HUB International

Account Manager

• Pharmacy data collection, validation, and preparation for analysis and deliverables
• Use of multiple tools and access points to obtain the data, with consideration in locating inconsistencies in the data and information
• Must proactively manage projects, workload, initiatives, and assignments as determined by the HUB Pharmacy Practice team
• Work within the HUB Pharmacy Practice team to manage, track, and update core business activities for tracking & business advancement purposes
• Support lead pharmacy consultants on client engagements and meetings
• Contributes directly to support of the design, implementation, and maintenance of standardized pharmacy team operations workflows & pharmacy analytics strategies
• Establish productive and professional relationships with all members of the HUB Pharmacy Practice

Pharmacy Benefits Account Manager

• Responsible for servicing assigned personal insurance accounts in accordance with the practices, policies and procedures of the Company.
• Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Develop and maintain relationships with clients to ensure that all service needs are met.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
• Gather information from clients and prepare applications regarding new and/or renewal coverage.
• Prepare policy quotes based on client’s needs, rates and coverages.
• Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
• Other responsibilities as assigned by Manager.

Account Manager – Client Advisory Team

Vice President

• Manage a high-volume portfolio of P&C claims across General Liability, Property, and Auto lines, advocating on behalf of clients from initial notice through resolution.
• Analyze carrier coverage positions, reservation-of-rights letters, and disclaimers; draft well-reasoned rebuttals and appeals grounded in policy language, case law, and industry standards.
• Monitor claims activity, maintain up-to-date diary entries in Epic, and ensure timely follow-up on all open matters to drive claims toward the most favorable outcomes.
• Identify and escalate potential E&O exposure situations to management and the Office of General Counsel promptly and in accordance with internal protocols.
• Coordinate with carrier adjusters, defense counsel, and third-party administrators to ensure claims are being overseen in the client’s best interest.
• Serve as the primary claims contact for assigned clients, delivering responsive, empathetic, and professional service that reflects HUB’s commitment to client advocacy.
• Build and maintain strong relationships with carrier claim managers and decision-makers at key partners.
• Participate actively in PRISM calls, quarterly claim reviews, and renewal strategy meetings, providing detailed claims intelligence that supports the marketing and account teams in securing favorable terms.
• Establish and manage Special Handling Instructions (SHIs) for self-insured/captive (SCM) accounts and coordinate with carriers and TPAs on claims handling protocols.
• Collaborate effectively with Account Executives, producers, and internal departments to share claims insights, resolve issues, and strengthen overall client service delivery.
• Engage across practice groups—including specialty lines, healthcare, and professional/executive risk—to support matters that implicate multiple coverage lines.
• Contribute to the claims dashboard, successful results log, and other management reporting tools on a consistent and timely basis.
• Participate in internal training initiatives and share educational opportunities and knowledge with team members.
• Mentor and support junior claims advocates, providing guidance on complex coverage situations, claim handling strategy, and professional development.

Assistant Vice President – Property & Casualty Claims

• Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Develop and maintain relationships with clients to ensure that all service needs are met.
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
• Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve service issues.
• May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
• Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
• Prepare client proposals based on client’s needs, rates, and coverages.
• Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Other responsibilities as assigned by Manager.

Senior Account Manager, Commercial Insurance

Insurance

• Client Relationship Management – proactive outreach, annual review calls, and maintaining concierge-level service for HNW clients
• Risk Assessment & Coverage Design – tailoring bespoke insurance programs for complex assets (multiple properties, high-value collections, luxury vehicles, yachts, aircraft)
• Claims Advocacy – acting as a personal liaison during claims, ensuring swift resolution and white-glove handling
• Market & Carrier Engagement – liaising with HNW underwriters, negotiating terms, and staying updated on specialty products
• Portfolio Monitoring – tracking policy renewals, coverage gaps, and changes in client circumstances or asset values
• New Business Development – networking in luxury, financial, and professional circles to generate referrals
• Discretion & Privacy Management – safeguarding client confidentiality while coordinating with attorneys, wealth managers, and family offices
• Continuous Learning – keeping current on evolving risks (e.g., cyber liability, climate exposures, global mobility issues)

Personal Insurance Executive

Account Executive

• Serve as a direct liaison to retail brokers and carrier underwriters, managing ongoing communication on active accounts, renewals, and new submissions
• Engage underwriters on coverage questions, endorsement requests, and binding instructions — advocating on behalf of clients and the AE
• Respond to broker inquiries with timely, accurate information, escalating technical coverage discussions to the AE as appropriate
• Coordinate with underwriters to track policy issuance, endorsements, and outstanding documentation, following up proactively to resolve open items
• Support the AE in preparing renewal strategies, including gathering account data and communicating with underwriters on expiring terms
• Maintain broker and underwriter relationships through consistent, professional, and knowledgeable interaction
• Stay current on carrier appetites, underwriting guidelines, and market changes to better serve the Account Executive
• Perform other duties as directed by the Account Executive

Assistant Account Executive

Marketing

• Responsible for the effective marketing of insurance risks to companies
• Assist in the analysis of line of business and insurance company production trends and make recommendations to correct deficiencies
• Market all lines of commercial insurance and directly impacts revenue goals through the acquisition of new business and the retention of renewals
• Underwrite commercial accounts within insurance company delegated underwriting authority, guidelines, and procedures
• Act as account liaison for the producer in dealing with other departments
• Assist producers with pre-underwriting information gathering, coverage analysis and proposal presentations if needed
• Execute a quality control process for policies and quotations delivered assuring coverage, condition, rating and pricing accuracy
• Effectively build relationships with insurance company underwriters through professional risk submissions, company visitations and negotiations
• Maintain state of the art knowledge of market underwriting appetite, line of business trends, insurance company changes, rating technique and coverage development
• Demonstrate an understanding of our company utilization strategies by appropriate risk submissions
• Accurately maintain new business and renewal control logs
• Ensures that HUB Way Marketing Workflows are captured through utilization of agency management system in accordance with HUB policies and procedures
• Other responsibilities as assigned by Manager.

