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Sell and advise clients on commercial insurance products, leveraging HUBs suite of offerings and Sales Enablement tools. Maintain client relationships, use CRMs and Office tools, hold a valid insurance license, communicate effectively, and travel up to 50% to support business development.

The Client Services Manager oversees Small Group Account Managers, ensuring program oversight and client advocacy in health and welfare programs. Responsibilities include team management, operational efficiency, client retention, and service delivery satisfaction.

Provide underwriting support for personal lines: process endorsements, binders, audits, invoices, cancellations, and renewals; manage account documentation and correspondence; order inspections and maintain suspense systems; assist underwriters and brokers while ensuring compliance and excellent customer service.

The Account Manager will manage client accounts, market to carriers, prepare quotes, ensure policy accuracy, and assist with billing. Responsible for high net-worth client relationships.

The Underwriting Assistant supports the underwriting team by processing coverage placements, invoicing, customer communication, and maintaining compliance documentation.

The Account Manager will manage account processes, market and negotiate with carriers, prepare quotes, and ensure accuracy for client insurance policies.