HUB International

Sales

• Leadership, management, and accountability for region’s sales leadership team.
• Accountable for overall sales performance within the region
• Coach, develop and enable MWE sales team to achieve personal income and revenue commitments
• Responsible for recruiting, hiring, and training/mentoring new producers & overall management of sales executives
• Promote interdepartmental resource sharing, identify opportunities for cross selling and capitalize on similar association marketing
• Identification of sales initiatives and business development opportunities throughout the region
• Manage sales budget for the region
• Establish a positive sales culture dependent on maximizing the strengths of each producer
• Implement strategies to fully integrate all team members who work amongst sales, account service, underwriting, and consulting
• Ability to engage corporate resources to support sales and marketing
• Strategize with Practice Leaders to retain business year over year
• Develop internal resources/experts to assist all producers in closing business
• Responsible for conducting sales meetings/training
• Accountable for implementing all HUB sales best practices and other sales initiatives
• Responsible for attending HUB sales leadership meetings
• Responsible, along with President, Chief Marketing Officer & Practice Leaders for implementing and executing on the Critical Path Process
• Responsible for making sure that Producer Improvement Plans are in place where needed
• Responsible for managing SRM activity, including utilization of pipeline reports
• Positively and proactively creates team strategy to represent HUB in relevant regional seminars, trade shows, and networking events
• Ensures continuous development of products and service offerings aligned with identified needs of customers in the market segments
• Actively participates in Sales management on day-to-day basis including remote office visits regarding staff development (mentoring), plan execution, training producers, and joint prospect and client sales calls
• Build and foster a client-centric sales environment that is focused on new business development and relationship development
• Actively participates in the sales and integration process of acquisition of agencies throughout the region.

Chief Sales Officer

Account Manager

• Lead the customer service function and client segment strategy for your book, retain clients and revenue, grow book by account rounding and asking for referrals.
• Reduce E&O exposure.
• Develop and maintain relationships with target market clients to ensure that service needs are met proactively.
• Manage client segmentation for your book of business, reviewed annually.
• Gain an understanding of client insurance objectives and make recommendations.
• Analyzes and compares insurance plans to determine suitability.
• Provide advice to clients on claims as needed.
• Coordinate with Sales Executives to ensure a smooth onboarding process.
• Act as liaison between clients and carriers to solve issues.
• Utilize carrier service centers as necessary.
• Retain clients and revenue.
• Lead your clients annual review process and deliver our customer service commitment based on client segmentation.
• Ability to effectively communicate rate increases in a way that highlights our value.
• Lead the remarket process with Associate Account Managers as necessary.
• Notify Channel Leader and Team Lead of at-risk accounts over $1k revenue.
• Grow book by account rounding and asking for referrals.
• Develop new business revenue from existing accounts via cross sell and referrals.
• Contact clients on monoline list and prior year lost business report for opportunities.
• Prepare and present insurance quotes to clients based on need.
• Responsible for ensuring all appropriate documentation in Epic.
• Understands Michigan Essential Insurance Act and other regulatory requirements.

Personal Lines Account Manager

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

Bilingual Talent Acquisition Partner – Spanish/English

Human Resources

• Engage with leaders and stakeholders to shape talent strategies
• Provide expert HR guidance with effective critical thinking and problem solving
• Act as a consultative problem solver addressing business challenges
• Lead strategic projects enhancing culture and engagement
• Build strong relationships with leaders and HR colleagues
• Actively apply HR expertise in talent lifecycle management
• Drive employee experience initiatives
• Lead change management efforts and provide coaching to leaders
• Leverage workforce data to improve decision making
• Operate effectively in a fast-paced, ever-changing environment

Strategic Human Resources Business Partner – HRBP

• Assisting Account Managers, Senior Account Managers and Producers with the servicing of assigned accounts
• Participates in the renewal preparation process, including generating renewal updates on accounts
• Review bond requests to verify for accuracy
• Provides quality customer service to clients, team members, and carriers
• Maintains an accurate suspense system on all items that require a response
• Fields 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
• Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts

