• Maintain accurate and organized account files

Account Manager – Personal Insurance

Director

• Manage and grow a portfolio of clients for financial lines insurance (D&O, E&O, Cyber, Crime, EPL, Fiduciary)
• Act as a trusted advisor to clients by analyzing their needs and recommending insurance solutions tailored to their risk profile
• Develop and execute renewal and placement strategies in collaboration with the marketing team
• Negotiate terms and conditions with insurers to secure the best coverage and pricing for clients
• Identify and convert business development and cross-selling opportunities
• Supervise and mentor portfolio managers assigned to their accounts
• Maintain strong relationships with partner insurers and stay informed about market trends
• Participate in client presentations, seminars and networking activities to promote HUB's expertise
• Ensure file compliance and the quality of documentation

Account Director

Insurance

• Drive business development with a targeted prospecting strategy focused on key stakeholders
• Build and maintain a network to generate opportunities
• Represent HUB at events and networking activities
• Analyze sale and purchase agreements and transaction structures
• Act as a trusted advisor throughout the transactional process
• Collaborate with internal teams to ensure flawless execution

Account Director – Transactional Insurance, M&A

• Manages a book of insurance business
• Provides professional, courteous service to clients and carrier representatives
• Supports Producers in obtaining, maintaining, and expanding business
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues

Senior Commercial Lines Account Manager

• Build and maintain strong relationships with clients, teammates, and auto dealership partners
• Actively promote and sell ICBC and private insurance products to meet and exceed daily/weekly/monthly sales targets
• Process a variety of auto insurance transactions, including renewals, new plates, transfers, cancellations, debt payments, and more
• Upsell and cross-sell additional insurance products to add value for clients and drive performance metrics
• Support your branch by taking phone calls, managing administrative tasks, and restocking inventory

Client Care Representative – Auto Insurance Trainee

• Service the day to day needs of our insureds
• Manage the execution of all aspects of the client renewal
• Manage and delegate work as needed to assistant account managers
• Maintain accurate policy and insured info in our agency management system (EPIC)

Commercial Enterprise Account Manager

• Manage a more complex or specialized book of insurance business
• Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
• Field client communications related to coverage questions, policy changes, payments, cancellations, etc.
• Execute client renewal process including marketing, terms and pricing negotiation
• Review quote documents to ensure all insurance requirements are included
• Manage client relationships ensuring satisfaction
• Delegate work to Associate Account Managers and Account Managers
• Train and collaborate with team members to share and educate on coverage and client knowledge