Brown & Brown jobs in San Diego, CA

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown and Brown is seeking a Senior Associate, Health & Benefits to join our growing team in San Diego, CA or Las Vegas, NV. As a Senior Associate, Health & Benefits, you will serve as a core member of our consulting team and a trusted advisor to mid-size and large employer clients. You will lead day-to-day project delivery and client interactions while helping drive business outcomes, contribute to strategic plan development, and strengthen long-term partnerships. This role blends client service excellence with operational execution and offers a growth path toward senior consulting leadership. How You Will Contribute: Serve as the primary or day-to-day contact for a portfolio of client relationships, with accountability for project execution, deliverables, and overall satisfaction Support and lead the development of multi-year benefits strategies aligned to client goals, market trends, and organizational objectives Facilitate vendor selection, procurement, negotiation, and implementation processes for medical, pharmacy, dental, disability, life, and voluntary benefits Interpret claims, pricing, and actuarial data; translate findings into actionable recommendations that improve cost efficiency, member outcomes, and plan sustainability Develop and deliver compelling client presentations and reports that synthesize data, policy, and strategy in clear and effective formats Partner with compliance, population health, pharmacy, communications, and data teams to deliver holistic consulting services and cross-functional insights Serve as a point of escalation for service delivery issues, collaborating with vendors and internal resources to resolve problems proactively Mentor and guide junior team members, ensuring quality standards, professional growth, and client responsiveness Contribute to business development efforts, including responding to RFPs, preparing presentations, and identifying new service opportunities within existing client portfolios Licenses and Certifications: State Life and Health license required within 90 days of employment Skills & Experience to Be Successful: 6+ years of progressive experience in health & benefits consulting, brokerage, or carrier/vendor environment Bachelor's degree required; advanced degree or professional certification (e.g., CEBS) preferred In-depth understanding of health and welfare plan design, funding, compliance, underwriting, and vendor management Demonstrated ability to manage complex projects, synthesize data and strategy, and communicate insights to client stakeholders Strong written and verbal communication skills, including ability to build trust with HR leaders, procurement teams, and C-level executives Highly proficient in Microsoft Excel, PowerPoint, and data visualization tools #LI-KM1 Pay Range $105k - $130k 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”.

Hays is currently working with one of the premier retail General Contractors in Southern California. They manage anything from tenant improvements to ground up flagship stores across the country for brands such as: - Chanel - Balenciaga - Dior - and many others! If you have luxury or high-end retail / hospitality construction experience, you are eligible for a base salary of up to $180k plus medical / dental / vision, 401k with matching / discretionary bonus & more. If you want to help build stores across the US for the world's most luxurious brands, apply now!

**THE OPPORTUNITY: ** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. The **Account Executive** develops, manages and expands relationships with employee benefit clients by performing the following duties. Responsibilities: + Manages assigned book of business, develops client relationships and meets strategic objectives to grow and retain clients. + Helps to develop and implement client's benefits strategies. + Prepares a plan for each account to identify what and how short and long term needs may be met. + Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements. + Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance + Ensures all services are implemented according to established project plans and all client deliverables meet quality standards. + Acts as the "quarterback" directing the account team, which may be comprised of an Account Representative(s) and Benefit Analyst(s) on all client work and deliverables. + Ensures account team is executing deliverables according to standards and best practices + Coaches and mentors the account team and provides direction to the team on: + RFP and marketing process, including which carriers to include in marketing and negotiating rates with carriers + Strategies for new and renewing plans + Pre-renewal and renewal timelines, project plans, meetings and presentations + Working with clients to identify the possibility of wellness initiatives; pulls in the Wellness Consultant/team to develop alternatives, determine specific plans and implement + Offering and implementing value-added services + Developing client's 3-5 year strategic plan as well as the annual planning calendar and ensuring successful execution + SPD wrap documents and 5500 filings + Strategies and execution for ACA requirements, COVID and new administration legislation + Provides Client's experience reporting requirements + Carrier and vendor management + Communications + All aspects of executing Open Enrollment + Provides direction on contribution modeling with Benefit Analysts + Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services. + Understands and can explain all aspects of carrier renewals for assigned clients + Prepares and conducts financial, technical and product presentations and demonstrations. + Shares ideas and customer needs throughout all phases of service life cycle (plan, design, integrate, install, manage). + Keeps current on changes in legislation impacting employee benefit programs and communicates with clients on these changes. + Is well educated on all HUB products and services. + Coordinates with the producer on any out-of-scope services **WHAT YOU BRING TO THE TABLE:** + 5+ years of related experience within a brokerage environment + Self-funding experience is preferred + Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables) + Must hold a valid CA Life Agent license. + Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. + Project Management - Able to develop and manage project plans; Communicates changes and progress; Completes projects on time and budget. + Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. + Industry Knowledge - Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAA + Analytical - Evaluate numerical and qualitative data to recommend the best alternatives to clients. + Computer Skills - Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits. + Relationship Management -Develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. + Team Player - Effectively works with team. + Leadership - Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities. + Provides feedback to and solicits feedback from the team + Some travel required ** ** * _The expected salary range for this position is_ **_$105,000.00_** _to_ **_$125,000.00_** _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 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._ **TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.** We want to meet you! Apply today and start your journey to a better tomorrow. \#LI-DD Department Account Management & Service Required Experience: 5-7 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.

**THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional service to our clients and their co-workers. They work collectively with assigned Account Executive and Account Managers to provide support in selling and servicing to our current and new clients. + Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. + May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. + Produce Binders, Certificates, Endorsements, Evidence of Insurance, Automobile Identification cards, Policy Release forms, and other related items while verifying their accuracy. + Assists with monthly expiration and missed expiration reports. + Prepare summaries of insurance, schedules, and proposals as needed for account review. + Maintains accurate and organized account files by appropriately documenting conversations with carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. + Maintain workflow through EPIC as per established process and procedures (i.e. adding client shell, billing inquiries, etc.). + Performs other duties and projects as assigned. **WHAT YOU BRING TO THE TABLE.** + You are a change advocate, you go above and beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred. + 1-2 years of related insurance experience (brokage experience preferred) or equivalent combination of education & experience strongly preferred. + Preferred to be currently licensed in good standing in required lines and states but not required. If unlicensed, must be willing to work towards obtaining license for required lines and states within 1 year of hire. + Demonstrated communication skills with the ability to effectively interact with all levels within the organization. + Computer proficient with Microsoft Office Suite & Outlook, AMS experience preferred. * _The expected hourly range for this position is $$23/hour to $$29/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 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._ **TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.** We want to meet you! Apply today and start your journey to a better tomorrow. Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: Up to 25% 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.

The Cross-Sell Director supports the region's cross-sell efforts across all businesses. This position is responsible for coordinating and driving cross-sell activities in the region working with sales leaders, producers, sales enablement, marketing and data analytics team to ensure cross-sell efforts are managed and executed to achieve cross-sell revenue targets for the region. This position will report to the region Chief Sales Officer (CSO). RESPONSIBILITIES * Coordinate cross-sell efforts for the region working with data analysts' team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place * Collaborate with data analytics team to identify cross-sell opportunities and assist producers in building and managing cross-sell pipeline within their book * Review cross-sell opportunities with producers, advisors and sales leaders and help prioritize high probability cross-sell opportunities. * Meet regularly with producers and advisors to track progress and update opportunity status. * Provide status update of cross-sell activities in the region to Region President, CSO and Region Leadership team on a regular basis. * Work with marketing and national team to develop and launch targeted campaigns of HUB collateral to prospects. Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region. * Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution * Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies. * Maintain strong communication with producers and sales Leaders to help drive results * Additional job-related duties as needed REQUIREMENTS * Bachelor's degree or equivalent experience * 3+years' work experience in Sales, Sales Operations, Business Development, or Project Management * Highly organized, master of multi-tasking with an inherent sense of urgency * Superior analytical, problem-solving, and communication skills * Knowledge of the insurance industry preferred 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 $75,000.00- $125,000.00 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 Sales Required Experience: 2-5 years of relevant experience Required Travel: Up to 25% 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.

