HUB International

Account Manager

• Works directly with clients and employees to answer questions and resolve their issues
• Loads and maintains all service activities in BenefitPoint
• Resolves enrollment and termination issues
• Acts as a liaison with insurance carriers to resolve claim issues, billing issues, and other service matters
• Provides members with assistance for appeals and other service matters
• Answers or escalates questions to obtain accurate answers related to legislation and benefit laws regarding HIPAA, COBRA, and FMLA
• Works with service teams and service team members to ensure continuity of workflow and processes between teams
• Maintains an assigned book of cases and stays in regular contact with all key client contacts
• Proactively calls key contacts to check-in and for fact finding
• Assists with the training of new hires in their duties
• Prepares reports giving details of complaints and service requests on a monthly basis
• Shares new and unique information with other HUB service team members
• Maintains organized filing systems and timely submits all employee paperwork
• All other duties and special projects as assigned

Senior Employee Benefits Account Manager

Financial Planning and Analysis

• Completes initial level of standard financial deliverables
• Assists in drafting technical sections of reports and presentation materials
• Ability to meet the needs of clients in a supportive role
• Recognizes the value of working with and contributing to a client team environment
• Demonstrates the importance of detail and follow through to client team satisfaction
• Demonstrates appropriate urgency
• Good listener/Note taker and comprehends subject matter during and after training initiatives
• Asks probing questions
• Performance and output meet client team expectations
• Completes initial level of standard financial deliverables
• Manages and is responsible for obtaining client financial data
• Meets deadlines consistently
• Proactively reaches out to team to adhere to timelines and prepare for meetings
• Participation in updating tools and templates, as projects arise
• Basic understanding of EB compliance requirements. Proficient in assisting with the resolution of client or vendor data and financial issues.
• Gains understanding of strategic planning process and client service cycle.

Employee Benefits Financial Analyst

• Manages a book of business generally in excess of 550k in revenue, depending on the complexity or number of accounts.
• Provide quality customer service to existing accounts with a goal of 93% retention or more.
• Collaborate within a team that includes: Producers, Sr. Account Managers, and Associate Account Managers.
• Mentor, support, and train Associate Account Managers and Team Assistants, as necessary.
• Ensure accurate maintenance of client information in EPIC
• Accountable for administrative tasks
• Special projects and all other duties, as assigned

Commercial Lines Account Manager – Small Business

• Provide exceptional service to personal lines clients by marketing insurance coverages.
• Conduct coverage reviews and ensure policy accuracy.
• Maintain client relationships and stay informed on carrier offerings.
• Contribute to client retention through dedicated support.
• Gather marketing data for new and renewal quotes in collaboration with clients and sales executives.
• Obtain and review quotes from carriers and prepare detailed coverage analyses.
• Broaden industry knowledge through continuing education opportunities.

Personal Lines Account Manager

Recruitment

• Proactively source passive candidates and maintain talent pipelines for high-priority roles, with a primary focus on licensed insurance positions, sales/production roles, and specialized hard-to-fill functions.
• Utilize LinkedIn Recruiter, Phenom, industry databases, professional associations, and referral networks to identify qualified candidates others miss.
• Conduct initial outreach to assess interest, qualifications, and fit before handing off to the assigned recruiter.
• Nurture warm leads over time through CRM and ATS pipeline tools – staying engaged with candidates who aren’t ready to move yet but may be in the future.
• Partner with recruiters on intake and strategy sessions, bringing market intelligence on talent availability and competitive dynamics.
• Track and report on sourcing activity, candidate conversion rates, channel effectiveness, and pipeline health.
• Monitor competitor hiring activity and talent movement within the insurance industry to sharpen sourcing strategies.
• Maintain accurate, up-to-date candidate records in the ATS with clear disposition notes and pipeline status.
• Generate candidate interest through creative marketing and social media messaging that aligns with HUB’s talent brand.

