HUB International

Account Executive

• Manages assigned book of business, develops client relationships and delivers to grow and retain clients
• Acts as liaison between the administrator of the employer group and the insurance carriers
• Establishes and maintains strong business relationships with clients and insurance carriers
• Maintains accurate and organized account files by documenting conversations with clients and carrier representatives
• Leads resolution of escalated complex service issues between clients and insurance carriers
• Develops and communicates strategy for Market Analysis and negotiates with carriers

Account Executive, Employee Benefits

Data Analyst

• Conduct in-depth analyses of producers’ books to identify potential cross-sell leads
• Utilize data mining and analytics/AI methods to generate key insights into prospects
• Identify trends within the data and provide actionable insights
• Generate reports in Power BI, Excel, and other tools
• Build and maintain relationships with producers and stakeholders

Cross-Sell Data Analyst

Director

• This position is responsible for fostering relationships with our carrier partners by driving results through monthly pipeline calls
• Maintaining knowledge of markets necessary to place business
• Exploring new markets for the agency
• Assists with the carrier selection process
• Manage relationship with Ancillary Marketing team to drive results through our 3C Partnerships to include account rounding, revenue standardization, and 3C migration.
• Provides expertise to agency staff concerning markets and specific accounts
• Maintains carrier relationships, explores new markets, and assists in evaluation of carrier relationships and introduction of new carriers
• Works closely with producers, account executives and account managers on marketing strategies

Director of Carrier Relations

Account Manager

• Supporting our Account Manager team with quotes for new business and renewals
• Assisting with the renewal preparation
• Preparing benefit guides and other Open Enrollment materials
• Scheduling meetings with carriers
• Printing and binding prospect materials
• Maintaining insured info in our agency management system (BenefitPoint)

Employee Benefits Account Manager

Administration

• Provides exceptional customer experience working with various Production teams
• Follows HUB Service Guidelines
• Processes all documentation according to HUB workflows
• Formally corresponds with customers and insurers
• Manages account reconciliation working with Accounting team
• Maintains accuracy of electronic files
• Reviews and ensures accuracy of policy documentation from insurers
• Abeyances and follow-up for outstanding information & documentation
• Reviews and prioritizes all assigned tasks on a daily basis including mail, emails, abeyances/activities
• Provides back-up support for other departments and Reception on an as-needed basis
• Continues professional development in order to enhance skills and abilities

Team Administrator, Commercial

Insurance

• Provides exceptional customer experience working with Production teams
• Demonstrates good technical insurance knowledge
• Adheres to HUB Service Guidelines
• Demonstrates commitment to teamwork by supporting Account Executive/Account Manager (Producer) and Marketer with all aspects of servicing accounts
• Responds to customer requests acting within license authority
• Acts as primary customer service contact in the absence of Producer
• Attends Critical Path meetings and completes any action items assigned within specified timeframe
• Processes all documentation and transactions according to HUB workflows
• Promptly reviews and manages account reconciliation working with Accounting, Producer and Client
• Reviews and prioritizes all assigned tasks daily including mail, emails, abeyances, activities
• Provides Accounts Receivable support to Producer for payment reminder letters as requested
• Maintains accuracy of electronic files
• Reviews and ensures accuracy of policy documentation from insurers
• Continues professional development to enhance skills and technical knowledge
• Other duties and responsibilities as assigned

Insurance Advisor, Real Estate Practice

Customer Support

• Issue auto ID cards, binders, certificates & Evidence of Property
• Order loss runs and input information
• Order MVRs and E Mods
• Process change requests and cancelations – suspense and follow up, check and scan when received
• Audits – including checking rates, ordering worksheets and invoicing
• Support Account Manager and Account Executives - provide updates once policy is bound (update future application and pull over to current)
• Process new business and renewals
• Set up/update billing information
• Scan and input all correspondence into paperless file
• Email signed forms to carrier
• Invoices
• Prepare policies to be delivered
• Reconcile fleet schedules
• Prepare tabs for proposals
• Agent of record letters
• Finance agreement quotes
• Renewal of all policies
• Additional administrative duties – general scanning, mail, phone support
• Assist as needed with various projects
• Handle claims intake for the unit

Commercial Lines Customer Service Representative

• Issue auto ID cards, binders, certificates & Evidence of Property
• Order loss runs and input information
• Order MVRs and E Mods
• Process change requests and cancelations – suspense and follow up, check and scan when received
• Audits – including checking rates, ordering worksheets and invoicing
• Support Account Manager and Account Executives - provide updates once policy is bound (update future application and pull over to current)
• Process new business and renewals
• Set up/update billing information
• Scan and input all correspondence into paperless file
• Email signed forms to carrier Invoices
• Prepare policies to be delivered
• Reconcile fleet schedules
• Prepare tabs for proposals
• Agent of record letters
• Finance agreement quotes
• Renewal of all policies
• Additional administrative duties – general scanning, mail, phone support
• Assist as needed with various projects
• Handle claims intake for the unit

