Property Broker
Brown & Brown, Inc. job in Greenwood Village, CO
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Broker to join our growing team in Irvine, CA! The Broker is responsible for evaluating, marketing, and placing commercial insurance risks through carrier and brokerage partnerships. This role reviews submissions for accuracy and risk exposure, develops quotes, issues binders, and ensures timely and compliant policy issuance. The Broker cultivates relationships with producers, retail agency clients, and carriers to grow and retain a profitable book of business. Additionally, this position provides training and guidance to support staff, contributes to process improvement, and collaborates closely with branch leadership on underwriting strategies and market development initiatives.
How You Will Contribute:
* Examines such documents as application forms, inspection reports, insurance maps, and loss runs to determine degree of risk from such factors as ISO classifications, applicant financials, age, occupation, accident experience, and value and condition of property.
* Reviews company records to determine amount of insurance in force on single risk or group of closely related risks and evaluates possibility of losses due to catastrophe or excessive insurance.
* Broker risks, ensuring that all required information is obtained, proper applications are completed, quotes and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws. Secure payments on risks bound or written.
* Review, analyze and qualify risks submitted by Producers, evaluate submissions for premium and terms, analyze exposures for quotes for new and renewal business, issue written indications, quotes, and binders; possible use of inspection companies to obtain further information, quote rates, or explain company underwriting policies.
* Develop and cultivate carrier and brokerage relationships to place specific risks and grow a book of business.
* Markets and meets with retail agency customers to develop business and cultivate relationships to grow a book of business,
* Understand and extend Company facilities, brokering risks when required to successfully negotiate a placement; be responsible for your quote to bind activity & production results.
* Service and perpetuate existing business, produce new business, and have a keen awareness of priorities.
* Instruct and train processors and assistants, review indications, quotes, binders, submissions and policies for completeness and accuracy.
* Provide guidance and training to the processors and assistants, to enable them to reduce the broker's clerical workload, and to develop basic brokering skills and techniques.
Licenses and Certifications:
* P&C State licensed.
Skills & Experience to Be Successful:
* Bachelor's degree (B. A.) from four-year College or university is desired or five years insurance experience, two years of which is as an underwriting assistant.
* Proficient with MS Office Suite and paperless environment.
* Exceptional telephone demeanor.
* Experience with excess and surplus lines underwriting agency or company.
* This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.
About Us:
Bridge Specialty Group creates a seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers' comp, property and personal lines.
With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book.
Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group - aligning risk with greater reach.
Pay Range
$85,000 - $125,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
* Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
* Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
* Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
* Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
Auto-ApplyClient Service Representative / Employee Benefits
Denver, CO job
DescriptionThe Account Administrator assists Account Managers and Benefits Consultants in servicing employee benefits accounts. This position requires a detail-oriented and organized individual. The Account Administrator provides excellent customer service and builds professional relationships with customer contacts, and provides clerical and administrative support to the Benefits team as needed. The Account Administrator must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.Job FunctionsFollowing is a brief outline of essential tasks for the Account Administrator position, but other responsibilities and duties may be assigned:
Provide customer service to internal and external clients (answering questions, providing eligibility information, etc.)
Resolve small to moderate client issues under direction of Account Manager including eligibility questions, claims and billing issues, etc.
Request ID cards and process address changes with carriers on behalf of employer groups as requested.
Assist with Applications and Terminations as assigned. Process employee enrollments, changes and terminations on behalf of employer groups within 3 days of receipt. Collect appropriate forms and information from employer or Account Manager, following up on missing information as necessary to ensure compliance with carrier procedures. Ensure that hire or termination dates coincide with specific plan eligibility requirements prior to submission of applications. Submit completed forms to carrier prior to effective date. Email confirmations to employers and follow up with carriers via phone to ensure receipt and verify application was processed correctly. Save all enrollment information electronically in Brokerage Builder.
Maintain timely updates to Brokerage Builder system for all policy changes or updates within three business days of renewal or new business decision.
During new group submissions or renewals, assemble open enrollment materials, applications and policy information, scanning copies into Brokerage Builder. Provide administrative support as necessary in printing, organizing and preparation of open enrollment materials.
Generate rate confirmation and termination letters for clients under the supervision of Account Manager.
Cover Front Desk as needed or as back up for Receptionist's breaks, lunches, and days off. Answer phones promptly and courteously, greet and assist visitors to the office, forward emails and faxes to the appropriate employee, and monitor deliveries.
RequirementsQualifications and Requirements
Able to read and write in English
High School diploma or equivalent
Must currently possess (or be able to obtain within 90 days of hire) a Colorado Life, Accident and Health License
Must possess proficient computer skills including working knowledge of Microsoft Office products, especially Word and Excel. Previous experience with Brokerage Builder desired, but not required.
Excellent written and verbal communication skills
Strong customer service and team skills; must interact effectively with clients, co-workers and management
Strong attention to detail and solid organizational skills
Solid prioritization skills, sense of urgency, and ability to work efficiently under time constraints
Ability to analyze and solve problems
Hours for this positon are Monday - Friday, 8:00 am - 4:30 pm (with 1 hour for lunch).Pay range is $19.50 - $21.25 (based on experience and licensing) Compensation: $19.50 - $21.25 per hour
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Auto-ApplyAccount Manager Employee Benefits
Denver, CO job
The Account Manager works in conjunction with Benefits Consultants in renewing, maintaining, and servicing assigned employee benefits accounts. This position handles a minimum of $250,000 in revenue, with average account sizes between 10-1000 lives and all benefit lines. This position requires a highly organized individual, able to work independently with minimal supervision. The Account Manager provides strong customer service to clients and builds professional relationships with clients and carrier representatives. The Account Manager must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.
Job Functions: Following is a brief outline of essential tasks for the Account Manager position, but other responsibilities and duties may be assigned:
Manage client relationships and provide exceptional customer service. Customer service focus should be on understanding customer expectations and striving to exceed them.
During renewal process, analyze renewal options from current carriers and market for assigned accounts; this can be performed with or without consultant involvement. Manage RFP process; negotiate rates with carriers, collaborate with Marketing to prepare spreadsheet comparisons for presentation to the client. Send termination letters as necessary to carriers. Renew coverage with current or new carriers.
Prepare for Open Enrollment meetings by overseeing the creation of the online and printed materials. Create PowerPoint presentation with client and Consultant input. Conduct the Open Enrollment meetings with the client's employees.
Manage application process for new and renewal business. Complete Master Applications, obtain client signature and submit to carriers for approval.
Manage onboarding of new clients obtained via BOR. Submit Broker of Record letters to insurance carriers, obtain plan summaries, rates, new hire waiting period information, and contract info.
Research and resolve escalated claims and billing issues for clients and employees.