Talent Acquisition Sourcer

Insurance

• Field inbound and outbound calls to customers and insurance agents while providing superior customer service across all escrow and non-escrow insurance products.
• Key in and validate data received in order to update loan records.
• Match insurance documents to loan records in the Miniter Ecommerce System.
• Train in additional supplemental processes based on business need.
• Adhere to the Daily Workflow Schedule which outlines job responsibilities and daily production goals.
• Actively participate in all training sessions, team meetings, department meetings, and one-on-one meetings.
• Participate and/or collaborate in assignments and special projects.
• Attend industry-related continuing education training and courses.
• Other responsibilities as directed.

Insurance Tracking Representative

Learning and Development

• In partnership with HR Leads, define and execute an annual talent development roadmap for the Super Region, aligned to each Hub’s business strategy
• Conduct needs analysis to identify capability gaps and specific local development priorities
• Proactively consult and partner with the broader Talent Development team and regional HR Leads to ensure both regional and enterprise-wide programs are consistently aligned, grounded in desired business outcomes
• Share regional insights that inform and improve the quality and effectiveness of enterprise programs and solutions
• Balance enterprise commitments with regional priorities, effectively managing capacity and stakeholder expectations across both scopes
• Proactively cultivate strong, trust-based relationships with regional business leaders, HR Leads, and COE team members
• Own a specific enterprise-wide talent portfolio – overseeing design, development, delivery, and continuous improvement of programs within the portfolio
• Establish metrics to measure program effectiveness, ROI and learner impact
• Design and facilitate high-impact learning experiences, including workshops, cohort programs, experiential development opportunities
• Partner with regional business leaders and HR Leads to assess organizational health, identify structural optimization opportunities, and lead or support the design and implementation of solutions
• Design and implement change management strategies and plans, including stakeholder analysis, communication plans and adoption measures
• Proactively identify change risks, readiness gaps, and capability needs across the business and HR community

Regional Talent Development Leader

Support Engineer

• Provide first-level technical support for Microsoft Dynamics 365 Sales platform and related Power Platform tools
• Assist users with day-to-day CRM functionality, troubleshoot issues, maintain data integrity, and support onboarding/offboarding processes for CRM users
• Serve as the first point of contact for end users, working closely with CRM Support Specialists and system administrators
• Provide initial troubleshooting for CRM and Power Platform issues, including login errors, UI problems, workflow disruptions, and minor configuration issues
• Assist with basic system updates and maintenance tasks
• Assist in the creation, maintenance, and troubleshooting of Power Automate flows
• Perform data imports/exports, validate data, identify duplicates, and assist with minor data cleanup to maintain CRM data integrity
• Create and maintain user-facing documentation such as FAQs, troubleshooting guides, and knowledge base articles
• Assist with user management by creating, updating, and deactivating accounts
• Generate simple reports and dashboards for end users and assist with custom reports by collecting data and providing support on CRM-related data analytics
• Partner with CRM Support Specialists to support continuous improvement of sales processes and user experience.

CRM Support Technician

• ID Card Management: Generate and manage employee ID cards, ensuring accuracy and timely distribution.
• Collaborate with carriers to address ID card-related inquiries and discrepancies.
• Census Data Administration: Assist in the collection, organization, and maintenance of client census data.
• Work closely with Account Managers to ensure accuracy and completeness in census data reporting.
• Carrier Relations Support: Facilitate communication between clients and insurance carriers.
• Assist in resolving administrative issues, inquiries, and coordination with carriers.
• Claims Support: Provide administrative support in the claims process, ensuring accurate and efficient handling of claims-related documentation.
• Collaborate with carriers to address inquiries and facilitate timely claims resolution.
• Client Interaction: Serve as a responsive point of contact for clients on administrative matters.
• Coordinate with Account Managers to address client needs and concerns.
• Documentation and Record Keeping: Maintain organized and accurate records of ID cards, census data, carrier communications, and claims-related documentation.
• Team Collaboration: Work collaboratively with Account Managers and other team members to ensure a cohesive and streamlined workflow.
• Assist in team initiatives and projects as needed.

