HUB International

Account Manager

• Responsible for servicing assigned personal insurance excess/surplus lines accounts
• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients
• Develop and maintain relationships with clients
• Develop new business from existing accounts and assigned leads
• Gather information from clients and prepare applications regarding new and/or renewal coverage
• Prepare policy quotes based on client’s needs, rates and coverages
• Prepare all transactions for assigned accounts
• Maintain the accuracy of data in the agency management system
• Process endorsements that involve premium changes
• Assess renewal book of business and coordinate the depopulation of clients who qualify for retail property casualty solutions
• Handle collections of premiums due
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company

Account Manager – Surplus Lines

Account Executive

• Prospect new business organically through various efforts including: cold-calling, networking, association memberships, social media, and more
• Maintain an accurate log of client information and prospecting efforts in relevant HUB systems, including CORE
• Meet established activity and sales goals, as agreed upon by the CSO
• Participate in the servicing of accounts, maintaining communications and collaboration with team members as necessary to retain and service our clients
• Attend appropriate and applicable educational opportunities as needed to maintain position knowledge and licensing
• Maintain positive relationships with carriers
• Perform all other duties as assigned

Sales Executive

Data Analyst

• Conduct in-depth analyses of producers' books to identify potential cross-sell leads and help build a pipeline of cross-selling opportunities.
• Utilize data mining and analytics/AI methods to generate key insights into prospects, such as gaps in services, excessive fees, benchmarks for improvements, elevated fiduciary exposure, financial health indicators, current broker/advisor capabilities, etc, to spot opportunities.
• Identify trends within the data and provide actionable insights and recommendations for producers.
• Generate reports in Power BI, Excel, and other tools based on collected data.
• Build and maintain relationships with producers, the regional cross-selling team, and other business stakeholders.
• Perform additional job-related duties as needed

Cross-Sell Data Analyst, Dynamics 365

• Manage a book of insurance business with independent discretion
• Provide service to clients, carrier representatives, and HUB colleagues
• Support Producers in obtaining and maintaining business
• Oversee transactions and paperwork for assigned accounts
• Analyze and compare insurance plans for clients
• Resolve escalated complex service issues and negotiate with underwriters
• Troubleshoot claims and billing issues
• Develop new business from existing accounts and identify cross-selling opportunities
• Document conversations and update HUB systems as needed
• Travel on company business as required

Commercial Lines Insurance Account Manager, Small Business Unit

• Provide professional, courteous account management and brokerage services to assigned clients
• Oversee management of assigned accounts
• Establish and maintain strong and productive professional relationships with C-Level and other decision makers
• Manage HUB Top 200 process
• Identify opportunities for cross-sell and up-sell of other HUB products and services
• Ensure that all client service needs are promptly and professionally delivered

Account Executive – Personal Lines

• Prepares, reviews, and processes all transactions, correspondence, and documents for assigned accounts
• Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Account Manager and/or Producer
• Provides quality customer service to clients, team members, and carriers
• Communicates with company personnel regarding the client’s needs and/or issues
• Maintains an accurate suspense system on all items that require a response
• Navigates and utilizes carrier websites to obtain documents and/or information as needed
• May 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
• Provide mailroom and switchboard support, when needed
• Other reasonable duties as assigned by your supervisor

Commercial Lines Assistant 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
• Act in capacity of client manager on assigned accounts

Associate Account Manager

• Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing
• Review quote documents to ensure all insurance requirements are included in quote proposal
• Manage client relationship ensuring satisfaction
• Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate
• Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
• Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
• Responsible to set up and maintain electronic records
• Use best practices and internal broker standards for service and maintenance of client files and information
• Training and collaboration with team members to share and educate on coverage, exposures and client knowledge
• Other duties as assigned.

Account Manager, Commercial Lines

Insurance

• Help protect individuals' most valuable assets
• Provide outstanding client service through your positive, friendly manner
• Educate clients with excellent product knowledge in habitational, travel, and automobile insurance

Personal Insurance Advisor

Analyst

• supports the Employee Benefits team by delivering administrative, technical, and analytical assistance
• contributes to client deliverables
• helps ensure data accuracy
• develops foundational knowledge in employee benefits, funding strategies, and vendor structures
• supports data entry, census tracking, and file audits
• assists with creating and maintaining spreadsheets, templates, and documents
• provides data support and participates in team meetings
• assists with benchmarking, vendor grids, and development of communication strategies for Market Analysis
• analyzes benefits and claims data for Market Analysis
• organizes carrier and vendor bids and maintains client databases in internal systems

Associate Benefits Analyst, Employee Benefits

• The Account Manager II manages a book of insurance business
• Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
• Supports Producers and other support staff in obtaining, maintaining, and expanding business

Account Manager II, Commercial Lines

Business Development Rep

• Develop marketing and target strategies to identify high net worth personal lines clients
• Work with commercial producers and their clients to build trust and provide strategic advice for their personal insurance and risk management needs
• Receive new client opportunities from Risk Advisors and initiate the quoting process
• Conduct thorough coverage analysis to identify client exposures and recommend appropriate coverage structures
• Prepare and submit applications to carriers, ensuring accuracy and completeness
• Negotiate favorable terms, conditions, and pricing with carrier underwriters
• Develop and present coverage recommendations and options to clients in collaboration with Risk Advisors
• Bind coverage upon client approval and ensure timely policy issuance
• Manage multiple new business submissions simultaneously in a deadline-driven environment
• Execute comprehensive onboarding process for new clients, ensuring all documentation is complete
• Maintain strong working relationships with carrier underwriters at target markets

Senior Business Development

• Provide administrative and clerical support to the Employee Benefits Channel
• Assist account managers with client needs
• Assist with compliance and complete paperwork in a timely manner
• Help create communication material for annual enrollment
• Monitor and maintain accurate client information

Employee Benefits Associate – Account Manager

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

Administration

• Handling claim inquiry calls and initial contact.
• Opening submitted claims.
• Educating consumers and builders on the claims process.
• Managing the claims general email inbox.
• Expanding our contractor network by finding, vetting, and adding on new contractors and consultants.
• All other duties and responsibilities as reasonably assigned.