Research and analyze market changes as well as updates to Health Care Reform, Federal, State, Local laws and insurance regulations; communicate these to department and customers; suggest changes to policies and coordinate with Benefits Consultants to provide notification to clients as needed.
Maintain a current, active license at all times. Complete Continuing Education classes as required to maintain license, or as requested by Management. Should hold or be working toward at least one of the following insurance designations: PPACA, REBC, CHHC, GBDS, GBA or CEBS (Account Managers with 25+ years benefits experience are exempt from this requirement.)
Other duties as assigned
Qualifications and Requirements:
Able to read and write in English.
High School diploma or equivalent required. College degree (or equivalent job experience) in insurance, benefits administration or other related field preferred.
Must possess (or be able to obtain within 90 days of hire) a valid Colorado Life, Accident and Health License; insurance designations such as PPACA, REBC, CHHC, GBDS, GBA or CEBS strongly desired.
Minimum 5 years of experience in group benefits administration required; agency-specific experience preferred.
Broad working knowledge of Health Care Reform (ACA) compliance.
Proficient computer skills including working knowledge of Microsoft Office products (especially Excel, PowerPoint and Word) required. Previous experience with Brokerage Builder and Broker Briefcase desired, but not required.
Able to work independently with minimal supervision
Excellent written and verbal communication skills
Outstanding consulting and negotiating skills
Strong customer service and team skills; must interact effectively with clients, co-workers and management
Strong attention to detail and solid organizational skills
Solid prioritization skills, sense of urgency, and ability to work efficiently under strict time constraints
Proven ability to analyze and solve problems
Must be willing to travel by air and by road for onsite client visits, both in and out of state, as needed (including overnight trips)
Salary for this position ranges from $52,000 - $85,000, depending on experience. Compensation: $52,000.00 - $85,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Auto-ApplySr. HR Coordinator
Denver, CO job
The Senior HR Coordinator is a key member of the HR Support Services team, responsible for delivering high-quality, timely, and customer-focused support throughout the employee lifecycle. Reporting to the Lead, HR Support Services, this role handles a broad range of both complex and basic administrative tasks and service requests, including onboarding, employee changes, offboarding, records management, and Tier 1 and Tier 2 HR inquiries and escalations.
This role is ideal for a detail-oriented, service-minded professional looking to grow within a collaborative and fast-paced HR environment supporting 20,000+ employees across North America.
Key Responsibilities
Employee Lifecycle Administration
* Process both complex and basic employee lifecycle transactions including new hires, job changes, terminations, leaves of absence, and employee status updates.
* Coordinate pre-boarding and onboarding logistics, such as background checks, new hire documentation, and systems access - including M&A.
* Support offboarding processes including exit interviews, logistics and system terminations.
HR Systems & Data Management
* Enter and maintain accurate employee data in the HRIS (e.g., Workday, SAP SuccessFactors) system.
* Perform regular audits of employee records to ensure data accuracy and compliance.
* Generate reports or queries to support HR operations and compliance efforts.
* Prepare HR dashboard and metrics for leadership report out
Employee Support & Service Delivery
* Respond to employee and manager inquiries via phone, email, or case management system (e.g., ServiceNow) related to HR policies, procedures, and systems.
* Act as escalation for complex cases within HR Support Services, when needed.
* Maintain confidentiality and handle sensitive information with discretion.
* Serve as backup for team leader during absences, ensuring continuity of operations and team support.
* Interface directly with HR Business Partners and HR Leaders, providing timely and accurate information on processes, services, and policies, including service delivery.
Manager & HRBP Support
* Support conflict resolution and disciplinary processes, including documentation and performance improvement plan support.
* Contribute to HR initiatives such as performance management, C&B programs, and employee engagement.
Process Improvement & Documentation
* Assist in maintaining and updating HR SOPs, templates, and knowledge base articles.
* Recommend improvements to enhance efficiency and employee experience.
* Participate in HR projects and initiatives as assigned.
* Onboard, train, and mentor (level 1 or junior) coordinators, providing regular feedback and professional development guidance.
Qualifications
Education & Experience:
* Bachelor's degree in Human Resources, Business Administration, or equivalent experience in related field preferred.
* 3-5+ years of experience in an HR administrative or coordinator role, preferably in a high-volume or shared services environment.
* Experience in insurance, financial services, or other highly regulated industries is an asset.
Skills & Competencies:
* Service-oriented mindset with a focus on employee experience
* Strong organizational skills, decision making ability, attention to detail, and comfort with ambiguity.
* Excellent communication and interpersonal skills; customer service mindset.
* Comfortable working in a decentralized, multi-jurisdictional environment (U.S. and Canada).
* Proficiency with HR systems (e.g., Workday, SAP, Oracle) and Microsoft Office Suite.
* Ability to handle confidential information with professionalism and discretion.
* Bilingual in English and French (if supporting Canadian employees) is a plus.
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $65,000- $70,000 (non-exempt) and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
Department Human Resources
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Auto-ApplyEmployee Benefits Account Executive
Denver, CO job
Our team is growing, and we're looking for a skilled Employee Benefits Account Executive to lead client strategy, strengthen retention and growth, and provide expert guidance across a dynamic portfolio. The ideal candidate brings 7+ years of experience in employee benefits or a related field, excels in communication and organization, and demonstrates strong leadership in managing accounts and supporting new business development.
**In this role, you will:**
+ 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
**What you offer us:**
+ 7+ years of relevant experience in employee benefits within a brokerage environment
+ High school diploma required, college degree preferred
+ Proficiency in MS Office
+ Excellent written and oral communication skills
+ Excellent organizational and prioritization skills
+ High attention to detail essential
+ Proven ability to work independently and take leadership on accounts
+ Proven ability to support new business development
+ Mastery presenting to clients and their employees
+ Financial background or acumen preferred
+ Ability to mentor other team members
+ Professional designation(s) preferred
+ Industry or community involvement preferred
+ Life, Accident, and Health License
**What we offer you:**
+ A rewarding job that helps local businesses in the community
+ Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
+ Generous time-off policies
+ A work/life balance because that's important for all of us
+ Learn from the expertise of your coworkers
+ Growth- HUB is growing, and so can your career
+ Be part of a motivated team
**About HUB:**
HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
**Why Choose HUB?**
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development **.** Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
**We are the perfect fit if you:**
+ are seeking a progressive work environment at a rapidly growing organization
+ have a desire to help others protect their future
+ have an entrepreneurial spirit and are challenged by the opportunity to grow the business
+ are focused on learning and development to enhance your industry knowledge and expertise
+ are a self-starter willing to invest time and energy to learn the technical aspects of our business
+ believe in integrity and building success by developing relationships with others
This hybrid role requires 3 days per week in the office, with the option to work from either the Denver or Colorado Springs office.
_Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this positi_ _on is $95,000 - $125,000_ _and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._
The posting end date is November 30, 2025. This may change depending on the volume of applicants.
