HUB International

Analyst

• Collaborate with Account Managers and Producers to service and retain benefits clients
• Prepare reports for new business, renewals, and plan updates
• Conduct marketing, including preparing specs, reviewing quotes, and recommending solutions
• Analyze data to develop quarterly experience reports and renewal projections
• Maintain and update client files in our broker management system (e.g., EPIC)
• Troubleshoot issues and help administer clients’ benefit plans
• Assist with cross-selling and upselling HUB’s benefits solutions
• Perform account audits and coordinate with insurance carriers as needed

Analyst, Employee Benefits – Retirement

Client Services Representative

• Administrative support for the Account Management Team.
• Setup, maintain and update Broker Management System.
• Process enrollments, changes and termination requests as needed.
• Request carrier renewals, documents and invoices.
• Support printing and shipping needs.
• Assist with value add invoicing processing.
• Assist with managing intake process.
• Assist with researching enrollment and billing requests.
• Provide high quality of work with a professional demeanor, technical accuracy and conformity to company policies.

Client Service Associate, Employee Benefits

Pharmacist

• Serve as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level
• Drive sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation
• Communicate strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees
• Partner with, train and develop HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions
• Provide detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution
• Provide proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars
• Represent the National Pharmacy Practice in various strategic business initiatives as appropriate
• Contribute to National Pharmacy Practice team as a collaborative partner and subject matter expert
• Assist in the development of the Pharmacy "practice" and help to implement appropriate changes to our solutions and service(s) to improve client results

Pharmacy Consultant

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

Account Manager

• Manage an assigned book of business of $500K+ in revenue
• Retain clients through customer service
• Maintain accurate client information in systems
• Collaborate within a team including Producers, Sr. Account Managers, and Associate Account Managers
• Mentor, support, and train Associate Account Managers and Team Assistants
• Ensure accurate maintenance of client information in EPIC

Commercial Lines Account Manager

• Format and input data and information into a variety of client facing tools
• Work with service teams to understand client needs and desired outputs within the realm of supported applications
• Quickly aggregate data to perform complex analyses
• Support for internal teams and the broader Employee Benefits practice
• Document appropriate data elements used for insurance carrier negotiations, and for the validation of renewals/proposals
• Deliver findings to internal teams and clients
• Contribute to enhancement of client service, and maintain a familiarity with industry trends
• Troubleshooting, investigating and correcting report outputs as required
• Learn, analyze, and report on several types of group benefits in addition to health
• Support other initiatives of analytics & innovation as needed

Analyst, National Data Unit

• Responsible for servicing middle market commercial lines accounts
• Evaluate and process underwriting information from clients
• Negotiate renewals to obtain best rates, terms and conditions on behalf of clients
• Inform and educate clients about coverages and exposures
• Review commercial quotes, binders, invoices, and certificates/evidence of insurance for accuracy and completion
• Prepare commercial applications and forwarded to underwriters for consideration
• Provide annual reports of coverages, premium payments and incurred property and liability losses for auditors and accountants
• Maintain relationships with MGA’s (Managing General Agents) of funded projects and introduced and implemented risk reduction management programs for safety that met and exceed State and Federal Requirements

Senior Account Executive

Insurance

• Managing and overseeing complex commercial claims across Property, Liability, Construction, and Workers Compensation lines
• Acting as a key liaison between clients, carriers, TPAs, and internal teams
• Providing guidance, conducting claim reviews, interpreting coverage, and ensuring timely, accurate reporting
• Delivering proactive communication and maintaining detailed file documentation
• Analyzing claim trends and supporting clients throughout the full lifecycle of their claims

Claims Advisor – Commercial Insurance

• Manages a book of insurance business, with independence and decision-making.
• Provides professional service to clients and stakeholders.
• Supports Producers in obtaining and expanding business.
• Prepares and implements all transactions and documents.
• Analyzes clients’ insurance objectives and compares insurance plans.
• Acts as liaison to resolve complex service issues.
• Develops new business from existing accounts and leads.