Marketing Representative – Middle Market

General Counsel

• Monitor and maintain knowledge of federal, state, and local laws affecting health and welfare benefit plans, including ACA, ERISA, Internal Revenue Code, COBRA, HIPAA, state insurance mandates, and emerging state/local requirements.
• Collaborate with HUB's National Employee Benefits Senior Counsel and regional compliance practices on client-facing compliance initiatives and thought leadership content.
• Create compliance tools, checklists, and educational resources to support account teams and clients.
• Draft compliance bulletins and legal updates on legislation, regulations, and judicial developments affecting employee benefit plans.
• Maintain and grow compliance resource libraries and tracking systems for use by legal, compliance, and business teams.
• Provide legal advice and compliance support to employee benefits account teams, regional compliance practices, and senior leadership.
• Develop and deliver training programs to internal staff, regional compliance practices, and clients on emerging employee benefit trends and compliance requirements.
• Partner with marketing and business development teams on thought leadership materials that position HUB as a trusted advisor.
• Support HUB's internal benefit plans through plan design assistance, compliance reviews, and coordination with benefits administration teams.
• Support Legal team members on ERISA matters related to corporate transactions, retirement and private wealth services, and strategic initiatives.

ERISA Counsel

• Supports the delivery of excellent customer service to clients regarding insurance, billing, and administrative questions
• Focuses on processing client requests, handling routine service tasks, and escalating complex or at-risk situations to the Team Lead or Producer
• Professionally answers phones and handles callbacks in a timely manner
• Receives incoming calls from customers regarding billing questions, basic policy inquiries, endorsement requests, and other routine service needs
• Acts as a triage point, connecting clients with the appropriate party – sales, retention, Team Lead, or other departments – when matters fall outside the scope of this role
• Processes client endorsement requests following agency standards and procedures
• Escalates coverage recommendation questions or complex changes to the Team Lead or Producer
• Develops and maintains relationships with agency clientele to ensure service needs are met while adhering to agency standards and procedures
• Provides consistent, accurate, and timely communication to clients through verbal and written correspondence
• Assists with educating clients on basic property and casualty insurance questions, referring more complex coverage consultations to the Team Lead or Producer
• Identifies and refers cross-sell, upsell, and referral opportunities to the appropriate team members
• Reduces E&O exposure by adhering to agency standards for EPIC activity codes, descriptions, and documentation
• Utilizes the processing team and carrier service centers based on agency procedural standards
• Takes initial claims information from clients and routes to the appropriate carrier claims department
• Escalates complex claims situations to the Team Lead
• Communicates regularly with the Team Lead on at-risk accounts for escalation and proper resolution
• Performs other duties as assigned by leadership
• Maintains active insurance license and actively participates in department meetings

Personal Lines Assistant Account Manager – First Call Resolution

• Service day to day client needs including fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing
• Review quote documents to ensure all insurance requirements are included in quote proposal
• Manage client relationship ensuring satisfaction
• Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate
• Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
• Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
• Responsible to set up and maintain electronic records
• Use best practices and internal broker standards for service and maintenance of client files and information
• Training and collaboration with team members to share and educate on coverage, exposures and client knowledge
• Other duties as assigned.

Account Manager, Commercial Lines

• Communicate with associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products
• Investigate and resolve issues in a timely and thorough manner seeking help from associates, carriers and other resources as needed
• Document all communication and activity accurately and timely
• Accurately review and compare carrier quote worksheets, terms and conditions
• Coordinate policy expirations with associates to obtain and process renewal information
• Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments
• Process complex certificates of insurance and contract reviews
• Process policies, cancellations, audits and endorsements
• Prepare and update renewal proposals and summaries
• Complete policy application details for newly bound policies into Epic
• Quote, bind and issue flood policies and assist with flood renewals
• Responsible for agency billing, including creating premium allocations & renewals and following up on cancellations and billing issues
• Attend and participate in carrier and client meetings
• Participate in applied user group online forums and education for latest trends in Epic and CSR24
• Pursue and maintain professional insurance designations as recommended by HUB
• Perform all other duties as assigned by Commercial Account Manager Supervisor and/or Commercial Lines Operations Manager

Senior Commercial Account Manager

• Document and manage member enrollment
• Review and compare waivers to university requirements
• Provide customer service to student insureds
• Audit monthly carrier enrollment files
• Complete data entry as needed
• Manage other administration tasks as needed

Student Insurance Specialist

• Manage an assigned book of business
• Retain clients through professional, courteous service
• Oversee preparation and implementation of transactions and internal processing for assigned accounts
• Manage a book of business generally in excess of $200K in revenue
• Mentor, support and train Associate Account Managers and Team Assistants
• Implement Client Service Plans as directed by account team and/or Team Leader
• Maintain accurate client information in account management systems
• Assist 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

• Manages a book of business generally in excess of $500k 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
• Special projects and all other duties, as assigned

Senior 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 and to make sure adequate support, coverage and backup are in place at all times.
• Maintains an assigned book of cases and stays in regular contact with all key client contacts to build solid relationships.
• 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.