Department Account Management & Service
Required Experience: 7-10 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program (****************************************
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Account Specialist- Commercial Lines
Denver, CO job
Full-time Description
The Account Specialist provides support to Account Managers, Account Executives, or Consultants in obtaining, maintaining, and servicing assigned Commercial Lines accounts. This position requires a highly organized individual, able to work independently with minimal supervision. The Account Specialist provides, maintains or improves services while building professional relationships with multiple customer contacts. The Account Specialist must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.
Job Functions:
Following is a brief outline of essential tasks for the Account Specialist position, but other responsibilities and duties may be assigned:
Provide excellent internal and external customer service.
Backup all functions of an Account Administrator.
Effectively and efficiently process endorsement requests for interim audits/reporting policies, policy discrepancy changes or Property & General Liability changes as directed by the account team.
Verify endorsements received from the insurance carrier match what was requested when adding/deleting Property & General Liability.
Email or mail the endorsement received to the client when adding/deleting Property & General Liability.
120 days out - proactively reach out to the underwriter to gather applications and discuss the expectations of the renewal terms. Send an email to the AE/AM with recap, loss runs, e-mod worksheet, required applications and carrier expectations for renewal.
During the renewal process, prepare and analyze account reviews with AM/AE or consultants and gather additional information as needed from the client. Create renewal submission once review is finalized in AMS for AM/AE to distribute to market.
Once the quotes have been received, AM/AE will review to see if the exposures match. AM/AE will return to you with any notes to enable you to create the proposal/comparison, up to and including prior years data on an annualized basis.
Utilization of Indio for all supplemental applications, schedule reviews for renewals and quoting purposes.
Renew policy in AMS with updates, creation of endorsement lines required for policy checking, bill premiums as applicable and commissions in an accurate and timely manner in accordance with department policy.
Be efficient on carrier websites to research and report on direct billing invoicing. Capable of deep discovery of billing issues and ability to communicate with client in a timely manner to rectify any issue. Efficiently navigate AMS billing for agency bill, split bill premiums, commission schedules and revisions with ease to determine if/when payment was received.
Follow up and send final audit to ResourcePro for processing.
Review and resolve audit disputes with AM/AE guidance to resolve in a timely manner.
Follow up receipt of the policies after 30 days, once received and sent to ResourcePro.
Process cancellation notices.
Manage assigned tasks daily. Each day's tasks should be completed by the end of the workday.
Maintain a current, active license at all times. Complete Continuing Education classes as required to maintain license, or as requested by management. Should hold or be working towards at least one of the following designations: CIC, CISR, ARM, or CRIS, as requested by management.
Other duties as assigned.
Requirements
Minimum Qualifications and Requirements:
Able to read and write in English
High School diploma or equivalent
Must possess a valid Colorado Property and Casualty License; insurance designations such as CIC, CISR, ARM, or CRIS strongly desired.
Minimum 2 years experience in Commercial Lines insurance
Must possess proficient computer skills including working knowledge of Microsoft Office products, especially Word and Excel, and Agency Management System software (AMS 360 or similar).
Able to work independently with minimal supervision
Excellent written and verbal communication skills
Outstanding consulting, sales and negotiating skills
Strong customer service and team skills; must interact effectively with clients, co-workers and management
Strong attention to detail
Solid organizational skills and ability to work efficiently under strict time constraints
Proven ability to analyze and solve problems
Moody Insurance Agency provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Moody Insurance is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at Moody Insurance via-email, the Internet or in any form and/or method without a valid written Statement of Work in place for this position from Moody Insurance HR/Recruitment and will be deemed the sole property of Moody Insurance. No fee will be paid in the event the candidate is hired by Moody Insurance as a result of the referral or through other means.
Salary Description $26 to $30
AA Commercial Lines
Denver, CO job
The Account Administrator assists Account Service Team in servicing assigned commercial lines accounts. This position requires a detail-oriented and organized individual. The Account Administrator provides excellent customer service and builds professional relationships with customer contacts and provides clerical and administrative support to Commercial Lines team as needed. The Account Administrator must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.Job Functions:Following is a brief outline of essential tasks for the Account Administrator position, but other responsibilities and duties may be assigned:
Provide excellent internal and external customer service, responding as quickly and courteously as possible.
Issue Certificates of Insurance requested before 3pm same day and those requested after 3pm next business day. At renewal, process the bulk certificates and mail or email to the certificate holder and client. Ensure master cert is accurate prior to renewal.
Effectively and efficiently process endorsement requests for drivers, automobile or equipment changes as directed by Account Team.
Verify endorsements received from the insurance carrier match what was requested when adding/deleting a driver, automobile or equipment.
Email or mail the endorsements received to the client when adding/deleting a driver, automobile or equipment.
Bill premiums and commissions in an accurate and timely manner, in accordance with department policy.
Issue Auto ID cards as requested. At renewal, process the bulk Auto ID cards and mail or email to the client.
Manage assigned tasks daily. Each day's tasks should be completed by the end of the workday.
Demonstrate proficiency with insurance company websites; able to quickly obtain loss runs from various insurance carrier's websites as requested by AS / AM / AE .
Pull MVR's (driving record, if required) and Experience Mod Worksheet from carrier websites, where applicable.
Assemble proposals (cover/coils) for customer meetings per procedure.
Policies must be delivered to client within 5 business days from task received as approved by AM/AE.
Audits must be processed and delivered to client within 3 business days from receipt.
Provide back-up assistance to other Account Service Teams.
Must obtain a Colorado Property and Casualty License within 90 days of hire.
Must pass Total CSR program within 4 months of passing Property and Casualty Licensing test.
Must complete Continuing Education classes as required to maintain Property and Casualty License or as requested by management, including working toward obtaining insurance industry designations, such as CISR and AINS.
Cover Front Desk as needed or as back up for Receptionist's breaks, lunches, and days off. Answer phones promptly and courteously, greet and assist visitors to the office, forward emails and faxes to the appropriate employee, and monitor deliveries.
Other duties as assigned.
RequirementsMinimum Qualifications and Requirements:
Able to read and write in English
High School diploma or equivalent
Must currently possess (or be able to obtain within 90 days of hire) a Colorado Property and Casualty Insurance License
Must possess proficient computer skills including working knowledge of Microsoft Office products, especially Word and Excel. Previous experience with AMS 360, Worksmart, or similar agency management software desired, but not required.
Excellent written and verbal communication skills
Strong customer service and team skills; must interact effectively with clients, co-workers and management
Strong attention to detail and solid organizational skills
Solid prioritization skills, sense of urgency, and ability to work efficiently under time constraints
Ability to analyze and solve problems
Desired Work Hours: 8:45 am - 5:15 pm (M-F)
Salary Ranges: $19.50 - $19.74 (depending on qualifications)
Compensation: $19.50 per hour
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Auto-ApplyChief Sales Officer
Denver, CO job
The Chief Sales Officer (CSO) is responsible for meeting overall growth and profitability targets, in conjunction with the sales objectives of the HUB Colorado.
