Jobs at HUB International

Manages wealth management client service operations, including account maintenance, onboarding, CRM administration, compliance workflows, project delivery, quality control, and client communications. Leads, mentors, and trains staff; develops operational policies, procedures, manuals, and status reports; coordinates with custodians, compliance teams, partners, and investment operations. Supports trading, rebalancing, account implementation, audits, recruiting, and continuous improvements to service quality and operational efficiency.

Provides advanced financial, claims, benefits, and utilization analysis for employee benefits clients. Responsibilities include self-funded plan modeling, actuarial valuations, contribution analysis, renewal and RFP support, carrier negotiations, bid reviews, reporting, data mining, and strategic recommendations. The role manages client relationships and a substantial book of business, mentors analysts, coordinates with account teams and carriers, and ensures compliance, data accuracy, and timely delivery of client solutions.

Supports commercial insurance account management by handling certificates, policy changes, payments, renewals, quotes, proposals, premium financing, client and carrier communications, and policy audits. Maintains accurate account files and agency systems while meeting production and service standards. Requires strong organization, communication, analytical, customer-service, and Microsoft Office skills, with a Property and Casualty license required within six months.

Manages commercial insurance accounts, serving as the primary contact for complex property clients. Responsibilities include marketing to carriers, preparing and presenting quotes and proposals, processing policy changes and renewals, resolving escalated client issues, reviewing policies and endorsements, coordinating premium financing and collections, and maintaining accurate account files. The role requires commercial lines insurance experience, construction risk expertise, an active license, strong communication and presentation skills, and proficiency with Microsoft Office.

Manages commercial insurance accounts and end-to-end account service, including carrier marketing, quotes, proposals, renewals, policy changes, client presentations, premium financing, collections, and account documentation. Resolves escalated client issues, reviews policies and endorsements for accuracy, and maintains effective relationships with clients, producers, and insurance carriers.

Supports retirement planning through data integration, reporting, analytics, and client presentation preparation. The Analyst prepares reports on plan participation, performance, and costs; assists with client and prospect presentations; participates in client meetings and report deliveries; and handles ad hoc analytical projects requiring accuracy, organization, and strong communication.

Manage commercial insurance account servicing, including carrier marketing, quotes and proposals, policy and endorsement accuracy checks, premium financing coordination, and premium collection. Build effective relationships with clients and insurance carriers. Requires at least two years of related insurance experience, licensing or willingness to obtain it, Microsoft Office and Outlook proficiency, and fluent Korean bilingual skills.

Manages employee benefits client accounts, relationships, renewals, RFPs, carrier interactions, compliance guidance, claims resolution, and open enrollment materials. Partners with producers and service teams to support client retention and address employee benefits questions. Requires at least three years of related employee benefits account-service experience in a brokerage environment, benefits legislation knowledge, an active license, strong communication and organizational skills, and proficiency with Microsoft Office and Outlook.

Sell insurance products and services by prospecting through local networks, developing new business, presenting solutions, closing accounts, cross-selling products, and retaining clients. The role requires strong business-to-business relationship skills, cold-calling ability, customer service focus, and independent initiative. Candidates need at least three years of B2B sales experience; commercial insurance experience and existing licensing are preferred. Required state licensing must be obtained within 90 days where applicable.

Manages commercial insurance accounts, serving as the primary contact for complex property clients. Responsibilities include marketing to carriers, preparing quotes and proposals, supporting client presentations, processing policy changes and renewals, resolving escalated issues, reviewing policy accuracy, coordinating premium financing and collections, and maintaining organized account files.

Manages employee benefits accounts by developing client relationships, coordinating with insurers, leading renewals and implementations, analyzing benefit plans, resolving complex service issues, and advising clients on strategy, compliance, enrollment, and market developments. Partners with producers and internal teams to deliver strategic plans, presentations, benchmarking, financial analysis, and high-quality client materials.

Handles inbound and outbound calls with customers and insurance agents, explains insurance documentation requirements, resolves inquiries, completes loan transactions, validates and updates loan records, and matches documents to records. Maintains confidentiality, meets workflow and production goals, participates in training and meetings, and provides accurate, timely customer support in a remote environment.

The Vice President, Sales Producer develops profitable employee benefits business through new client acquisition, renewals, cross-selling, consultative insurance sales, and relationship management. The role presents customized risk management solutions, monitors market and competitor trends, maintains CRM records, and collaborates with account and service teams to ensure client satisfaction. Candidates need at least three years of employee benefits sales experience, a valid insurance license, strong communication skills, and proficiency with Microsoft Office and CRM systems.

Manage employee benefits accounts by overseeing client service, renewals, eligibility, claims, billing, plan administration, carrier relationships, proposals, compliance documents, and benefit system updates. Analyze plans, prepare presentations and financial assessments, lead implementations, resolve service issues, and advise clients on benefits strategies, industry trends, and available resources. The role also supports vendor coordination, legal notices, enrollment activities, and ongoing account documentation.

Manages a commercial insurance book of business while providing client, carrier, and underwriter service. Supports producers and account executives with renewals, marketing, documentation, policy comparisons, account transactions, client meetings, and issue resolution. Maintains accurate account records, analyzes insurance needs, recommends suitable coverage, supports retention, and identifies cross-selling and new-business opportunities. Requires insurance industry experience and a Property and Casualty license.

Manages employer-sponsored retirement plan client relationships from onboarding through ongoing service, compliance, plan amendments, investment changes, conversions, billing, and participant education. Coordinates recordkeepers, TPAs, auditors, payroll providers, and internal teams; maintains fiduciary files and CRM records; supports plan design discussions; resolves service issues; conducts education sessions; and leads practice improvement projects. The role requires independent project management, retirement plan expertise, client presentations, and strong written communication.

Manages a commercial insurance book of business, providing client service, supporting producers and account executives, handling renewals, transactions, proposals, and policy comparisons. Serves as a liaison among clients, carriers, and underwriters; resolves service, claims, and billing issues; identifies cross-sell opportunities; maintains accurate account records; conducts client meetings; and supports retention and new business development.

The Assistant Account Manager supports account management by handling inquiries, service work, policy changes, and client presentations to ensure client satisfaction and retention.

The Account Manager II manages client insurance accounts, providing service and support, coordinating strategies, resolving issues, and identifying cross-selling opportunities.

Sell HUB's commercial insurance products and services to businesses, supported by sales enablement tools. Build client relationships, meet sales targets, use CRM and Office tools, maintain required insurance license, and travel up to 50%.