**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.

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus provides our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. **WHY CHOOSE HUB?** Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. 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 **POSITION SUMMARY:** The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage their health and welfare programs. The Employee Benefits Client Service Manager oversees the Account Executives. This position may also assume the duties and responsibilities of an Account Executive to service a book of business with 1 or 2 clients to stay relevant with the changes that face the AE teams. + Manages a team of employee benefits service staff of Account Executives. + Develops and executes product, service and technical training programs, assists with departmental expectations, standards, policies and procedure and periodically audits/reviews standards to provide personnel coaching or feedback for management. + Answers team member questions, helps with team member problems, and oversees team member work for quality and guideline compliance. Provide appropriate feedback and identify training opportunities. + Acts as a resource for problem escalation when the team encounters complex issues. Reaches resolutions or identifies the need to further escalate an issue and communicates appropriately with all necessary parties. + Conducts team meetings to update members on best practices, continuing expectations, assignments and responsibilities clearly and professionally. + Stays current on new and existing HUB resources and specialty practices, carrier updates as well as state and federal regulations. Develop and manage team implementation strategy in tandem with assigned producer and/or HUB leadership. + Reviews and is responsible for client deliverables ensuring they meet client expectations and HUB branding and presentation standards. + Champions communication of goals, vision, and procedures developed by the HUB leadership teams. + Consults frequently with and is open to new ideas coming from team members. + Conducts annual performance reviews for all direct reports and assists in annual budgeting and ongoing operational expense monitoring for all locations/departments. + Fosters a positive and mutually supportive working environment, to provide the best possible client service and producer support. + Develops and shares comprehensive analysis of team performance based on goals, objectives, and deadlines with HUB leadership. + Works with regional EB Leadership Team to identify, develop and execute regional and national initiatives through project management activities and coordination of resources. + Develops best practices for leveraging standard technology platform and tools such as Benefitpoint, Monday.com, Zywave and others. + Actively communicates with or visits prominent EB clients on a planned periodic basis to determine level of satisfaction and/or any additional service needs. + Assists assigned producer in developing new business opportunities and delegating to appropriate team members. + May support a book of business with similar duties and responsibilities as service staff. + Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures. + Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans to determine suitability. + Establishes and maintain strong business relationships with clients and insurance carriers. + Serve as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues. + Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Thought leader to Account Executives; Attends industry related continuing education training and courses. + Performs other duties and projects as assigned. **POSITION REQUIREMENTS:** + College degree required + 8+ years of benefit insurance related experience (brokage preferred) or equivalent combination of education & experience + 2+ years supervisory experience + Life & Health License Knowledge / Skills / Abilities + Ability to assertively direct and supervise staff; including but not limited to responsiveness to staff needs, and personnel issues, and provide consistent/fair evaluation. + Ability to effectively and professionally communicate orally and in writing with internal and external customers. + Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. + Desire to learn and grow within the insurance industry. + Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. + Confidence and demeanor to effectively interact with all levels within the organization. + Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. + Ability to effectively work with a team and coach others in developing their skills and abilities. + Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly. + Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. + Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and with optimal accuracy. + Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems. + Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Salary: $140,000 - $160,000 Are you disabled? A Veteran? We welcome ALL candidates and are proud of our wonderfully diverse employee population Department Account Management & Service Required Experience: 7-10 years of relevant experience Required Travel: Up to 25% 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.

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.