Job Responsibilities
Accountable for overall sales performance within the region
Coach, develop and enable HUB Colorado Sales team to achieve personal income and Revenue commitments
Responsible for recruiting, hiring, and training/mentoring new producers & overall management of sales managers
Promote interdepartmental resource sharing, identify opportunities for cross selling and capitalize on similar association marketing
Identification of sales initiatives and business development opportunities throughout the region
Manage sales budget for the region
Establish a positive sales culture dependent on maximizing the strengths of each Producer; concentrate on ways to fully integrate all the EB and PL team members who work amongst sales, account service, underwriting, compliance and consulting
Ability to engage corporate resources to support sales and marketing
Strategize with Practice Leaders to retain business year over year
Develop internal resources/experts to assist all producers in closing business
Responsible for conducting sales meetings
Accountable for implementing all HUB sales best practices and other sales initiatives
Responsible for attending HUB sales leadership meetings
Responsible, along with President, Carrier Relationship Manager & Practice Leaders for implementing and executing on the Critical Path Process
Responsible for making sure that Producer Improvement Plans are in place where needed
Responsible for managing SRM activity, including utilization of pipeline reports
Positively and proactively represent HUB in meetings, seminars, trade shows and networking events
Ensures continuous development of products and service offerings aligned with identified needs of customers in the market segments
Actively participates in Sales management on day-to-day basis including remote office visits regarding staff development (mentoring), plan execution, training producers, and joint prospect and client sales calls
Build and foster a client-centric sales environment that is focused on new business development, retention and relationship development
Other duties as assigned
Qualifications
At least 10 years of progressive, successful sales experience; majority must be within an agency, brokerage or consulting firm
Be a hands-on manager; enjoys mentoring and direct management of staff; also, desire to work alongside producers in the field helping to originate new business through your personal networks and close accounts in team based sales
Can institute effective employee development procedures which address training, processes and procedures, E&O avoidance, continuing education, recruiting, hiring and disciplinary actions
Proven progressive sales track record in driving new business results
A consultative, positive and resourceful approach to dealing with prospect, clients and associates
Strong visibility within the communities we serve
Highly developed organization and time management skills
Excellent listening skills
Strong written, verbal & interpersonal communication skills
Public speaking and presentation experience
Strong degree of self motivation
Demonstrated ability to lead/motivate others
Is influential and persuasive with the ability to partner across HUB and work well with segment and other practice leaders
Education
College Diploma or University Degree
Licensing or Certification Requirements
L&H and P&C licenses required
About HUB:
HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Why Choose HUB?
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
We are the perfect fit if you:
are seeking a progressive work environment at a rapidly growing organization
have a desire to help others protect their future
have an entrepreneurial spirit and are challenged by the opportunity to grow the business
are focused on learning and development to enhance your industry knowledge and expertise
are a self-starter willing to invest time and energy to learn the technical aspects of our business
believe in integrity and building success by developing relationships with others
The expected salary range for this position is $200,000+ , as well as a bonus, and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
The posting end date is February 16, 2026. This may change depending on the volume of applicants.
Department General ManagementRequired Experience: 10-15 years of relevant experience Required Travel: Up to 25%Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Auto-ApplyChief Compliance Officer, Retirement & Private Wealth
Loveland, CO job
**ABOUT US** At **HUB International** , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.
HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
This is a unique opportunity for an experienced compliance leader to join a multi-billion-dollar, high growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will be a highly visible, senior leadership position, reporting directly into the Global/Executive Chief Compliance and Risk Officer, working closely with RPW senior leadership to collectively support the growing RPW business while mitigating risk and enhancing the SEC compliance infrastructure.
**Job Summary:**
The **Chief Compliance Officer** **for Retirement and Private Wealth** will be responsible for assisting the Global/Executive Chief Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in enhancing and developing SEC compliance programs and infrastructure. This includes conducting mandatory SEC annual risk assessments and establishing and enforcing the Code of Ethics. A key initiative is identifying, recommending and implementing compliance and operational SEC efficiencies to enhance the day-to-day SEC compliance program.
**Responsibilities:**
Compliance
+ Aid in the administration and follow up of the firm's Code of Ethics and other policies and procedures designed to prevent violations of the federal securities laws such as the SEC Investment Adviser Act of 1940;
+ Assist in conducting ongoing compliance reviews, internal investigations and surveillance to evaluate and test for compliance with applicable SEC rules, regulations, and internal policies;
+ Recommend workable action plans for identifying and correcting material compliance weaknesses;
+ Keep up to date with new regulatory requirements and ensure communication of best practices/new rules to appropriate staff within the Firm.
+ Assist in preparing an annual written report to leadership on the operation, adequacy, and effectiveness of the policies and procedures which support Rule 206(4)-7.
+ Email surveillance / personal trade reviews / marketing material reviews
+ Develop and support SEC compliance training and education initiatives for RPW RIAs.
+ Assist in document collection related to internal and external examinations by auditors and regulators;
+ Be responsive to RPW business inquiries and requests;
+ Run point on ad hoc regulatory projects and other requirements as necessary.
Compliance Operational
+ Manage the annual ADV process including data collection and completion of the ADV forms with support of operations and advisor staff.
+ Participate in the investment due diligence process for SEC compliance and/or operational reviews as needed
**Requirements:**
+ Must possess a Juris Doctor (JD) degree and demonstrate a strong understanding of legal principles relevant to corporate governance, compliance, and strategic business initiatives.
+ 10+ years' experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal team.
+ Experience leading a team and preferably, leading a function as the senior leader of that function
+ Solid familiarity with investment advisor business activities
+ Experience developing, monitoring, and enforcing appropriate policies and procedures.
+ Ability to confront difficult issues and challenge others when necessary.
+ Excellent verbal and written communication skills, particularly the ability to clearly communicate technically complex SEC regulatory developments, issues, and analysis in actionable ways.
+ The ability to meet tight deadlines and prioritize a varied workload and competing priorities in a fast-paced, and at times unpredictable or demanding environment.
+ Public speaking as well as oral presentation and written skills a plus.
+ Strong negotiating and conflict resolution skills.
+ Collegial and collaborative approach to working effectively with others to build strong professional relationships both inside and external to HUB RPW.
+ Outstanding organizational skills, including prioritization and follow-up.
**JOIN OUR TEAM**
Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.
_Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $160,000 to $180,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. _
Department Legal
Required Experience: 10-15 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program (****************************************
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Account Assistant, Commercial Lines
Longmont, CO job
Our team is growing and we're looking for an Account Assistant to support our dental accounts. In this role, you'll provide professional, courteous service to clients, producers, and carrier partners while helping to deliver an exceptional client experience. With a positive and proactive approach, you'll assist in obtaining, maintaining, expanding, and servicing accounts, ensuring alignment between HUB's goals, carrier requirements, and client needs.