• Lead the underwriting process for new and renewal business.
• Responsible for reviewing mortgage impairment insurance applications and any associated information that is deemed necessary for diligent underwriting.
• Facilitate obtaining necessary underwriting data by working directly with financial institutions and associated sub-agents and HUB producers.
• Educate financial institutions on policy coverages and conditions to ensure a firm understanding of the loan origination and ongoing insurance tracking requirements that may impact coverage.
• Work directly with HFS Lloyd’s mortgage impairment facilities on new business / renewal business placements and midterm policy modifications.
• Oversee and actively manage policy issuance and renewal processes.
• Create and maintain structure for detailed retained underwriting file.
• Monitor overall product line underwriting and HFS profitability.
• Act as mortgage impairment subject matter expert in supporting new business revenue and renewal business.
• Create regular product level content to be published through our HFS website, HFS webinars and associated HFS digital media outlets.
• Provide guidance for coverage level questions including providing guidance on mortgage impairment warranty requirements.
• Prepare coverage reviews and comparisons on as needed basis.
• Present at industry events.
• Monitor competitive landscape and market trends.
• Act as primary point of contact for financial institution clients including direct written and identified existing HFS mortgage impairment client financial institutions.
• Conduct regular business reviews with key accounts and sub-agents.
• Provide active engagement support for any submitted mortgage impairment insurance claims.
• Analyze market trends, client needs, risk factors, and regulatory changes to ensure HFS has a best-in-class mortgage impairment insurance product.
• Collaborate with marketing and sales teams to develop impactful marketing strategies and materials to drive profitable growth.
• Prepare revenue forecasts and budget projections.
• Create automated workflows and underwriting analysis process that supports Lloyd’s facility guidelines and best practices for underwriting new and renewal business.
• Develop automated workflows to support a timely policy issuance process.
• Create and manage retained underwriting file documentation.
• Establish and monitor key performance indicators.
• Stay current on regulatory changes affecting mortgage impairment insurance and that underwriting practices comply with relevant laws, regulations, and industry standards.
• Ensure adherence to surplus lines licensing and filing requirements.
• Liaise with legal and compliance teams to address any regulatory concerns.
• Manage and support annual Lloyd’s mortgage impairment insurance audit.

Senior Director, Mortgage Impairment

• Manage and retain assigned book of benefits accounts
• Provide oversight and direction to other assigned team members
• Be responsible for account retention that meets or exceeds annual goals
• Identify opportunities for cross-sell and up-sell of HUB products and services when appropriate for the clients’ needs
• Be knowledgeable of changes in the insurance industry and regularly attend industry events, seminars, or conferences
• Intervene to resolve escalated and/or complex service issues
• Negotiate and advocate on clients’ behalf with insurance carrier representatives
• Appropriately document transactions with clients and carrier representatives
• Participate or assist in the new business process
• Work independently, as well as delegate workflow to the service team
• Review contracts, plan documents, and plan summaries for accuracy
• Prepare benchmark reporting
• Responsible for oversight of clients’ compliance needs
• Prepare and present presentation materials for all client meetings and direct team members’ roles within those presentations

Employee Benefits Account Executive

Analyst

• Provide direct day-to-day problem solving support for clients in relation to their group benefits programs
• Perform data entry to support quarterly and annual financial analysis for a broad range of clients in a variety of industry sectors
• Conduct renewal analyses, negotiate fees and rates with carriers – in alignment with department strategy
• Prepare client ready renewal reports in PowerPoint
• Review insurance contracts and financial statements
• Support the consultants in managing projects, conducting or directing research, and drawing meaningful conclusions from client and market data
• Gain insight and build knowledge of our organization, its services, people and purpose
• Data review, assumption setting, and report writing for actuarial valuations (actuarial track only)
• Handle confidential information and data – adhering to HUB’s privacy and confidentiality agreement

Account Executive, Employee Benefits

Cross-Sell Data Analyst

Director of Carrier Relations

Employee Benefits Account Manager

Team Administrator, Commercial

Insurance Advisor, Real Estate Practice

Commercial Lines Customer Service Representative

Commercial Lines Customer Service Representative

Senior Director, Mortgage Impairment

Employee Benefits Account Executive

Health and Benefits Analyst