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be among some of the industry's top talent to help guide and support our customer's needs and provide them with innovative solutions. The purpose of the Benefit Analyst II is to support the Account Executives, Advisors and with quoting, reporting and other strategic analytic processes. This position works as an integral part of the Sales and Account Executive Teams and has the responsibility to maintain excellent relationships both internally and externally with HUB clients and vendors. The Benefit Analyst serves an integral role in helping to increase profitability of existing product lines through the proposal process. Develops and communicates strategy for RFPs, results and reports to carrier partners/vendors. Responsible for the new and renewal submission and implementation as it relates to the quoting process. Progressive project management for the timely renewal process concerning quality, deadline, workflow, communication and carrier coordination. Interprets client's needs and makes recommendations on direction of RFP and contribution analysis. Quoting new and renewal groups Understands and analyzes the respective markets and products in order to find the best solutions to meet client's needs. Examines benefits and claims data for inclusion in RFPs, organizes carrier & vendor bids received and follows up on non-responses and late submissions. Negotiates with carriers throughout the RFP process. Addresses carrier questions during RFP process and advises carriers on the client benefit strategy. Support Account Executive with data gathering of benchmarking, strategic planning and reporting duties. Conducts claims analysis and contribution modeling. Interprets census data and evaluates it for accuracy. Communicates with Account Executives and Producers on status of marketing activity. Reviews insurance bids for compliance with specifications, identifying key differences in bids, and maintaining client databases within internal systems. Creates and updates templates used during the strategy and marketing process. Adds to and maintains client access to external online portals. Provides training as a subject-matter-expert to other Client Services team members on various topics. Manages and assists with client-related service issues. Attend carrier sales meetings, trainings, and webinars. Maintaining detailed knowledge of new and existing products and relaying between carriers, Account Executives & Producers. Communication and coordination with the carriers and internal HUB Team. Expert user in BenAdmin, workflow, carrier and proposal systems. Perform research and problem resolution of data issues using multiple systems, tools and resources. Maintains positive relationships both internally and externally. Maintain HUB Values including HIPPA and ACA Compliance. Ensures we're meeting HUB turn-around times as outlined in the KPIs. Assist in the development and implementation of new processes and procedures. Functions as the analytical subject matter in strategy meetings with Account Executive and Producer. Provides mentorship to more junior Benefit Analysts. Works within the project management tool SmartSheet. Works within Benefit Point to update client information. The expected salary range for this position is $80,000.00 - $90,000.00 and will be impacted by factors such as the successful candidate's skills, experience, education and licensing certifications, geographic location, approved salary budget as well as the specific position's business line, complexity, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which includes health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, eligible bonuses and commissions for full-time positions (30 hours or more). WHAT YOU BRING TO THE TABLE: College Degree 5+ years working for a carrier or brokerage firm. Strong verbal and written communication skills Analytical and problem-solving abilities Proficient in Microsoft Office - intermediate to expert user level preferred. Excellent organizational skills Ability to work well under pressure with attention to detail Team oriented self-starter with ability to prioritize, monitor and control workflow deadlines and be flexible Detail oriented Sense of urgency Understanding of benefits & benefit terminology Proficient typing ability High degree of independence and problem-solving skills Accurate completion of enrollment/changes which includes follow-up with carriers and team WHY CHOOSE HUB: Throughout our network of more than 450 HUB offices in North America, we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. 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 or 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. LIKE US SO FAR? Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population Department Account Management & ServiceRequired Experience: 5-7 years of relevant experience Required Travel: Up to 25%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.

**THE OPPORTUNITY:** Our **Account Manager** plays a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. **WHAT YOU BRING TO THE TABLE.** + You are a change advocate; you go above and beyond, and you are fun to be around! + You hold a HS diploma or GED (college preferred) + You have 3+ years of related benefits insurance experience within a brokerage environment + You hold a valid insurance license which is in good standing + You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization + You are computer proficient with Microsoft Office Suite, Outlook, and agency management systems (EPIC preferred) * _The expected salary range for this position is_ **_$64,640 to $83,000_** _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 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._ **TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.** We want to meet you! Apply today and start your journey to a better tomorrow. **IGNITE YOUR PASSION * IMPACT WHAT MATTERS** **WHO WE ARE.** The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 450 HUB offices in North America and as one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. **WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.** We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development _._ 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 welcome ALL candidates and are proud of our wonderfully diverse employee population. 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.

THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. The Personal Lines Client Service Associate is responsible for providing exceptional service to our clients and their co-workers. They work collectively with assigned Account Executive and Account Managers to provide support in selling and servicing to our current and new clients. * Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. * May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. * Produce Binders, Certificates, Endorsements, Evidence of Insurance, Automobile Identification cards, Policy Release forms, and other related items while verifying their accuracy. * Assists with monthly expiration and missed expiration reports. * Prepare summaries of insurance, schedules, and proposals as needed for account review. * Maintains accurate and organized account files by appropriately documenting conversations with carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. * Maintain workflow through EPIC as per established process and procedures (i.e. adding client shell, billing inquiries, etc.). * Performs other duties and projects as assigned. * WHAT YOU BRING TO THE TABLE. * You are a change advocate, you go above and beyond, and you are fun to be around! * High School Diploma / GED; College degree strongly preferred. * 1-2 years of related insurance experience (brokage experience preferred) or equivalent combination of education & experience strongly preferred. * Preferred to be currently licensed in good standing in required lines and states but not required. If unlicensed, must be willing to work towards obtaining license for required lines and states within 1 year of hire. * Demonstrated communication skills with the ability to effectively interact with all levels within the organization. * Computer proficient with Microsoft Office Suite & Outlook, AMS experience preferred. * The expected hourly range for this position is $$23/hour to $$29/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 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. TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE. We want to meet you! Apply today and start your journey to a better tomorrow. Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: Up to 25% 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.

THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. The Account Executive develops, manages and expands relationships with employee benefit clients by performing the following duties. Responsibilities: * Manages assigned book of business, develops client relationships and meets strategic objectives to grow and retain clients. * Helps to develop and implement client's benefits strategies. * Prepares a plan for each account to identify what and how short and long term needs may be met. * Interfaces with the client at both the HR Manager/Director as well as the C-Suite level to understand the customer's overall objectives and requirements. * Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance * Ensures all services are implemented according to established project plans and all client deliverables meet quality standards. * Acts as the "quarterback" directing the account team, which may be comprised of an Account Representative(s) and Benefit Analyst(s) on all client work and deliverables. * Ensures account team is executing deliverables according to standards and best practices * Coaches and mentors the account team and provides direction to the team on: * RFP and marketing process, including which carriers to include in marketing and negotiating rates with carriers * Strategies for new and renewing plans * Pre-renewal and renewal timelines, project plans, meetings and presentations * Working with clients to identify the possibility of wellness initiatives; pulls in the Wellness Consultant/team to develop alternatives, determine specific plans and implement * Offering and implementing value-added services * Developing client's 3-5 year strategic plan as well as the annual planning calendar and ensuring successful execution * SPD wrap documents and 5500 filings * Strategies and execution for ACA requirements, COVID and new administration legislation * Provides Client's experience reporting requirements * Carrier and vendor management * Communications * All aspects of executing Open Enrollment * Provides direction on contribution modeling with Benefit Analysts * Is the team point person regarding escalation of issues or activities that the customer encounters with benefits programs and services. * Understands and can explain all aspects of carrier renewals for assigned clients * Prepares and conducts financial, technical and product presentations and demonstrations. * Shares ideas and customer needs throughout all phases of service life cycle (plan, design, integrate, install, manage). * Keeps current on changes in legislation impacting employee benefit programs and communicates with clients on these changes. * Is well educated on all HUB products and services. * Coordinates with the producer on any out-of-scope services WHAT YOU BRING TO THE TABLE: * 5+ years of related experience within a brokerage environment * Self-funding experience is preferred * Experience as a strategic lead for accounts (leading client meetings, client teams and the delegation of deliverables) * Must hold a valid CA Life Agent license. * Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. * Project Management - Able to develop and manage project plans; Communicates changes and progress; Completes projects on time and budget. * Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. * Industry Knowledge - Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAA * Analytical - Evaluate numerical and qualitative data to recommend the best alternatives to clients. * Computer Skills - Use of Microsoft Word, Excel and PowerPoint to create effective presentations and exhibits. * Relationship Management -Develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. * Team Player - Effectively works with team. * Leadership - Demonstrates leadership skills; sets example for others to follow. Effectively coaches others in developing their skills and abilities. * Provides feedback to and solicits feedback from the team * Some travel required *The expected salary range for this position is $105,000.00 to $125,000.00 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 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. TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE. We want to meet you! Apply today and start your journey to a better tomorrow. #LI-DD Department Account Management & Service Required Experience: 5-7 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.

The Cross-Sell Director supports the region's cross-sell efforts across all businesses. This position is responsible for coordinating and driving cross-sell activities in the region working with sales leaders, producers, sales enablement, marketing and data analytics team to ensure cross-sell efforts are managed and executed to achieve cross-sell revenue targets for the region. This position will report to the region Chief Sales Officer (CSO). **RESPONSIBILITIES** + Coordinate cross-sell efforts for the region working with data analysts' team, producers, sales leaders and sales enablement team, ensuring cross-sell activities take place + Collaborate with data analytics team to identify cross-sell opportunities and assist producers in building and managing cross-sell pipeline within their book + Review cross-sell opportunities with producers, advisors and sales leaders and help prioritize high probability cross-sell opportunities. + Meet regularly with producers and advisors to track progress and update opportunity status. + Provide status update of cross-sell activities in the region to Region President, CSO and Region Leadership team on a regular basis. + Work with marketing and national team to develop and launch targeted campaigns of HUB collateral to prospects. Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within the region. + Organize regional workshops, training sessions, or joint planning meetings with a goal to drive producer engagement and strengthen cross-sell culture and execution + Track key performance indicators (KPIs) like conversion rates and revenue impact to optimize and refine cross-selling strategies. + Maintain strong communication with producers and sales Leaders to help drive results + Additional job-related duties as needed **REQUIREMENTS** + Bachelor's degree or equivalent experience + 3+years' work experience in Sales, Sales Operations, Business Development, or Project Management + Highly organized, master of multi-tasking with an inherent sense of urgency + Superior analytical, problem-solving, and communication skills + Knowledge of the insurance industry preferred _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 $75,000.00- $125,000.00 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 Sales Required Experience: 2-5 years of relevant experience Required Travel: Up to 25% 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.