In this role, you will:
Assist the team with accounts
Respond promptly and professionally to the service needs of our insureds
Process Certificates of Insurance and Evidence of Property documents
Process, request and track receipt of policy endorsements
Provide clerical and technical support to benefit clients and to reach Agency's strategic business goals
Maintain controls on renewals and binders to ensure timely preparation and processing
Assist Agency in the premium collection process and handle accounting issues
Refer current and prospective clients to other departments for solicitation of applicable lines of business
Adhere to all Agency systems, procedures and state regulations
What you offer us:
1-2 years of experience in a business setting
Ability to obtain a Colorado property/casualty (P&C) license within three months of employment
Works on a specific book with focused mentoring by Account Executive and/or Account Manager
High School diploma
Experience working with computers; specifically with MS Office Suite
Excellent written and oral communication skills
Excellent organizational and prioritization skills
High attention to detail
Broad knowledge of insurance products and usages and ability to work independently
Ability to utilize computer programs and understand functionality
What we offer you:
A rewarding job that helps local businesses in the community
Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
Generous time-off policies
A work/life balance because that's important for all of us
Learn from the expertise of your coworkers
Growth- HUB is growing, and so can your career
Be part of a motivated team
Additional benefits are based on the qualifications of the applicants
About HUB:
HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Why Choose HUB?
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
We are the perfect fit if you:
are seeking a progressive work environment at a rapidly growing organization
have a desire to help others protect their future
have an entrepreneurial spirit and are challenged by the opportunity to grow the business
are focused on learning and development to enhance your industry knowledge and expertise
are a self-starter willing to invest time and energy to learn the technical aspects of our business
believe in integrity and building success by developing relationships with others
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $25.00 to $28.00 per hour and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
The posting end date is December 15, 2025. This may change depending on the volume of applicants. This hybrid role requires three days per week in the office, with the option to work from our Denver, Longmont, Loveland, or Colorado Springs offices.
Department Account Management & ServiceRequired Experience: 1-2 years of relevant experience Required Travel: NegligibleRequired Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Auto-ApplyAccount Manager - Commercial Lines
Denver, CO job
Job Description:The Account Manager at Moody Insurance Agency Inc is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales. Responsibilities
Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
Actively partner, network, and plan for new clients and business opportunities.
Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Support and prepare clients for renewal and retention and maintain strong client relationships.
Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Review client audits, verify and facilitate corrections as needed and maintain A/R and billing
Qualifications
Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
Possess a valid driver's license and a source of reliable transportation.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
Have a proven track record of business to business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.
Benefits/Perks:
Competitive Pay
Professional Development
Job Stability in a growing industry
Compensation: $75,000.00 - $85,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Auto-ApplySmall Business Account Manager, Commercial Lines
Denver, CO job
Our team is growing, and we're looking for a relationship-driven professional who's passionate about delivering exceptional service to clients. If you enjoy managing your own book of business while collaborating with a supportive team, this could be the perfect opportunity for you. As a Small Business Account Manager on our Select Team, you'll be responsible for servicing and retaining commercial lines insurance clients, ensuring their needs are met with care and expertise.
**In this role, you will:**
+ Maintain a book of commercial accounts
+ Coordinate the processing of all commercial lines new and renewal business
+ Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients
+ Prepare quotations and prepare new client proposals
+ Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue
+ Review all new policies for accuracy
+ Process endorsements and renewals through communication/interfacing with clients and companies
+ Process invoices and credits for agency billed business
+ Process cancellations according to procedure manual
+ Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
+ Improve/refine professional skills through continuing education
+ Maintain account files in accordance with established procedures
+ Gather underwriting, pricing, and supporting data for preparation of submission
+ Generate applicable reports
+ Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives
+ Assist in training other employees
**What you offer us:**
+ Current Property/Casualty Insurance License
+ 4-7 years of brokerage experience
+ High school diploma required, though college degree preferred
+ Understand and analyze insurance coverages, forms, and policies
+ Above average math skills
+ Strong written, oral, and phone communication skills
+ Organize, set, and maintain priorities
+ Basic knowledge/experience with an agency management system
+ Strong working knowledge of Microsoft Office
**What we offer you:**
+ A rewarding job that helps local businesses in the community
+ Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
+ Generous time-off policies
+ A work/life balance because that's important for all of us
+ Learn from the expertise of your coworkers
+ Growth- HUB is growing, and so can your career
+ Be part of a motivated team
**About HUB:**
HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
**Why Choose HUB?**
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development **.** Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
**We are the perfect fit if you:**
+ are seeking a progressive work environment at a rapidly growing organization
+ have a desire to help others protect their future
+ have an entrepreneurial spirit and are challenged by the opportunity to grow the business
+ are focused on learning and development to enhance your industry knowledge and expertise
+ are a self-starter willing to invest time and energy to learn the technical aspects of our business
+ believe in integrity and building success by developing relationships with others
_Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $28.84 to $33.62 per hour and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._
This is a hybrid role, requiring three days per week in the office, with the option to work from our Denver, Colorado Springs, or Loveland offices. The posting end date is December 26, 2025. This may change depending on the volume of applicants.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program (****************************************
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Placement Specialist
Denver, CO job
The placement specialist oversees the marketing of all new business opportunities to our carriers including submission of applications, quoting on-line, negotiation of terms and conditions, preparation of proposals and seamless transition to the account managers under $75,000 in total account premium. This position ensures that consistently high customer service goals are achieved to assist the agency in reaching profit and growth objectives. The Placement Specialist position requires a highly organized individual, able to work independently with minimal supervision. The placement specialist must perform to the ethical standards required by the Colorado Department of Insurance and Moody Insurance Agency, Inc.
Job Functions: Following is a brief outline of essential tasks for the Marketing Manager position, but other responsibilities and duties may be assigned:
Provide customer service to internal and external clients on questions and concerns related to coverage, billing, and general questions relating to commercial insurance carriers.
Oversee the entire new business marketing process for accounts under $75,000 in total premium. Obtain data for new business submissions from consultant; ensure that all necessary information is compiled and direct submissions to carriers appropriate for the type of business or quote on insurance carrier's website. Negotiate terms and conditions and create detailed proposal for review with consultant. Assist Producer with proposal to customer upon request.
Bind coverage for new customers, update applications in the system, prepare premium finance applications and coordinate effectively with the Account Manager to ensure transition from Marketing to Commercial Lines department is successful.
Communicate regularly with underwriters and marketing representatives to discuss growth strategies and new opportunities.
Communicate regularly with Agency management and staff in an informative, consultative and educational capacity.
