HUB International

Vice President

• Perform all account servicing duties on assigned accounts
• Ensures overall account profitability with a value-based approach for the scope of service and costs associated with the client
• Engage in new and renewal strategy meetings
• Prepare Stewardship reports
• Maintain renewal expirations, avoid any lapse in coverage, and solicit additional lines of coverage
• Service accounts and provide claims assistance as needed including contract review and advise client on insurance requirements
• Develop high degree of technical, insurance, and risk management knowledge through research and attendance in industry seminars and continuing education efforts
• Market standard renewals to include - submission preparation, obtain quote, negotiate premium and commission. This can include new accounts
• Prepare proposals and presentations
• Bind coverage, prepare binder and delegate certificate issuance
• Review coverage, identify deficiencies and determine appropriate level of coverage
• Meetings with client as needed
• Review accounting history, respond to accounting inquiry, correct discrepancies and contacts client on receivable collection
• Assist Senior Account Executive when requested
• Assist with Senior Account Executive with Certificates of Insurance, Auto ID Cards, schedules of insurance, proposals on larger accounts when requested

AVP – Commercial Lines, Construction

Manager

• Maintain a licensing database for HUB employees and keep organized and up-to-date licensing records for both individuals and entities
• Manage a team of Licensing Coordinators and serve as a Subject Matter Expert on licensing issues
• Train and educate a team of licensing coordinators on proper procedures
• Track and monitor license expirations and renewals for Hub entities and producers
• Run licensing reports for new hires, identify continuing education, and additional licensing needs
• Understand continuing education requirements and maintain calendar for due dates
• Assist in the support of compliance and licensing initiatives
• Communicate requirements with internal teams and follow-up when necessary
• Create and implement licensing processes and procedures to improve efficiency in the workflow
• Trouble shoot and resolve complicated licensing issues that arise

National Licensing Manager

Operations

• Maintain and update the client relationship management system (CRM), including client contact details and household data; audit data for accuracy and generate reports as needed.
• Use CRM and other internal systems to coordinate with clients to schedule review meetings, send appointment confirmations and reminders, and proactively manage scheduling conflicts.
• Prepare meeting materials, print forms, and assemble packets for client review appointments and team meetings.
• Manage the office calendars, including conference room scheduling and company-wide memos.
• Serve as the primary point of contact for incoming calls and directory assistance.
• Coordinate and place facility work orders as needed.
• Support new team member onboarding with office orientation and systems training.
• Document office processes and maintain an office procedures manual.
• Gather and organize client feedback following events and meetings.
• Plan and execute client experience events as well as internal team gatherings, managing all logistics from concept to completion.
• Coordinate and manage special occasion gifting (birthdays, retirements, condolences, celebrations, holidays), including maintaining a gifting calendar and tracking budget.
• Provide hospitality support for in-office client visits and meetings.
• Act as liaison with external vendors, including tech support providers and parking companies; manage parking validations and track vendor contracts and service agreements.
• Manage office and kitchen supplies inventory, negotiate with suppliers, and maintain a clean, welcoming, and organized environment.
• Oversee mail operations: collection, sorting, scanning, logging, and outgoing shipments (UPS, FedEx, USPS).

Operations Associate, Retirement & Private Wealth

Account Manager

• Servicing the day-to-day needs of our insureds
• Managing the execution of all aspects of the client renewal
• Managing and delegating work as needed to assistant account managers
• Maintaining accurate policy and insured info in our agency management system (EPIC)

Commercial Lines Account Manager

Administrative Assistant

• Provide administrative and clerical support to department members
• Work directly with Account Managers to assist in processing client requests for service
• Process endorsements, cancellations, and binders
• Request worksheets and experience modifications at renewal
• Verify and maintain account files
• Assist with maintaining client relationships
• Learn to use carrier websites for online quoting
• Learn to handle own book of business

• Maintain a book of business up to $200,000 in commission revenue
• Work directly with clients to answer questions and obtain information for quotes, endorsements, or renewals
• Process client requests for service
• Gather necessary information for submission
• Verify and maintain account files

Construction Account Manager

Account Executive

• Effectively managing customer expectations
• Answer telephones and assist clients with questions regarding their coverage
• Communicate with company personnel regarding the client’s needs and/or problems
• Understand agency rating system and company rating systems and websites
• Negotiate with the underwriters from other insurance companies on rates and coverage
• Follow-up on requested changes, renewals, etc. with insurance companies
• Reviewing and analyzing claims and discussing with clients
• Discussing & Explaining coverage to clients
• Accounts receivable follow-up
• New business and renewal sales presentations
• Closing the deal - up selling/ cross selling
• Prospecting for new business usually $20,000 to $100,000 premium
• Preparing marketing submissions, proposals and summaries of insurance
• Responsible for checking the accuracy of policies, endorsement, audits, etc. received from the insurance companies
• Issuing certificated of insurance and motor vehicle liability slips
• Reviewing payments
• Other miscellaneous duties as required