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.

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus provides our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WHY CHOOSE HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. 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 POSITION SUMMARY: The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage their health and welfare programs. The Employee Benefits Client Service Manager oversees the Account Executives. This position may also assume the duties and responsibilities of an Account Executive to service a book of business with 1 or 2 clients to stay relevant with the changes that face the AE teams. * Manages a team of employee benefits service staff of Account Executives. * Develops and executes product, service and technical training programs, assists with departmental expectations, standards, policies and procedure and periodically audits/reviews standards to provide personnel coaching or feedback for management. * Answers team member questions, helps with team member problems, and oversees team member work for quality and guideline compliance. Provide appropriate feedback and identify training opportunities. * Acts as a resource for problem escalation when the team encounters complex issues. Reaches resolutions or identifies the need to further escalate an issue and communicates appropriately with all necessary parties. * Conducts team meetings to update members on best practices, continuing expectations, assignments and responsibilities clearly and professionally. * Stays current on new and existing HUB resources and specialty practices, carrier updates as well as state and federal regulations. Develop and manage team implementation strategy in tandem with assigned producer and/or HUB leadership. * Reviews and is responsible for client deliverables ensuring they meet client expectations and HUB branding and presentation standards. * Champions communication of goals, vision, and procedures developed by the HUB leadership teams. * Consults frequently with and is open to new ideas coming from team members. * Conducts annual performance reviews for all direct reports and assists in annual budgeting and ongoing operational expense monitoring for all locations/departments. * Fosters a positive and mutually supportive working environment, to provide the best possible client service and producer support. * Develops and shares comprehensive analysis of team performance based on goals, objectives, and deadlines with HUB leadership. * Works with regional EB Leadership Team to identify, develop and execute regional and national initiatives through project management activities and coordination of resources. * Develops best practices for leveraging standard technology platform and tools such as Benefitpoint, Monday.com, Zywave and others. * Actively communicates with or visits prominent EB clients on a planned periodic basis to determine level of satisfaction and/or any additional service needs. * Assists assigned producer in developing new business opportunities and delegating to appropriate team members. * May support a book of business with similar duties and responsibilities as service staff. * Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures. * Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans to determine suitability. * Establishes and maintain strong business relationships with clients and insurance carriers. * Serve as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues. * Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Thought leader to Account Executives; Attends industry related continuing education training and courses. * Performs other duties and projects as assigned. POSITION REQUIREMENTS: * College degree required * 8+ years of benefit insurance related experience (brokage preferred) or equivalent combination of education & experience * 2+ years supervisory experience * Life & Health License Knowledge / Skills / Abilities * Ability to assertively direct and supervise staff; including but not limited to responsiveness to staff needs, and personnel issues, and provide consistent/fair evaluation. * Ability to effectively and professionally communicate orally and in writing with internal and external customers. * Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. * Desire to learn and grow within the insurance industry. * Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. * Confidence and demeanor to effectively interact with all levels within the organization. * Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. * Ability to effectively work with a team and coach others in developing their skills and abilities. * Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly. * Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. * Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and with optimal accuracy. * Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems. * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Salary: $140,000 - $160,000 Are you disabled? A Veteran? We welcome ALL candidates and are proud of our wonderfully diverse employee population Department Account Management & Service Required Experience: 7-10 years of relevant experience Required Travel: Up to 25% 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.