Assistant Account Manager – Surety

• Provide organizational, administrative, and follow up support to the HUB Pharmacy Practice.
• Support the sales process, implementation, renewal, and ongoing management of clients and prospects as well as other HUB Pharmacy projects.
• Manage, track, and update key activity metrics.
• Help prepare for finalist presentations and work with marketing to develop presentations using Microsoft PowerPoint.
• Proactively track follow-up and ad-hoc items related to HUB Pharmacy deliverables.
• Responsible for managing projects, workload, and initiatives as determined by the HUB Pharmacy Practice.
• Participate in efforts to support standardization and to design and implement product and operational enhancements.
• Establish productive and professional relationships with clients, prospects, internal customers, and members of the HUB Pharmacy Practice.
• Communicate tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients (under 1,000 lives) to understand the impacts to their strategy and their employees.

Pharmacy Benefits Account Manager

• Provides critical support to clients
• Manages a book of insurance business
• Facilitates positive and effective relationships sales and/or account team colleagues
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal
• Attends industry related continuing education training and courses
• 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 when appropriate for the clients needs

Account Manager, Personal Lines

• Act as the main point of contact for clients, addressing inquiries, concerns, and providing guidance on coverages, forms, contract requirements, and exclusions.
• Foster collaboration with internal and external stakeholders to ensure client needs are met effectively.
• Prioritize and manage day-to-day workload using agency procedures and systems.
• Prepare market analyses and proposals, process renewals, and handle carrier submissions.
• Handle intermediate-level inquiries, including explaining the nuances of HMOs, PPOs, and EPOs, understanding various plan types, eligibility guidelines, confidentiality requirements, waiting periods, and coverage forms.
• Stay updated on industry knowledge to provide excellent customer service.
• Assist employers with open enrollments, conduct on-site presentations, address billing issues, handle applications, manage eligibility, and provide support for ID cards.
• Manage multiple tasks efficiently, ensuring accuracy and speed in completion.
• Provide guidance and mentorship to Customer Service Representatives, fostering their growth and development.
• Occasional travel may be required to meet client needs.

Employee Benefits Account Manager

Consultant

• Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level
• Drives 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
• Communicates 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
• Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions
• Provides 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
• Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars
• Represents the National Pharmacy Practice in various strategic business initiatives as appropriate
• Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert
• Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service (s) to improve client results

Marketing

• Managing the end-to-end annual Group Health benefits renewal process for an assigned block of clients
• Requesting and managing the RFP and quote process with the various insurance carriers
• Creating and managing spreadsheets to effectively display and communicate the quote information received from the various insurance carriers
• Working with their aligned Account Executives (AE) to create a recommendation plan to present to clients
• Creating and managing all proposals for the AE to present to our clients
• Assisting the AE with the underwriting process including working with the various insurance carriers and clients
• Assisting the Sales Representatives with medical quoting, enrollment and takeover paperwork
• Creating “Benefits User Guides” (BUG) brochures that summarize the clients’ renewal decisions
• Maintains organized filing systems
• Ordering and preparing insurance carrier documentation including enrollment materials and provider booklets
• All other duties and special projects as assigned

Employee Benefits Specialist

• Develops client relationships with HR Manager/Directors as well as C-Suite
• Develops a plan to meet client’s short and long-term needs throughout the year
• Manages the RFP and marketing process
• Collaborates with Producer in the renewal planning process
• Advises and guides clients in compliance matters.
• Manages and facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.
• Understands and can explain all aspects of carrier renewals for assigned clients
• Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.
• Manages claims and coverage issue resolution for clients’ employees when elevated from HR.
• Develops open enrollment presentations in Microsoft PowerPoint software for employees and HR Managers as needed.