Create and maintain organized on-line file for each new customer, following all department policy with regard to maintenance of files.
Develop and maintain relationships with carriers
Research current service trends and techniques to maintain a competitive status for the agency within the industry. Communicate changes in the appetites of insurance carriers that may affect renewals or new business.
Maintain a current, active license at all times. Complete Continuing Education classes as required to maintain license, or as requested by Management. Should hold or be working toward at least one of the following insurance designations: CRM, CRIS, CIC, CPCU, or ARM.
Other duties as assigned
Minimum Qualifications and Requirements:
Able to read and write in English
High School diploma or equivalent required. College degree (or equivalent job experience) in insurance, communications or other related field preferred.
Must possess a valid Colorado Property and Casualty License; insurance designations such as CRM, CIC, CPCU, or ARM strongly desired.
Minimum 5 years Commercial insurance experience required;
Proficient computer skills including working knowledge of Microsoft Office products and Agency Management System software (AMS 360 or similar).
Able to work independently with minimal supervision
Excellent written and verbal communication skills
Outstanding consulting, sales and negotiating skills
Strong customer service, team and mentoring capability required; must interact effectively with staff, clients, co-workers and management.
Strong attention to detail
Solid organizational skills and ability to work efficiently under strict time constraints
Proven ability to analyze and solve problems
DisclaimerThe information provided above is intended as general overview of the nature of the work, requirements, and necessary qualifications associated with this position. This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the job Compensation: $60,000.00 - $85,000.00 per year
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with a PIIAC member agency is a great career choice!
The Mission of Professional Independent Insurance Agents of Colorado (PIIAC) is to advance, foster and protect Independent Insurance Agents throughout Colorado. Working with them to achieve their professional development goals, advocacy, and regulatory goals, and to provide their Independent Insurance Agency with a suite of products and services that will create a mutually beneficial environment for members while maintaining the highest ethical business standards.
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Auto-ApplyFinancial Consultant, Employee Benefits Insurance
Denver, CO job
Our Employee Benefits team is growing, and we're looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In this role, you'll play a key part in supporting our producers and account executives through expert financial analysis, cost management strategies, and innovative funding approaches that drive client success.
**In this role, you will:**
+ Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise
+ Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities
+ Train and mentor members of the Financial Consulting team
+ Execute marketing efforts focused on sales/retention initiatives - where financial consulting is a key consideration
+ Anticipate and adapt to changing business demands - especially in-tune with the evolving changes in various client cost management techniques along with self-funding and other associated programs
+ Help manage a book of business (> 100 EEs or complex accounts) in tandem with Producers and the Account Executives
+ Support new and existing business by matching client need, cost management solutions, and HUB's unique strategic sales/technology approach
+ Manage carrier/vendor relationships for cost management programs
+ Understand the financial impact of his/her actions on HUB profitability and act accordingly; and apply the same standards in working with clients
+ Recommend/implement processes that increase efficiencies and/or reduce cost
+ Demonstrate in-depth understanding of revenue/expense and cash flow management
**What you offer us:**
+ 5 + years of experience in employee benefits consulting preferred, ideally with in-depth knowledge of various funding types, underwriting, pharmacy and stop loss contracts, as well as cost management solutions like direct primary care, value based payments, onsite/near site clinics, and captives
+ Extensive knowledge of employee benefits, alternative risk management techniques, and the local market
+ Bachelor's degree required
+ Ability to travel to all Colorado office locations and some client sites as needed
+ Valid Life/Health Insurance Producer License required
+ Excellent written and verbal communication skills
**What we offer you:**
+ A rewarding job that helps local businesses in the community
+ Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
+ Generous time-off policies
+ A work/life balance because that's important for all of us
+ Learn from the expertise of your coworkers
+ Growth- HUB is growing, and so can your career
+ Be part of a motivated team
**About HUB:**
HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
**Why Choose HUB?**
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development **.** Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
**We are the perfect fit if you:**
+ are seeking a progressive work environment at a rapidly growing organization
+ have a desire to help others protect their future
+ have an entrepreneurial spirit and are challenged by the opportunity to grow the business
+ are focused on learning and development to enhance your industry knowledge and expertise
+ are a self-starter willing to invest time and energy to learn the technical aspects of our business
+ believe in integrity and building success by developing relationships with others
_Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $85,000 - $125,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._
The posting end date is December 28, 2025. This may change depending on the volume of applicants. This is a hybrid role requiring 3-days per week in office.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program (****************************************
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Sales Executive
Denver, CO job
As a HUB Insurance Sales Executive, you will prospect for business based on your local networks, connections, and communities. This role is vital to our success in all our product lines - from personal, commercial, employee benefits, and other coverages. As a HUB Producer, you will be supported by the HUB International corporate office and regional offices with the opportunity to create your own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.
What We Offer You:
At HUB International we want you to achieve an even work-life balance while will fostering your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our success breeds your opportunity!
Other benefits you will enjoy as a Producer include:
* Rewards for top Producers
* Medical, Dental, and Vision (PPO, HMO, and HSA)
* Comprehensive Wellness Program
* 401(k) Retirement Plan
* Life and Disability Plans
* Vacation, Sick, and Personal Time Off
* Flexible Spending Accounts for:
* Healthcare
* Dependent care
* Parking and transit expense
Summary:
1. As a HUB Insurance Sales Executive, you will prospect for business based on your local networks, connections, and communities. This role is vital to our success in all our product lines - from personal, commercial, employee benefits, and other coverages. As a HUB Producer, you will be supported by the HUB International corporate office and regional offices with the opportunity to create your own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.
2. As a HUB Insurance Sales Executive, you will have the opportunity to sell insurance products and services for a global leader in the industry. We offer rewarding opportunities for experienced professionals and training for motivated individuals seeking career development. If you are a career-driven, entrepreneurial self-starter, this is an opportunity to achieve your full potential with HUB International!
3. As a Sales Executive, you will build a book of business and therefore build residual income year over year. Our top Producers in the company make $200K+ in just residual income, and our lines of insurance are a necessity that is always in demand! HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!
4. As a Sales Executive, you will prospect and produce organic growth based on your local networks, connections, and communities. Sales Executives work directly with clients, Account Executives, and underwriters to grow a book of business, with an emphasis on
client relations, service, and teamwork. Sales Executives sell the HUB value proposition, are a face of HUB in our communities, and will model the Midwest East culture and values.
Job Responsibilities
* Conducting sales, service, and solicitation of all forms of insurance business
* Maximizing growth and client retention through superior customer service
* Developing accounts and cross selling available products and services
* Generating and pursuing new client opportunities
* Presenting our services and solutions at prospect meetings
* Bringing new business prospects to closure
* Retaining clients by maintaining solid business-to-business relationships
Cultural Expectations:
* Determination: Unsatisfied until we are the best. We go the extra mile for clients and colleagues.