**ABOUT HUB:** In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. **THE OPPORTUNITY:** HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be among some of the industry's top talent to help guide and support our customer's needs and provide them with innovative solutions. The purpose of the Benefit Analyst II is to support the Account Executives, Advisors and with quoting, reporting and other strategic analytic processes. This position works as an integral part of the Sales and Account Executive Teams and has the responsibility to maintain excellent relationships both internally and externally with HUB clients and vendors. The Benefit Analyst serves an integral role in helping to increase profitability of existing product lines through the proposal process. + Develops and communicates strategy for RFPs, results and reports to carrier partners/vendors. Responsible for the new and renewal submission and implementation as it relates to the quoting process. Progressive project management for the timely renewal process concerning quality, deadline, workflow, communication and carrier coordination. + Interprets client's needs and makes recommendations on direction of RFP and contribution analysis. + Quoting new and renewal groups + Understands and analyzes the respective markets and products in order to find the best solutions to meet client's needs. + Examines benefits and claims data for inclusion in RFPs, organizes carrier & vendor bids received and follows up on non-responses and late submissions. + Negotiates with carriers throughout the RFP process. + Addresses carrier questions during RFP process and advises carriers on the client benefit strategy. + Support Account Executive with data gathering of benchmarking, strategic planning and reporting duties. + Conducts claims analysis and contribution modeling. + Interprets census data and evaluates it for accuracy. + Communicates with Account Executives and Producers on status of marketing activity. + Reviews insurance bids for compliance with specifications, identifying key differences in bids, and maintaining client databases within internal systems. + Creates and updates templates used during the strategy and marketing process. + Adds to and maintains client access to external online portals. + Provides training as a subject-matter-expert to other Client Services team members on various topics. + Manages and assists with client-related service issues. + Attend carrier sales meetings, trainings, and webinars. + Maintaining detailed knowledge of new and existing products and relaying between carriers, Account Executives & Producers. + Communication and coordination with the carriers and internal HUB Team. + Expert user in BenAdmin, workflow, carrier and proposal systems. + Perform research and problem resolution of data issues using multiple systems, tools and resources. + Maintains positive relationships both internally and externally. + Maintain HUB Values including HIPPA and ACA Compliance. + Ensures we're meeting HUB turn-around times as outlined in the KPIs. + Assist in the development and implementation of new processes and procedures. + Functions as the analytical subject matter in strategy meetings with Account Executive and Producer. + Provides mentorship to more junior Benefit Analysts. + Works within the project management tool SmartSheet. + Works within Benefit Point to update client information. _The expected salary range for this position is_ _$80,000.00 - $90,000.00_ _and will be impacted by factors such as the successful candidate's skills, experience, education and licensing certifications, geographic location, approved salary budget as well as the specific position's business line, complexity, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which includes_ _health/dental/vision/life/disability_ _insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, eligible bonuses and commissions for full-time positions (30 hours or more)._ **WHAT YOU BRING TO THE TABLE:** + College Degree + 5+ years working for a carrier or brokerage firm. + Strong verbal and written communication skills + Analytical and problem-solving abilities + Proficient in Microsoft Office - intermediate to expert user level preferred. + Excellent organizational skills + Ability to work well under pressure with attention to detail + Team oriented self-starter with ability to prioritize, monitor and control workflow deadlines and be flexible + Detail oriented + Sense of urgency + Understanding of benefits & benefit terminology + Proficient typing ability + High degree of independence and problem-solving skills + Accurate completion of enrollment/changes which includes follow-up with carriers and team **WHY CHOOSE HUB:** Throughout our network of more than 450 HUB offices in North America, we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. 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 or 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. **LIKE US SO FAR?** Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Up to 25% 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.