Employee Benefits Account Coordinator

Account Executive

• Serves as the senior-level consultant and executive liaison to top-tier client accounts, with primary responsibility for the strategic oversight, retention, and growth of assigned accounts
• Acts as a strategic partner who provides recommendations to sell additional lines of business and other service products to top-tier client accounts and top-priority partners throughout the policy cycle, driving revenue growth and deepening client relationships.
• Leads industry discussions and monitors emerging market trends, competitive dynamics, and regulatory developments to inform strategy, drive innovation, and enhance client engagement.
• Demonstrates expert-level understanding of specialized discipline and understanding of other disciplines; recognized as a senior expert in one or more fields and serves as a go-to resource for complex technical and coverage questions across the organization.
• Builds and maintains effective long-term relationships with executives and other decision makers for clients to ensure the highest levels of satisfaction, retention, and sustained revenue growth across a larger and more complex portfolio.
• Establishes and maintains strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned clients.

Strategic Account Executive, Commercial Lines

• Assists with the design of annual benchmarking reports and strategy recommendation based on findings
• Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
• Responds to all phone calls and inquiries within 24 hours of receipt
• Assists with the management of claims and coverage issue resolution
• Provides assistance with clients’ billing and eligibility audits
• Advises and guides clients in compliance matters
• Educates clients on all Value-Added Services
• Assists with the preparation of open enrollment (OE) packets including Employee Guides, SBCs, disclosure notices
• Develops open enrollment presentations in Microsoft PowerPoint and assists with benefits webinars for employees and HR Managers
• Collaborates with Marketing Department on the creation and distribution of communication materials

Account Representative – Employee Benefits

• Prospect, develop, and close new employee benefits business across the Great Plains region.
• Build and maintain a strong pipeline through networking, referrals, market expertise, and community involvement.
• Deliver tailored employee benefits solutions to mid-market and large employer clients, serving as a trusted advisor throughout the sales process.
• Partner with HUB's dedicated Account Management and Service teams to ensure seamless client onboarding and long-term retention.
• Present HUB's capabilities with confidence and credibility in prospect meetings and finalist presentations.
• Collaborate with the Employee Benefits Sales Leader and senior leadership to identify market opportunities and drive regional growth.
• Represent HUB professionally through industry associations, networking events, and civic engagement.
• Travel as needed across the region to meet prospects, clients, and internal partners.

Vice President, Employee Benefits – Sales Executive

Affiliate Manager

• Establish talent pipeline for key service positions in each of the five departments
• Develop professional relationships with industry groups, local universities and civic organizations for candidate sourcing, internship partnership, and diversity outreach
• Utilize LinkedIn, Indeed, job boards, and other online resources to identify candidates for talent pipeline
• Utilize LinkedIn and other social media formats to build HUB Three Rivers talent brand
• Conduct call and email campaigns regularly to create warm leads with candidates
• Make introductions between candidates, HR, and management by scheduling calls, interviews, or meetings
• Work with HR Manager/Director to discuss compatibility of pipeline candidates for open positions
• Serve as point person for onboarding of new hires
• Coordinate with hiring managers on a detailed onboarding plan for each new hire
• Oversee first 90 days of new hire experience, including 90-day checklist and mentor/buddy program
• Conduct orientation meetings for all new hires
• Conduct 90-day review meetings with all new hires
• Train new hires on Development Plans, overseeing employees’ completion of them
• Coordinate with managers on cadence of regular 1 on 1 meetings with employees
• Support HR Manager/Director with regional employee recognition program
• Oversee staffing, compensation, and other employee-related changes in our HRIS system Workday
• Perform other related duties as necessary

Talent Partner

• Provide administrative support for department Account Managers
• Effectively communicate with account managers and clients via email, phone and in person mediums
• Handle incoming correspondence from lenders
• Ability to handle billing questions from our clients and utilize carrier resources for solutions
• Reach out to clients to gather information when necessary per account manager and/or carrier request
• In conjunction with Account Managers, remarket our clients as needed and bind coverage
• Review accounts that have been flagged on policy renewal reports and communicate with Account Managers on remarket strategy
• When prompted from an Account Manager, review and/or remarket client accounts and provide feedback to the Account Manager or direct to the client
• Make contact with clients prior to renewal advising of review in process
• Prepare renewal summaries document in client database for VIP Clients
• Prepare coverage renewal checklist for pro-active client segments
• Proactively assist with communication between carriers and Account Managers

Associate Account Manager – Personal Lines Insurance

• 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
• 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