Commercial Account Executive

• Partner with wealth advisors to develop tax-efficient investment strategies for high-net-worth clients, including asset location optimization, tax-loss harvesting, and capital gains management
• Provide guidance on the tax implications of portfolio decisions, concentrated stock positions, and liquidity events
• Support planning around estate and gift tax strategies, charitable giving vehicles, and generational wealth transfer
• Advise on retirement account strategies including Roth conversions, required minimum distributions, and qualified charitable distributions
• Analyze tax considerations for business owners, including entity structuring, qualified small business stock exclusions, and exit planning
• Stay current on tax law changes affecting high net worth individuals and communicate relevant updates to the advisory team and clients
• Build and maintain client relationships aimed at client retention
• Prepare tax returns, quarterly and annual income tax projections, estimated tax vouchers, extension forms and all related work papers and financial statements
• Respond to inquiries from the IRS and other taxing authorities, research supervised technical matters for complex tax needs and updates to regulations
• Present complete, timely and accurate client deliverables
• Compliance with the Firm’s quality control standards

Tax Services Manager

• Prospect new business organically through various efforts including cold-calling, networking, association memberships, social media, and more
• Maintain and 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
• Participates 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

Commercial Lines Sales Executive

• Manage an assigned book of business.
• Retain clients through providing professional, courteous service to clients, business partners, and HUB colleagues.
• Provide quality customer service to existing accounts.
• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Manage a book of business generally in excess of $200K in revenue depending on complexity or number of small business accounts.
• Mentor, support, and train Associate Account Managers and Team Assistants as necessary.
• Implement Client Service Plans as directed by the account team and/or Team Leader.
• Maintain accurate client information in account management systems as assigned.
• Assist the account team in providing quality customer service to existing middle market accounts.
• Act in capacity of client manager on assigned middle market accounts.
• Pursue a program for personal and professional development.

Accountant

• Evaluate and reconcile trial balances during system integrations and migrations
• Perform month-end reconciliations for balance sheet accounts (Cash, AR, AP, and other assets/liabilities)
• Monitor and resolve accounting process issues, maintaining detailed issue logs and ensuring timely resolution
• Lead meetings and communicate effectively with senior leadership and cross-functional teams
• Identify process improvement opportunities and help develop standard operating procedures
• Prepare manual journal entries and open system entries as needed
• Partner with Operations, IT, Treasury, and other departments to resolve accounting matters
• Support special projects and optimization initiatives across the accounting function
• Onboard team members and stakeholders on accounting processes and best practices

Senior Accountant

• 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
• Responsible for service work as needed on a daily basis
• Participates in the renewal preparation process, including generating renewal updates on accounts
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives

Assistant Account Manager, Commercial Lines

• Plays a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services
• Reviews applications, renewal requests to determine marketing strategy
• Markets to carriers and negotiates rates and terms
• Prepares quotes and proposals
• Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards
• Binds policies
• Assists with audits, as necessary
• Coordinates premium financing, as necessary
• Collaborates/assists the Producer with client meetings, strategy sessions
• May oversee and direct more junior-level team members

Account Manager, Commercial Lines

• Interact with commercial clients
• Maintain professional business relationships with new & existing clients and insurers
• Manage an entire book of business
• Review and prepare the commercial client files
• Lead marketing efforts while evaluating and pricing the insured’s risk

Bilingual Commercial Account Manager – English/Korean

Chief Marketing Officer

• Market all lines of commercial insurance and directly impact revenue goals through the acquisition of new business and the retention of renewals.
• Assist in the analysis of line of business and insurance company production trends, and make recommendations to correct deficiencies.
• Act as account liaison for the producer in dealing with other departments within Hub for the quoting of specialized lines of coverage.
• Assist producers with explanation of coverage analysis in the renewal process, and participate in renewal presentations when requested.
• Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating, and pricing accuracy by completing program analysis/comparisons.
• Effectively build relationships with insurance company underwriters through a pattern of professional risk submissions, company visitations, and firm, but fair negotiations to include monthly calls as directed by leadership.
• Some travel could be required monthly.
• Maintain state of the art knowledge of market underwriting appetite, line of business trends, insurance company changes, rating techniques, and coverage developments.
• Demonstrate an understanding of our company utilization strategies by appropriate risk submissions.