* Ownership: Responsible to each other, our clients, and our goals.
* Teamwork: Together we attain greater success.
* Sincerity: Giving and receiving direct and caring communication
Qualifications:
In the Insurance Sales Producer role, you must be an independent self-starter who is able to sell and develop strong business-to-business relationships. We are seeking confident professionals who are not afraid of cold-calling and developing new business. This is an excellent opportunity for experienced and novice professionals alike, with a range of 3-15 years of business-to-business sales experience.
Other requirements of the Producer role include:
* 3+ years of previous business-to-business sales experience
* Commercial Insurance sales experience highly preferred
* Bachelors degree required
* Experience selling to a specific industry a plus
* Required to obtain the appropriate state licensing with 90 days of hire
* Preference given to those with existing insurance licensure and/or industry designations
* Ability to work under pressure and within deadlines
* Good listening skills and ability to determine clients' needs efficiently
About HUB:
HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Why Choose HUB?
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
We are the perfect fit if you:
* are seeking a progressive work environment at a rapidly growing organization
* have a desire to help others protect their future
* have an entrepreneurial spirit and are challenged by the opportunity to grow the business
* are focused on learning and development to enhance your industry knowledge and expertise
* are a self-starter willing to invest time and energy to learn the technical aspects of our business
* believe in integrity and building success by developing relationships with others
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $100,000 - $120,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
The posting end date is December 26, 2025. This may change depending on the volume of applicants.
Department Sales
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Auto-ApplySmall Business Account Manager, Commercial Lines
Denver, CO job
Our team is growing, and we're looking for a relationship-driven professional who's passionate about delivering exceptional service to clients. If you enjoy managing your own book of business while collaborating with a supportive team, this could be the perfect opportunity for you. As a Small Business Account Manager on our Select Team, you'll be responsible for servicing and retaining commercial lines insurance clients, ensuring their needs are met with care and expertise.
In this role, you will:
Maintain a book of commercial accounts
Coordinate the processing of all commercial lines new and renewal business
Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients
Prepare quotations and prepare new client proposals
Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue
Review all new policies for accuracy
Process endorsements and renewals through communication/interfacing with clients and companies
Process invoices and credits for agency billed business
Process cancellations according to procedure manual
Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
Improve/refine professional skills through continuing education
Maintain account files in accordance with established procedures
Gather underwriting, pricing, and supporting data for preparation of submission
Generate applicable reports
Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives
Assist in training other employees
What you offer us:
Current Property/Casualty Insurance License
4-7 years of brokerage experience
High school diploma required, though college degree preferred
Understand and analyze insurance coverages, forms, and policies
Above average math skills
Strong written, oral, and phone communication skills
Organize, set, and maintain priorities
Basic knowledge/experience with an agency management system
Strong working knowledge of Microsoft Office
What we offer you:
A rewarding job that helps local businesses in the community
Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
Generous time-off policies
A work/life balance because that's important for all of us
Learn from the expertise of your coworkers
Growth- HUB is growing, and so can your career
Be part of a motivated team
About HUB:
HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Why Choose HUB?
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
We are the perfect fit if you:
are seeking a progressive work environment at a rapidly growing organization
have a desire to help others protect their future
have an entrepreneurial spirit and are challenged by the opportunity to grow the business
are focused on learning and development to enhance your industry knowledge and expertise
are a self-starter willing to invest time and energy to learn the technical aspects of our business
believe in integrity and building success by developing relationships with others
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $28.84 to $33.62 per hour and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
This is a hybrid role, requiring three days per week in the office, with the option to work from our Denver, Colorado Springs, or Loveland offices. The posting end date is December 26, 2025. This may change depending on the volume of applicants.
Department Account Management & ServiceRequired Experience: 2-5 years of relevant experience Required Travel: NegligibleRequired Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Auto-ApplyChief Compliance Officer, Retirement & Private Wealth
Loveland, CO job
ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.
HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
This is a unique opportunity for an experienced compliance leader to join a multi-billion-dollar, high growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will be a highly visible, senior leadership position, reporting directly into the Global/Executive Chief Compliance and Risk Officer, working closely with RPW senior leadership to collectively support the growing RPW business while mitigating risk and enhancing the SEC compliance infrastructure.
Job Summary:
The Chief Compliance Officer for Retirement and Private Wealth will be responsible for assisting the Global/Executive Chief Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means assisting in enhancing and developing SEC compliance programs and infrastructure. This includes conducting mandatory SEC annual risk assessments and establishing and enforcing the Code of Ethics. A key initiative is identifying, recommending and implementing compliance and operational SEC efficiencies to enhance the day-to-day SEC compliance program.
Responsibilities:
Compliance
* Aid in the administration and follow up of the firm's Code of Ethics and other policies and procedures designed to prevent violations of the federal securities laws such as the SEC Investment Adviser Act of 1940;
* Assist in conducting ongoing compliance reviews, internal investigations and surveillance to evaluate and test for compliance with applicable SEC rules, regulations, and internal policies;
* Recommend workable action plans for identifying and correcting material compliance weaknesses;
* Keep up to date with new regulatory requirements and ensure communication of best practices/new rules to appropriate staff within the Firm.
* Assist in preparing an annual written report to leadership on the operation, adequacy, and effectiveness of the policies and procedures which support Rule 206(4)-7.
* Email surveillance / personal trade reviews / marketing material reviews
* Develop and support SEC compliance training and education initiatives for RPW RIAs.
* Assist in document collection related to internal and external examinations by auditors and regulators;
* Be responsive to RPW business inquiries and requests;
* Run point on ad hoc regulatory projects and other requirements as necessary.
Compliance Operational
* Manage the annual ADV process including data collection and completion of the ADV forms with support of operations and advisor staff.
* Participate in the investment due diligence process for SEC compliance and/or operational reviews as needed
Requirements:
* Must possess a Juris Doctor (JD) degree and demonstrate a strong understanding of legal principles relevant to corporate governance, compliance, and strategic business initiatives.
* 10+ years' experience as a senior SEC regulatory compliance professional for either a large financial services firm or in-house Legal team.
* Experience leading a team and preferably, leading a function as the senior leader of that function
* Solid familiarity with investment advisor business activities
* Experience developing, monitoring, and enforcing appropriate policies and procedures.
* Ability to confront difficult issues and challenge others when necessary.
* Excellent verbal and written communication skills, particularly the ability to clearly communicate technically complex SEC regulatory developments, issues, and analysis in actionable ways.
* The ability to meet tight deadlines and prioritize a varied workload and competing priorities in a fast-paced, and at times unpredictable or demanding environment.
* Public speaking as well as oral presentation and written skills a plus.
* Strong negotiating and conflict resolution skills.
* Collegial and collaborative approach to working effectively with others to build strong professional relationships both inside and external to HUB RPW.