Account Manager, Employee Benefits

• Manage all scheduling, registration, and roster tracking for SFD performance workshops (Executive Presence Selling, Path to Validation, Jump Start, Insurance Week, and related programs)
• Coordinate the ordering and distribution of workshop materials (printed and digital), ensuring all resources are current and aligned with program objectives
• Handle meeting setup, calendar invitations, and day-of logistics for both live and virtual sessions
• Administer pre- and post-workshop assessments (not satisfaction surveys; performance-oriented instruments) and compile responses for the training team
• Serve as a primary point of contact for participants with questions about upcoming sessions, expectations, and preparation requirements
• Troubleshoot technology issues during live training sessions to minimize disruption to the learning experience
• Support the department's AI-enabled performance tools including Hyperbound simulation configurations, Claude Projects, and other emerging platforms
• Coordinate vendor relationships for training technology partners (AuctusIQ, Hyperbound, and others), including license tracking, issue escalation, renewal timelines, and basic troubleshooting
• Assist coaches and program managers in preparing tool environments for workshops and coaching engagements
• Stay current on tool updates and new features; flag opportunities where technology can streamline SFD operations or improve producer-facing experiences
• Maintain the LMS (Cornerstone or equivalent), including course enrollment, content uploads, and user support
• Track course completions and certifications; ensure records are accurate and tied to performance program participation (not just seat time)
• Coordinate with the LMS vendor on system issues, updates, and enhancements as needed
• Maintain organized records of training attendance, participation, and completion across all programs; assist in compiling data that connects participation to performance outcomes
• Help maintain tracking spreadsheets, dashboards, and other tools used by the department to monitor coaching engagement, program health, and producer progress
• Develop and distribute communications to drive awareness and enrollment in SFD programs, including email campaigns, flyers, and intranet announcements
• Update and maintain the department's internal intranet pages with current training schedules, resources, tools, and announcements; ensure content is organized and easily accessible when producers need it
• Track engagement health across programs and tools; surface trends in participation, drop-off, or underutilization to program managers and leadership
• Coordinate outreach efforts to brokers, account executives, and field leadership in partnership with coaches and facilitators
• Own the operational back-end that frees coaches and program managers to spend their time on high-value performance work (coaching conversations, workshop facilitation, program design)
• Partner with trainers, facilitators, and department leadership to ensure all sessions are fully prepared and supported.
• Communicate proactively with participants regarding training schedules, expectations, and follow-ups
• Liaise with internal teams (HR, IT, regional leadership) to support the smooth implementation of training tools and programs

Sales Performance Coordination Specialist

Account Executive

• Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios of varying size and complexity.
• Work to establish and grow substantive relationships with existing & prospective clients to deliver excellent client experience.
• Schedules and conduct face-to-face & virtual meetings with clients to annual reviews.
• Achieves assigned annual financial metrics focused on retention & revenue growth.
• Understands carrier underwriting appetite and effectively use rating software to market accounts with various carriers

Private Client Account Executive

• Drive new business within the Private Client segment through proactive prospecting, networking, referrals, and opportunities generated via branch and internal partner channels.
• Actively manage the sales pipeline to consistently achieve or exceed individual production and revenue targets.
• Prepare and present tailored insurance solutions to prospective clients.
• Build and nurture referral networks with centers of influence (e.g., wealth advisors, real estate professionals, mortgage brokers, notaries) to generate qualified leads and deepen client relationships.
• Act as a trusted advisor by educating clients on coverage options, identifying gaps, and recommending solutions aligned with high-net-worth risk profiles.
• Maintain accurate documentation, policy files, endorsements, and accounts receivable to ensure smooth new business placement, policy execution, and ongoing client servicing.
• Partner with internal teams, underwriters, carriers, and specialists to structure competitive, comprehensive coverage programs.
• Maintain a strong understanding of personal insurance market trends, emerging risks, and carrier appetite relevant to affluent clients.
• Represent the Private Client division at events, sponsorships, and community engagements.
• Support RFP presentations, prospect meetings, and internal education sessions.
• Contribute to thought leadership content, including market updates, newsletters, and campaigns.
• Act as an ambassador for the Private Client brand, promoting professionalism and service excellence.

Private Client Account Executive – Personal Lines

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