Senior Account Manager, Commercial Lines

Sales

• Sales Manager: Accountable for meeting established sales goals within assigned team.
• Responsible for hiring, firing and overall management of assigned Producers.
• Approve or deny sales expenses, donations, and sponsorships for assigned team.
• Conduct effective sales meetings with assigned team.
• Implement all the HUB International sales best practices and other HO Sales Initiatives at the direction of the Chief Sales Officer (CSO).
• Develop a sales plan to achieve the new business and retention revenue goals set by the CSO.
• Assure that producers are utilizing and keeping CORE updated with their activities.
• Recruit new production staff in assigned territory.
• Implement corrective action plans for Producers where needed.
• Ensure that the Producers are meeting the internal standards set when working with the service and marketing teams.
• Assist Producers with establishing sales techniques to open doors and close deals where needed.
• Report findings with recommendations to CSO.
• Other as assigned by the CSO.
• Production: Develop and achieve maximum sales volume consistent with individuals and company objectives.
• Identify, develop, and qualify new prospects.
• Qualify and handle leads generated by the company.
• Contact prospects to set appointments and gain information on expirations.
• Cross-sell lines of business for all the company’s profit centers.
• Prepare accurate and complete applications on new and renewal business, including narrative describing all operations of the risk.
• Collaborate on preparation of marketing submissions for new business.
• Interface with company support staff and Marketing Department by meeting to review accounts, helping to determine markets to be used, follow-up dates, etc., and to otherwise assist in the timely and efficient processing of business.
• Prepare and/or present proposals to prospects and clients.
• Close sale.
• Develop and perpetuate a loyal customer base in relation to geographic and market considerations.
• Coordinate ongoing service for existing accounts with Account Manager.
• Collaborate with Account Manager to design and maintain appropriate insurance programs for existing accounts.
• Maintain production reports and attend sales meetings as required.
• Assist in collecting money, arranging satisfactory financing, or canceling coverage.
• Assume ultimate responsibility for keeping existing accounts.
• Be primary contact with clients for problems of all sorts, significant coverage concerns, and collections.
• Produce and service new commercial accounts and while maintaining and enhancing HUB International New England’s image in the assigned trading communities.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

Commercial Lines Sales Manager

• Manages a book of insurance business and provides professional, courteous service to clients
• Works closely with Producers and 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

Recruitment

• Manage full-cycle recruitment for various roles across all lines of business in the insurance industry
• Heavy sourcing of passive insurance candidates through networking, cold-calling, and utilizing a variety of databases: internal HRIS system (Workday), ATS (Phenom), LinkedIn Recruiter, Indeed Resume, Handshake, social media, and other online databases
• Conduct candidate phone screens, provide feedback, schedule interviews, review assessment results, and collaborate with team on hiring decisions.
• Drive the hiring process and decisions with an emphasis on providing positive candidate experience and hiring the best talent for the role
• Successfully build and maintain robust candidate pipelines for current and future job requisitions
• Build strong relationships, acting as a trusted advisor and business partner providing consultative recruitment services to guide the talent strategy
• Manage recruitment process, track and onboard candidates to ensure compliance, adherence to corporate protocol, and the proper measurement of recruiting tactics
• Develop professional relationships with industry groups, local universities, community partners and other organizations to expand sourcing channels
• Track and evaluate the effectiveness of recruitment strategies and adjust as needed
• Successfully manage multiple competing priorities and simultaneous requisitions with aggressive timelines
• Data entry, reporting, and tracking of metrics in partnership with the TA Coordinators
• Involvement in strategic initiatives, internal projects and ongoing process improvements
• Ensure the recruiting process and employment actions are compliant with applicable regulations, executive orders, and other rules by such entities as the Office of Federal Contract Compliance Programs (OFCCP), the Department of Labor (DOL), state and local government, and other relevant governing bodies

Talent Acquisition Partner

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

• manage the entire account-service process
• market to carriers
• prepare quotes and proposals
• maintain renewal controls on expirations and binders
• check policies/endorsements/audits for accuracy
• issue EOIs
• assist with billing/invoicing issues
• manage high net worth clients

Account Manager, Personal Lines

• Assist Consultants with all aspects of servicing group and individual accounts
• Maintain accurate renewal calendar
• Communicate renewal timelines to Account Executives
• Process documentation: renewals, proposals, claims history, customer correspondence
• Maintain electronic and paper client/carrier files
• Ensure accuracy of policy documentation from insurers
• Contact clients regarding renewals and claims
• Provide policy and coverage information to clients upon request
• Attend occasional client meetings with Consultants
• Create marketing materials and presentations for Consultants
• Act as liaison between Consultants and Corporate clients