* Outstanding organizational skills, including prioritization and follow-up.
JOIN OUR TEAM
Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join HUB International, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.
Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $160,000 to $180,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
Department Legal
Required Experience: 10-15 years of relevant experience
Required Travel: Up to 25%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Auto-ApplyRegional Select Business Unit - Commercial Lines Account Manager
Denver, CO job
The Regional SBU Account Manager will provide professional, courteous account management and brokerage services to assigned clients. They have the primary responsibility for account strategy, customer relationship and retention. In providing the highest level of support to our clients, carrier representatives, underwriters, business partners, and HUB colleagues you will positively impact customer satisfaction and client retention. In addition, your account management expertise will support the organic growth goals of the Regional SBU by maintaining and expanding business, which includes account rounding, cross-selling, the development of new business and mentoring & training junior team members.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Leads all aspects of client service, new business, marketing, and renewal of book of business.
+ Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans and HUB services to determine suitability for additional opportunities; assess client risk to ensure not coverage gaps exist.
+ Lead resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve except when an established claim servicing protocol exists.
+ Assists in the training of assistant account managers on marketing, quoting, coverage questions, premium financing, and audits.
+ Key driver for executing critical path work with account managers and work closely with the leadership team : Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate.
+ Negotiate terms, conditions, and pricing directly with insurance carriers & wholesalers.
+ Possess a detailed knowledge of the client's business and industry, being able to articulate applicable exposures to loss, insurance coverages, policy interpretation and appropriate/available risk management/control solutions and be a SME to account managers and assistants.
+ Develop strong and productive professional relationships with cognizant insurance carrier marketing, underwriting, and wholesaler 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 for any assigned clients throughout the policy cycle, preparation of coverage outlines, and marketing of emergent and renewal coverage requests.
+ Supports, mentors, and develops more junior account service team members.
_Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $65,000.00- $75,000.00 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages:_ _health/dental/vision/life/disability_ _insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions._
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program (****************************************
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Sr. HR Coordinator
Denver, CO job
The Senior HR Coordinator is a key member of the HR Support Services team, responsible for delivering high-quality, timely, and customer-focused support throughout the employee lifecycle. Reporting to the Lead, HR Support Services, this role handles a broad range of both complex and basic administrative tasks and service requests, including onboarding, employee changes, offboarding, records management, and Tier 1 and Tier 2 HR inquiries and escalations.
This role is ideal for a detail-oriented, service-minded professional looking to grow within a collaborative and fast-paced HR environment supporting 20,000+ employees across North America.
Key Responsibilities
Employee Lifecycle Administration
Process both complex and basic employee lifecycle transactions including new hires, job changes, terminations, leaves of absence, and employee status updates.
Coordinate pre-boarding and onboarding logistics, such as background checks, new hire documentation, and systems access - including M&A.
Support offboarding processes including exit interviews, logistics and system terminations.
HR Systems & Data Management
Enter and maintain accurate employee data in the HRIS (e.g., Workday, SAP SuccessFactors) system.
Perform regular audits of employee records to ensure data accuracy and compliance.
Generate reports or queries to support HR operations and compliance efforts.
Prepare HR dashboard and metrics for leadership report out
Employee Support & Service Delivery
Respond to employee and manager inquiries via phone, email, or case management system (e.g., ServiceNow) related to HR policies, procedures, and systems.
Act as escalation for complex cases within HR Support Services, when needed.
Maintain confidentiality and handle sensitive information with discretion.
Serve as backup for team leader during absences, ensuring continuity of operations and team support.
Interface directly with HR Business Partners and HR Leaders, providing timely and accurate information on processes, services, and policies, including service delivery.
Manager & HRBP Support
Support conflict resolution and disciplinary processes, including documentation and performance improvement plan support.
Contribute to HR initiatives such as performance management, C&B programs, and employee engagement.
Process Improvement & Documentation
Assist in maintaining and updating HR SOPs, templates, and knowledge base articles.
Recommend improvements to enhance efficiency and employee experience.
Participate in HR projects and initiatives as assigned.
Onboard, train, and mentor (level 1 or junior) coordinators, providing regular feedback and professional development guidance.
Qualifications
Education & Experience:
Bachelor's degree in Human Resources, Business Administration, or equivalent experience in related field preferred.
3-5+ years of experience in an HR administrative or coordinator role, preferably in a high-volume or shared services environment.
Experience in insurance, financial services, or other highly regulated industries is an asset.
Skills & Competencies:
Service-oriented mindset with a focus on employee experience
Strong organizational skills, decision making ability, attention to detail, and comfort with ambiguity.
Excellent communication and interpersonal skills; customer service mindset.
Comfortable working in a decentralized, multi-jurisdictional environment (U.S. and Canada).
Proficiency with HR systems (e.g., Workday, SAP, Oracle) and Microsoft Office Suite.
Ability to handle confidential information with professionalism and discretion.
Bilingual in English and French (if supporting Canadian employees) is a plus.
Department Human ResourcesRequired Experience: 2-5 years of relevant experience Required Travel: No Travel RequiredRequired Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Auto-ApplyFinancial Consultant
Brown & Brown, Inc. job in Denver, CO
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking a Financial Consultant to join our growing team in Denver, CO. This role is ideal for someone with deep expertise in financial strategy, risk management, and underwriting for group health plans. You'll play a critical role in guiding clients through plan design, funding strategies, and vendor negotiations to deliver cost-effective, high-performing benefit programs.
How You Will Contribute
* Build and maintain strong relationships with clients, including executive-level contacts
* Lead strategic planning discussions to align benefit programs with organizational goals
* Provide financial and analytical support to producers and attend prospect meetings
* Conduct detailed financial analysis, budgeting, and benefit modeling
* Monitor and transition clients between funding arrangements (fully insured, level-funded, ASO)
* Analyze carrier underwriting guidelines and claims data to inform renewal strategy
* Develop and implement plan design strategies across medical, pharmacy, dental, vision, life, disability, and leave benefits
* Manage renewals and vendor marketing, including stop loss and PBM negotiations
* Evaluate and implement Third Party Administrators (TPAs) and Pharmacy Benefit Managers (PBMs)
* Assist clients with compliance concerns, including ERISA wrap documents and 5500 filings
* Support internal teams with cross-coverage and contribute to a collaborative service model
* Resolve day-to-day service issues and ensure smooth client operations
Skills & Experience to Be Successful
* Experience in employee benefits consulting or financial analysis
* Strong understanding of self-funded and fully insured funding models
* Proven ability to manage complex, multi-site clients with diverse benefit needs
* Excellent analytical, communication, and negotiation skills
* Experience with collective bargaining units and multi-plan environments preferred
* Bachelor's degree in Business, Finance, or related field (or equivalent experience)
Pay Range
$80,000 - $100,000 Annual
The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
* Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
* Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
* Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
* Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
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