HUB International

Account Manager

• 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 wroth clients

Account Manager, Personal Lines

Client Partner

• Manage assigned commercial lines property & casualty accounts (larger commercial and industrial construction clients) to ensure profitability and retention
• Develop and maintain proactive communications with clients and HUB associates (producers, Client Specialists, claims & administrative professionals)
• Attend and participate in carrier and client meetings
• Take primary responsibility for policy expiration management and client renewal processes
• Own the renewal marketing process and develop marketing strategy for assigned renewal business
• Perform periodic coverage and risk reviews and contract reviews for construction clients
• Review bid specifications and complete contract reviews for construction clients
• Support Advisors through marketing new prospective clients and liaise with carrier underwriters
• Complete policy application details for newly bound policies into Epic
• Handle communications and correspondences from HUB associates, clients and carriers
• Agency billing including new business, renewal, and endorsement invoicing
• Assist with claim reporting and follow up as needed
• Support and adhere to agency goals and objectives
• Perform other duties as assigned by Commercial Lines Manager

Client Manager, Commercial Lines

Consultant

• Interface with a book of business to strategize and propose benefit solutions
• Partner with clients on emerging trends, annual renewals, and options to meet client goals
• Assess problems, understand client expectations, and meet or exceed those expectations
• Contribute to and flourish in a team environment and exemplify Hub Fundamental 5
• Regular professional development and staying abreast of changes in employee benefits
• Provide and explain compliance package annually and alert clients to potential issues
• Conduct client presentations and foster relationships with carrier reps and client HR
• Assess cross selling opportunities, ask for referrals, and generate new sales opportunities
• Discuss strategic partnerships and compensation/value proposition with client
• Mentor Associate Benefit Consultant, Account Manager, BA/CSS and ISR
• Use Benefit Point to document and assign client service issues and renewal steps
• Ensure smooth implementation and transition for carrier changes and verify submissions
• Stay organized, manage projects and track next steps

Senior Benefits Consultant

Account Executive

• The individual filling the Account Executive role will be responsible for servicing a book of business that is approximately $1M in revenue.
• The Account Executive will provide professional, courteous account leadership and broking services to assigned clients, having the primary responsibility for account retention.
• Working alongside Producers and Account Managers, as assigned, the Account Executive shall be principally responsible for overseeing management of assigned accounts, including proactive consultation, insurance program design, carrier marketing, collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.
• Serve as the point person for client relationships which includes communicating with internal (service/ production team) and external stakeholders on all account updates.
• Establish and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients.
• Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.
• Establish and maintain strong and productive professional relationships with cognizant insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned clients.
• Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests.
• Ensure that all client service needs are promptly and professionally delivered, either directly by the Account Executive or via HUB colleagues ( e.g. Account Manager, Benefit Analysts, etc.).
• Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the client's total cost of risk.
• Identify opportunities for cross- selling and up- selling of other HUB products and services when appropriate for the client’s needs, initiating the same.
• Be knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations.
• Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media.
• Be actively involved with professional and/or civic associations on behalf of HUB.

Employee Benefits Account Executive

Compliance

• Responsible for day to day internal and external customer support providing compliance research, writing, and guidance to address client needs
• Serve as the compliance “rapid response” providing timely, accurate, and well written answers to customer emails and participating in conference calls
• Participate in remote client meetings and conference calls alongside account services team members and/or producer to relay compliance requirements
• Collaborate with the South Compliance team to create, coordinate, review, monitor and evaluate educational material or training sessions
• Work with South Compliance to develop regional initiatives, materials, and programs
• Provide guidance and assistance to service teams on compliance topics and escalate questions to the Compliance Manager and/or CCO as needed
• Handle day-to-day client compliance support including responding to compliance related emails
• Request and maintain Airtable intake form entries on a daily basis
• Manage day-to-day projects individually and at the team level through project planner and meet deadlines
• Follow all other South Compliance processes and established SOPs
• Must provide services during ordinary business hours for either the Central and/or the Eastern time zone

Employee Benefits Compliance Analyst

• Assists the Account Manager with the entire account service process
• Reviews applications and renewal requests to help determine marketing strategy
• Assists with rating and marketing to carriers
• Prepares quotes and proposals
• Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards
• Binds policies
• Assists with audits
• Coordinates billing and premium financing, as necessary