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative solutions. Our Account Manager II ensures clients receive the service they need to properly manage their insurance policies. Facilitates positive and effective relationships with clients and insurance carrier staff. Acts as the point-of-contact for larger, more complex property accounts. * Manage the entire account-service process * Market to carriers * Prepare quotes and proposals * Prepares/presents proposals to clients * Participates in client meetings/presentations with Producer(s) * Oversees the processing of enrollments/changes/terms * Maintains renewal controls on expirations and binders * Responds to/resolves escalated client issues * Check policies/endorsement/audits for accuracy * Coordinates premium financing and the collection of premiums * Maintains accurate and organized account files Salary: The expected salary range for this position is $85,000.00 to $105,000.00 and will be impacted by factors such as the successful candidate's skills, experience, education and licensing certifications, geographic location, approved salary budget as well as the specific position's business line, complexity, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which includes health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, eligible bonuses and commissions for full-time positions (30 hours or more). WHAT YOU BRING TO THE TABLE: You are perfect for this opportunity if you * Hold a high school diploma/GED (college degree strongly preferred) * Have at least 5+ years of related commercial lines insurance experience * Managing the risks for construction clients * Are currently licensed in good standing * Demonstrated interpersonal skills with the ability to effectively interact with all levels within the organization * Demonstrated presentation skills * Demonstrated oral and written communication skills * Have the confidence and demeanor to effectively interact with all levels within the organization * Are computer literate - Microsoft Office Suite and Outlook If this describes you, then keep reading. 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 LIKE US SO FAR? Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population. Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Up to 25% 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.

THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. The Personal Lines Account Executive manages an assigned book of business, develops client relationship, and strives to grow and retain clients. May work alongside the Producer, the Account Executive is responsible for overseeing the management of assigned accounts including interacting with appropriate decision makers, proactive consultation, insurance program design, carrier interface/marketing, coordination of risk control resources, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions. The Account Executive may work with other members of the client service team, utilizing available resources and personnel as appropriate, in service-related activities in support of clients. * May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB's primary consultant to the client. The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant. (In some instances, when no Producer is assigned, the AE is primarily responsible for client relationship management.) * Ensure Producers, when assigned, are fully informed about, and prepared for all client meetings and interfaces to be able to manage the client relationship competently and proactively. * Establish and maintain strong and productive professional relationships with "C-Level" and other decision makers for assigned HUB clients. * Obtains a detailed knowledge of the client's business and industry, articulates applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions. * Establish and maintain strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier's products and services in support of assigned clients. * Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests. * Work cooperatively and professionally with AM colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor AM team members. Provide input and feedback to the Head of P&C as to the performance of AM staff on assigned accounts. (When applicable) * Ensure that all client service needs are promptly and professionally delivered, either directly by the AE or via HUB colleagues (e.g., AMs, Small Business Unit, Risk Control, etc.). The AE is accountable for the competence, timeliness, and quality of all deliverables to the client. * Conduct annual review w/clients making coverage and loss control recommendations focused on reducing the client's total cost of risk. * Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client's needs, initiating same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are. * Work with the Producer, if assigned, or be primarily responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting. * Designs and delivers effective group presentations using various media, including but not limited to conducting internal training to a sales or renewal presentation at a client's office. * Performs other duties and projects as assigned. WHAT YOU BRING TO THE TABLE. * Yacht/Marine Insurance experience preferred * You are a change advocate; you go above and beyond, and you are fun to be around! * High School Diploma / GED; College degree strongly preferred. * Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment * Must have High Net-Worth/Private Client experience. Experience within the Entertainment industry is strongly preferred. * Currently licensed in good standing in required lines and states. * You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization. * You are computer proficient with Microsoft Office Suite, Outlook, and various AMSs (Epic preferred). * Willing to complete continuing education requirements, as needed. * Willing to work outside of normal business, as needed. * The expected hourly range for this position is $90,000.00- $110,000.00 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 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. Department Account Management & Service Required Experience: 5-7 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.

**THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. + Manages the entire account service process + Reviews applications, renewal requests to determine marketing strategy + Markets to carriers and negotiates rates and terms + Prepares quotes and proposals + Reviews policies, processes endorsements/certificates/MVRs/Loss Runs/ID cards + Binds policies + Assists with audits, as necessary + Coordinates premium financing, as necessary + Collaborates/ assists the Producer with client meetings, strategy sessions + May oversee and direct more junior-level team members **WHAT YOU BRING TO THE TABLE.** + 4+ years of related commercial insurance experience within a brokerage environment + HS diploma or GED + Holds an insurance license in good standing + Effectively interacts with all levels within the organization + Computer proficient with MSOS, Outlook, agency management systems (Epic preferred) + Required "soft skills": efficient time management, organization, customer service, high initiative, team-oriented and high attention to detail _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 $85,000.00- $95,000.00 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._ **TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.** We want to meet you! Apply today and start your journey to a better tomorrow. Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Up to 25% 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.