Associate Account Manager, Commercial Lines

• Provide support obtaining, maintaining, expanding, and servicing commercial lines accounts
• Assist with certificates of insurance, policy changes, gathering renewal information, and preparing client presentations
• Respond to policy inquiries via phone and email and field insured calls about coverage, changes, payments, cancellations
• Perform daily service work including certificates, policy changes, client payments
• Participate in renewal preparation and generate renewal updates
• Assist with marketing clients to carriers and coordinating premium financing and premium collection
• Check policies/endorsements and audits for accuracy; prepare quotes and proposals
• Maintain accurate and organized account files, document conversations, and update HUB systems
• Meet daily production standards, goals and service commitments; perform other duties as assigned

Assistant Account Manager, Commercial Lines

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. Job Responsibilities Lead the customer service and client segmentation strategy for your book 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 Reduce E&O exposure Responsible for ensuring all appropriate documentation in Epic Has an understanding of Michigan Essential Insurance Act and other regulatory requirements

Personal Lines Account Manager

• 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, Personal Insurance

• Resolve claims and administrative issues
• Act as liaison with insurance carriers and as an advocate for clients
• Design benefit plan in conjunction with client needs and financial resources
• Process renewals, including competitive bidding, providing cost effective plan design alternatives and employee contribution scenarios
• Prepare spreadsheets and renewal presentations as appropriate
• Analyze and recommend alternative funding arrangements
• Prepare summary plan descriptions and other employee communication materials
• Provide client with periodic financial reports (monthly, quarterly, or annually, as provided by insurer) to assess plan’s performance and as a tool for renewal planning
• Coordinate timely delivery of Schedule A information for 5500 preparation, as appropriate
• Ensure the client information is maintained and managed through HUB’s Agency Management System & data standards
• Coordinate health fairs and wellness initiatives as requested by client
• Secure stop-loss coverage for self-insured clients as needed

Administration

• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
• Provides a high level of support to our Client Relationship Management staff including: Issue and forward evidence of insurance to lending institutions
• Order and follow up on policy change endorsements including review for accuracy
• Check incoming policy change endorsements, and if accurate, forward to insured
• Update client data in our Agency Management System
• Manage small book of business
• Check policies and endorsements for completeness and accuracy.
• Prepare policies delivery to clients.
• Maintain an accurate suspense system on all items that require a response
• Input/maintain data on account management system, download and ancillary systems as required.
• Cross Training on processes and systems as needed

Insurance Service Administrator, Personal Lines

• Facilitates positive and effective relationships with clients and insurance carrier staff
• Acts as the point-of-contact for larger, more complex property accounts
• Manage the entire account-service process
• Market to carriers
• Prepare quotes and proposals
• Prepares/presents proposals to clients
• Participates in client meetings/presentations with Producer(s)
• Oversees the processing of enrollments/changes/terms
• Maintains renewal controls on expirations and binders
• Responds to/resolves escalated client issues
• Check policies/endorsement/audits for accuracy
• Coordinates premium financing and the collection of premiums
• Maintains accurate and organized account files

Account Manager II, Commercial Lines

• Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients/brokers.
• Develop and maintain relationships with clients/brokers to ensure that all service needs are met.
• Develop new business from existing accounts.
• Gather information from clients/brokers and prepare applications for submission to underwriters for both new and renewal business.
• 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.
• 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.
• Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company. Other responsibilities as assigned by Manager/Team Leader.

Account Executive - Commercial Lines

• HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry
• The Employee Benefits Account Representative works collaboratively with the Producer and Account Team managing a book of business
• Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs
• Serves as day to day contact and provides resolution for client questions and issues
• This Employee Benefit Account Representative role is focused on the small group market segment
• Manages client relationships and executes on all deliverables from strategic planning with stewardship reports, renewal and marketing process, open enrollment and special projects
• Manages claims and coverage issue resolution for clients’ employees when elevated from HR or Hub International’s MyBenefitsChampion call center
• Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently
• Advises and guides clients in compliance matters
• Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers
• Creates employee benefit booklets in conjunction with the C&D Team using Microsoft Publisher software
• Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
• Collaborates with Marketing Department on the distribution of MyBenefitsChampion communication materials
• Communicates MyBenefitsChampion utilization trends to clients
• Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
• Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
• Prepares master group files, client contact sheet, and maintains carrier files
• Manages client RFP process from development, distribution, follow-up, analyzing and presenting with heavy focus on the creating of financial reporting
• Supports the Account Executive in strategy and execution